Link copied to clipboard # Shape Mortgage CRM vs Surefire CRM Comparison - What are their main differences? Share [ Export ](/compare/shape-software-shape-mortgage-crm/surefire-crm/export.csv) Shape Mortgage CRMSurefire CRM[+ Add Product](#) Pricing **Shape Mortgage CRM** **$119.00** · Shape Core **Surefire CRM** No pricing available **Pricing Insights** from reviews Time to Implement **Shape Mortgage CRM** Not enough reviews yet **Surefire CRM** 4 months Based on 7 responses Return on Investment **Shape Mortgage CRM** Not enough reviews yet **Surefire CRM** 19 months Based on 5 responses Perceived Cost **Shape Mortgage CRM** $$$$$ **Surefire CRM** Not enough reviews yet Average Discount **Shape Mortgage CRM** Not enough reviews yet **Surefire CRM** Not enough reviews yet **Pros & Cons** from reviews **Shape Mortgage CRM** Not enough data **Surefire CRM** Not enough data Integrations **Shape Mortgage CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8b5a56f3c6394e4c723bd13ee890e4be/bankingbridge.png "Product Avatar Image") BankingBridge ](https://www.g2.com/products/bankingbridge/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_13b141edd7ad3806266cd959d83b38cb/blend-blend.png "Product Avatar Image") Blend ](https://www.g2.com/products/blend-mortgage-suite/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9d8c2ccc0c884ab29ebd397cee8d4a3c/bombbomb.png "Product Avatar Image") BombBomb ](https://www.g2.com/products/bombbomb/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3a9f46b15d804a2abbb8138a7bf78b88/calendly%282%29.png "Product Avatar Image") Calendly Sales ](https://www.g2.com/products/calendly/reviews)[ View all ](https://www.g2.com/products/shape-software-shape-mortgage-crm/integrations) **Surefire CRM** Not enough data Screenshots **Shape Mortgage CRM** ![Shape Mortgage CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1208845/shape-responsive-crm.png) **Surefire CRM** ![Surefire CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/155002/Screen-Capture-for-Product-Computer-Display..PNG) **Ratings** from reviews Meets Requirements **Shape Mortgage CRM** 9.8 9.894 **Surefire CRM** 7.9 7.913 Ease of Use **Shape Mortgage CRM** 9.9 9.994 **Surefire CRM** 6.7 6.714 Ease of Setup **Shape Mortgage CRM** 9.6 9.614 **Surefire CRM** 7.0 7.09 Ease of Admin **Shape Mortgage CRM** 9.3 9.39 **Surefire CRM** 7.0 7.010 Quality of Support **Shape Mortgage CRM** 9.9 9.994 **Surefire CRM** 7.3 7.314 Has the product been a good partner in doing business? **Shape Mortgage CRM** 10.0 10.09 **Surefire CRM** 7.3 7.310 Product Direction (% positive) **Shape Mortgage CRM** 9.4 9.492 **Surefire CRM** 7.3 7.313 **Features** ratings from reviews Mortgage CRM[Hide 57 FeaturesShow 57 Features](javascript:void(0);) 9.8 90 7.5 13 Loan Services LOS Integration - Mortage CRM 9.5(won by 3.0) 83 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.5 12 Alerts - Mortgage CRM 9.9(won by 2.0) 87 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.9 12 Lender Relationship - Mortgage CRM 9.9(won by 2.0) 86 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.9 11 Compliance - Mortgage CRM 9.9(won by 2.8) 87 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.1 11 Commercial Mortgages Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Client Management Contact Management - Mortgage CRM 9.9(won by 1.8) 89 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.1 13 Real Estate CRM - Mortgage CRM 9.9(won by 3.0) 86 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.9 8 Email Marketing Automation - Mortgage CRM 9.9(won by 2.1) 88 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.8 13 Workflow Management Not enough data Not enough data Loan Management Not enough data Not enough data Document Management Not enough data Not enough data Escrow Management Not enough data Not enough data Property Tax Management Not enough data Not enough data Lead Management Not enough data Not enough data Borrower Management Not enough data Not enough data Pricing Management Not enough data Not enough data Pipeline Management Not enough data Not enough data Refinance Management Not enough data Not enough data Task Management Not enough data Not enough data Compliance Management Not enough data Not enough data Residential Mortgages Not enough data Not enough data Agentic AI - Mortgage CRM Autonomous Task Execution Not enough data Not enough data Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Additional Functionality Third Party Loan Origination Not enough data Not enough data Loan Servicing Not enough data Not enough data Outsource Processing Not enough data Not enough data Pre-Qualification Not enough data Not enough data Loan Origination Not enough data Not enough data Visual Presentation Not enough data Not enough data Accounting Not enough data Not enough data Activity Dashboard Not enough data Not enough data For Brokers Not enough data Not enough data Credit Reporting Not enough data Not enough data Generative AI Not enough data Not enough data API Not enough data Not enough data Client Database Not enough data Not enough data HUD Settlement Statements Not enough data Not enough data Search/Filter Not enough data Not enough data Government Loans Not enough data Not enough data For Borrowers Not enough data Not enough data Promissory Notes Not enough data Not enough data Multi-Branch Not enough data Not enough data AI Copilot Not enough data Not enough data Lender Search Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Document Storage Not enough data Not enough data Marketing Automation Not enough data Not enough data Contact Management Not enough data Not enough data Amortization Schedule Not enough data Not enough data Customer Statements Not enough data Not enough data Electronic Applications Not enough data Not enough data Payment Tracking Not enough data Not enough data Mortgage Point of Sale (POS)[Hide 9 FeaturesShow 9 Features](javascript:void(0);) 10.0 79 Not enough data Borrower Tools Borrower Portal 9.9(won by default) 79 Not enough data Comparison 9.9(won by default) 79 Not enough data Lender Tools Loan Pipeline 10.0(won by default) 79 Not enough data Credit Pull 10.0(won by default) 79 Not enough data Workflows 10.0(won by default) 78 Not enough data Mobility 10.0(won by default) 79 Not enough data Core Functionality Integrations 10.0(won by default) 79 Not enough data Customization 10.0(won by default) 79 Not enough data Document Management 10.0(won by default) 79 Not enough data User Insights Reviewers' Company Size [![Shape Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM")](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) Shape Mortgage CRM Small-Business(50 or fewer emp.) 47.0% Mid-Market(51-1000 emp.) 42.0% Enterprise(\> 1000 emp.) 11.0% [![Surefire CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Surefire CRM")](https://www.g2.com/products/surefire-crm/reviews) Surefire CRM Small-Business(50 or fewer emp.) 20.0% Mid-Market(51-1000 emp.) 75.0% Enterprise(\> 1000 emp.) 5.0% Small-Business (50 or fewer emp.) 47.0% 20.0% Mid-Market (51-1000 emp.) 42.0% 75.0% Enterprise (\> 1000 emp.) 11.0% 5.0% Reviewers' Industry [![Shape Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM")](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) Shape Mortgage CRM Financial Services 21.2% Marketing and Advertising 6.1% Accounting 4.0% Automotive 4.0% Real Estate 4.0% Other 60.6% [![Surefire CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Surefire CRM")](https://www.g2.com/products/surefire-crm/reviews) Surefire CRM Financial Services 50.0% Real Estate 30.0% Insurance 5.0% Information Technology and Services 5.0% Education Management 5.0% Other 5.0% FAQs ## Shape Mortgage CRM vs Surefire CRM FAQs Generated using AI Last updated: August 17, 2026 ### What is the difference between Surefire CRM vs Shape Mortgage CRM? Shape Mortgage CRM stands out over Surefire CRM with a higher G2 rating, stronger support, and superior ease of setup. | [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) | [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) | | --- | --- | | 4.0/5 (20 reviews) | 4.9/5 (100 reviews) | | Mid-Market | Small-Business | | 7.0 | 9.6 | | 7.3 | 9.9 | | Built-in marketing content and automation | AI-powered automation and end-to-end workflow | ### How do the pricing models of Surefire CRM and Shape Mortgage CRM compare? Shape Mortgage CRM is rated as a stronger value than Surefire CRM, with higher satisfaction on price and cost-related dimensions. - **Surefire CRM:** Reviewers note the platform offers robust marketing automation but express frustration with support and integration limitations, impacting perceived value. - **Shape Mortgage CRM:** Reviewers consistently highlight high satisfaction with the feature set, automation, and AI tools, describing the product as worth the investment. - **Switching reasons:** Recent reviewers cite moving away from Surefire CRM due to support and integration challenges, seeking more comprehensive automation and better support. ### What are the best alternatives to Surefire CRM and Shape Mortgage CRM? The top three alternatives to Surefire CRM and Shape Mortgage CRM are BNTouch Mortgage CRM, Total Expert, and nCino's Mortgage Suite. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) | 4.0/5 (20 reviews) | Mid-Market | — | Built-in marketing content and automation | | [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) | 4.9/5 (100 reviews) | Small-Business | — | AI-powered automation and end-to-end workflow | | [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) | 4.5/5 (68 reviews) | Small-Business | — | Comprehensive mortgage-specific CRM features | | [Total Expert](https://www.g2.com/products/total-expert-lead-management/reviews) | 4.5/5 (157 reviews) | Mid-Market | — | Robust lead management and marketing automation | | [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) | 4.9/5 (95 reviews) | — | — | Highly rated for end-to-end mortgage process management | ### Which Mortgage CRM features should I prioritize when comparing Surefire CRM and Shape Mortgage CRM? Buyers comparing Surefire CRM and Shape Mortgage CRM should prioritize automation, ease of use, quality of support, workflow customization, and integration capabilities. - **Automation:** Surefire CRM scores 7.9 on Meets Requirements; Shape Mortgage CRM scores 9.8, with reviewers highlighting AI-powered automation as a key differentiator. - **Ease of Use:** Surefire CRM scores 6.7; Shape Mortgage CRM scores 9.9, indicating a significant usability advantage for Shape Mortgage CRM. - **Quality of Support:** Surefire CRM scores 7.3; Shape Mortgage CRM scores 9.9, reflecting a strong support experience for Shape Mortgage CRM users. - **Workflow Customization:** Both products are frequently cited for workflow features, but Shape Mortgage CRM is noted for AI-driven workflow automation. - **Integration Capabilities:** Reviewers mention integration challenges with Surefire CRM, while Shape Mortgage CRM is praised for easy LOS and POS integration. ### What are the pros and cons of Surefire CRM vs Shape Mortgage CRM? Shape Mortgage CRM's headline strength is its AI-powered automation and ease of use, while Surefire CRM is recognized for its built-in marketing content and automation. - **Surefire CRM strengths:** Built-in library of marketing emails and flyers, robust marketing automation, customizable workflows, and strong contact management. - **Surefire CRM trade-offs:** Reviewers cite limited integrations with LOS platforms, delayed or unresponsive support, and a steeper learning curve for new users. - **Shape Mortgage CRM strengths:** AI-powered automation, end-to-end workflow management, high ease of use, strong customer support, and comprehensive feature set for mortgage professionals. - **Shape Mortgage CRM trade-offs:** Some reviewers mention a desire for more customization options and note that the breadth of features can be initially overwhelming. ### Is Surefire CRM or Shape Mortgage CRM better for small businesses? Shape Mortgage CRM is the better fit for small businesses, with a higher share of small-business reviewers and stronger satisfaction scores. - **Surefire CRM:** Largest segment is Mid-Market; reviewers highlight marketing automation but note integration and support limitations. - **Shape Mortgage CRM:** Largest segment is Small-Business; reviewers consistently praise ease of use, automation, and support, making it highly suitable for small teams. ### Which Mortgage CRM platform has better integrations? Shape Mortgage CRM is favored by reviewers for integrations, especially with LOS and POS systems. - **Surefire CRM:** Reviewers mention integration challenges with LOS platforms and limited third-party integration options. - **Shape Mortgage CRM:** Reviewers highlight easy integration with LOS and POS systems, contributing to workflow efficiency. ### How do Surefire CRM and Shape Mortgage CRM compare on customer support? Shape Mortgage CRM outperforms Surefire CRM on Quality of Support by a margin of 2.6 points, a highly material difference. - **Surefire CRM:** Reviewers report inconsistent support experiences, with some citing delayed responses and lack of live support channels. - **Shape Mortgage CRM:** Reviewers consistently praise responsive, knowledgeable, and helpful support, with many describing it as the best support experience they've had in a CRM. ### Which is easier to implement, Surefire CRM or Shape Mortgage CRM? Shape Mortgage CRM is significantly easier to implement than Surefire CRM, with a 2.6-point advantage in Ease of Setup. - **Surefire CRM:** Reviewers describe a moderate learning curve and note that setup can be challenging, especially when integrating with other systems. - **Shape Mortgage CRM:** Reviewers consistently report quick onboarding, straightforward data import, and easy configuration, with many describing implementation as "a breeze." ### Which product has better Workflows? Shape Mortgage CRM is favored for Workflows, with reviewers highlighting AI-driven automation and workflow customization. - **Surefire CRM:** Reviewers note customizable workflows and automation features, with a Meets Requirements score of 7.9. - **Shape Mortgage CRM:** Reviewers consistently praise workflow automation, AI-powered task management, and a Meets Requirements score of 9.8. Alternatives **Shape Mortgage CRM Alternatives** ![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM") [ BNTouch Mortgage CRM ](/products/bntouch-mortgage-crm/reviews) ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite") [ nCino's Mortgage Suite ](/products/ncino-s-mortgage-suite/reviews) ![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/2a90f29c8ecbf7e7cda09c272032d761/total-expert.svg "Total Expert") [ Total Expert ](/products/total-expert/reviews) ![Encompass Digital Mortgage Solution](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b5b44eb5780b25b9097f3e3eba5977f9/encompass-digital-mortgage-solution.png "Encompass Digital Mortgage Solution") [ Encompass Digital Mortgage... ](/products/encompass-digital-mortgage-solution/reviews) **Surefire CRM Alternatives** ![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM") [ BNTouch Mortgage CRM ](/products/bntouch-mortgage-crm/reviews) ![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/2a90f29c8ecbf7e7cda09c272032d761/total-expert.svg "Total Expert") [ Total Expert ](/products/total-expert/reviews) ![Jungo: The Mortgage App](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_71531191ce4ae1d5b04fedf3d0b68da1/jungo-the-mortgage-app.png "Jungo: The Mortgage App") [ Jungo: The Mortgage App ](/products/jungo-the-mortgage-app/reviews) ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite") [ nCino's Mortgage Suite ](/products/ncino-s-mortgage-suite/reviews) ## Shape Mortgage CRM vs Surefire CRM When assessing the two solutions, reviewers found Shape Mortgage CRM easier to use, set up, and administer. Reviewers also preferred doing business with Shape Mortgage CRM overall. - Reviewers felt that Shape Mortgage CRM meets the needs of their business better than Surefire CRM. - When comparing quality of ongoing product support, reviewers felt that Shape Mortgage CRM is the preferred option. - For feature updates and roadmaps, our reviewers preferred the direction of Shape Mortgage CRM over Surefire CRM.