[ Shape M... Reviews ](https://www.g2.com/products/shape-mortgage-software/reviews) [ Shape M... Reviews ](https://www.g2.com/products/shape-mortgage-software/reviews) # Shape Mortgage Software Features ##### ## Loan Services (4) LOS Integration - Mortage CRM Easily integrates with loan origination solutions Alerts - Mortgage CRM Facilitates the creation and maintenance of relevant notifications for important dates Lender Relationship - Mortgage CRM Facilitates communication and relationship nurturing between lenders and loan officers Compliance - Mortgage CRM Facilitates or integrates with tools that ensure loan compliance Show More ##### ## Client Management (3) Contact Management - Mortgage CRM Stores and manages contacts, leads, and prospects Real Estate CRM - Mortgage CRM Organizes prospect and client pipelines to align with loan and real estate requirements Email Marketing Automation - Mortgage CRM Automates email or other marketing campaign efforts Show More ##### ## Borrower Tools (2) Borrower Portal Provides lenders with a borrower portal to collect documents and streamline borrower interactions. Comparison Provides borrowers with a loan comparison tool. Show More ##### ## Lender Tools (4) Loan Pipeline Contains a dashboard for lenders to view their pipeline of loans from application to close. Credit Pull Automates borrower credit pulls. Workflows Allows for the creation and customization of application workflows. Mobility Provides a mobile-optimized application portal. Show More ##### ## Core Functionality (3) Integrations Integrates with other relevant lending software, specifically loan origination systems and digital mortgage closing solutions. Customization Allows lenders to customize fields and portal layout. Document Management Provides loan document templates and a repository in which loan documents are housed. Show More ##### ## Agentic AI - Mortgage CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM") BNTouch Mortgage CRM 4.5/5 (67) ](https://www.g2.com/products/bntouch-mortgage-crm/reviews) [ ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite") nCino's Mortgage Suite 4.9/5 (92) ](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) [ ![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/63137680bbb1dabeb3a493ee6e137bd9/total-expert.svg "Total Expert") Total Expert 4.5/5 (153) ](https://www.g2.com/products/total-expert/reviews) [ View All Alternatives ](https://www.g2.com/products/shape-mortgage-software/competitors/alternatives) Shape Mortgage Software Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9f115320eb4d4c97b65d85194843f6f3/bntouch-mortgage-crm.jpg "Product Avatar Image") BNTouch Mortgage CRM 4.5/5 (67) [ Compare Now ](https://www.g2.com/compare/bntouch-mortgage-crm-vs-shape-mortgage-software) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "Product Avatar Image") nCino's Mortgage Suite 4.9/5 (95) [ Compare Now ](https://www.g2.com/compare/shape-mortgage-software-vs-ncino-s-mortgage-suite) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Product Avatar Image") Surefire CRM 4/5 (20) [ Compare Now ](https://www.g2.com/compare/shape-mortgage-software-vs-surefire-crm) ##### Categories on G2 [ Mortgage CRM ](https://www.g2.com/categories/mortgage-crm)[ Mortgage Point of Sale (POS) ](https://www.g2.com/categories/mortgage-point-of-sale-pos) ##### Explore More [ Best PIM tools for app development teams ](https://www.g2.com/discussions/best-pim-tools-for-app-development-teams)[ Which operational risk app is best for small business use ](https://www.g2.com/discussions/which-operational-risk-app-is-best-for-small-business-use)[ Most user-friendly PRM software ](https://www.g2.com/discussions/most-user-friendly-prm-software) [ Best IAM software for small businesses ](https://www.g2.com/discussions/what-s-the-best-iam-software-for-small-businesses-in-2025)[ Household Employee ](https://www.g2.com/glossary/household-employee-definition)[ Which financial consulting providers focus on measurable ROI rather than generic management advice? ](https://www.g2.com/discussions/which-financial-consulting-providers-focus-on-measurable-roi-rather-than-generic-management-advice) Show More [ Best PIM tools for app development teams ](https://www.g2.com/discussions/best-pim-tools-for-app-development-teams)[ Which operational risk app is best for small business use ](https://www.g2.com/discussions/which-operational-risk-app-is-best-for-small-business-use)[ Most user-friendly PRM software ](https://www.g2.com/discussions/most-user-friendly-prm-software) [ Best IAM software for small businesses ](https://www.g2.com/discussions/what-s-the-best-iam-software-for-small-businesses-in-2025)[ Household Employee ](https://www.g2.com/glossary/household-employee-definition)[ Which financial consulting providers focus on measurable ROI rather than generic management advice? ](https://www.g2.com/discussions/which-financial-consulting-providers-focus-on-measurable-roi-rather-than-generic-management-advice)