Shape Mortgage CRM Pricing Overview

Core is the full Shape CRM for a single loan officer or a small team. You get contact management, pipelines, tasks, and omni channel communication in one system, with 100,000 records included so your past-client database is always working. On the lead side, Core captures leads in real time from any source, runs duplicate checks, and pushes new leads out through automated distribution rules. QuickFire lets you call the lead the moment it lands. Built-in phone, two-way texting, and email mean the follow-up happens in the CRM instead of three other tools.

Full CRM and lead management features
QuickFire speed-to-lead distribution
Lead Routing and shark tanks with state licensing logic
Built-in cloud phone, two-way SMS/MMS, and email
Trigger-bases automation and multi-step drip campaigns
100,000 contact records included
Prioritized lead pipeline views
Partner management and referral tracking
Mobile app for iOS and Android
Sales dashboards and built-in reporting
Native integrations, Zapier, webhooks, and lead provider HTTP post
Complimentary onboarding and training
Multiple support layers including email, live support during business hours and 24/7 AI Support
Add-ons available: AI Agent, AI Insights, Lead Engine, Shape Social, Custom UI, Customer Portal, Unlimited Calling
Show More

Shape complete bundles the tools loan officers actually use every day into one plan with 5 users included. It carries the full CRM and lead management foundation from Core and adds the pieces most teams end up buying separately. ShapeIQ scores every lead so reps work the ones most likely to close. AI Calling and AI Texting agents handle inbound calls and follow-up when nobody is available. Lead Engine landing pages capture leads directly into the pipeline, and the customer portal moves borrowers through application, document upload, and eSignature. AI Insights scores and transcribes every call for automated note taking, next steps, coaching, and compliance review.

Everything in Core, plus
5 CRM and 5 POS users included
ShapeIQ AI lea scoring
AI Calling and Texting Agent
AI Insights with call transcription, scoring, automated note taking, and compliance checks
Lead Engine CRO landing pages
CustomUI configured tab field layouts and views
Customer portal with digital application and eSignature
Recruiting databse for Realtors and Loan Officers
Open API acces
Show More

Enterprise is for multi-branch lenders and larger operations running Shape across teams. It includes everything in Complete and adds branching, so each branch or region gets its own structure, routing, and reporting under one account. Lead management scales with it. Distribution rules, round robin, and call blast run at volume across branches, with managerial oversight and Shark Tank redistribution for leads going stale. Admin controls cover roles, permissions, SSO, and IP whitelisting. Pricing is quoted on your user count, security needs, and integration requirements, with dedicated onboarding and a named system administrator.

Everything in Complete, plus volume user pricing
Branching for multi-location and multi-branch lenders
Retail, consumer direct, wholesale, servicing and recruiting workflows within the same platform
Advances roles, permissions, SSO, and IP whitelisting
Personalized 1:1 consultation and strategic planning sessions
Custom integrations and API development
Dedicated onboarding and priority support
Quoted on your users count, security, and admin requirements
Show More