# Shape Mortgage Software Reviews **Vendor:** Shape Software **Category:** [Mortgage Point of Sale (POS) Software](https://www.g2.com/categories/mortgage-point-of-sale-pos) **Average Rating:** 4.9/5.0 **Total Reviews:** 98 ## About Shape Mortgage Software Top Mortgage Brokers, Loan Officers, and Lenders use Shape Mortgage Software as their all-in-one mortgage crm, point-of-sale and sales/marketing platform. Shape allows you to close more loans with less work using over 500+ features purpose built for the mortgage industry including: -LOS integrations with Encompass, Lendingpad, Calyx, and more. -Digital 1003 with a built-in mortgage point-of-sale solution -Integrate with over 100+ lead sources -1,000+ professional pre-built marketing templates for e-mails and texts -20+ pre-built reports and customized reporting -Enterprise level integrated dialer -E-mail, text, and phone automation -Artificial intelligence based lead scoring -Prioritized sales pipeline -Video messaging -Automated credit pulling -Referral management With a best-in-class mortgage software solution, award winning support, and an easy-to-use interface, Shape Mortgage Software is the #1 Mortgage CRM + POS software used by the top brokers and lenders. Get a free demo and find out how Shape Mortgage Software can accelerate your business today. ## Shape Mortgage Software Reviews ### 1. Shape: The First Truly End-to-End CRM I’ve Used **Rating:** 5.0/5.0 stars **Reviewed by:** Alex E. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Shape Mortgage Software?** Shape is the first CRM I've encountered that is end to end **What do you dislike about Shape Mortgage Software?** So far, it’s been very easy to use, and I don’t have any complaints yet. **What problems is Shape Mortgage Software solving and how is that benefiting you?** I'm able to finally have a solution that has everything in one thats saved me a ton of time since every feature I need is centrally integrated and located and allows me to focus on my business. ### 2. I can't say enough about Shape CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie R. | Mortgage Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Shape Mortgage Software?** I can't say enough about Shape CRM. From day one, uploading my data and hitting the ground running was easy. Integrating with my LOS was easy, as was learning the system and interacting with my clients. As I like to work outside of hours and have questions, AI answers them. Shape is incredible if you are looking for a solid system. **What do you dislike about Shape Mortgage Software?** My only drawback is that I didn't use them sooner. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Communicating with my clients and creating a seamless interaction with them. ### 3. Shape Software Drives Our Success **Rating:** 5.0/5.0 stars **Reviewed by:** Jack H. | Co-Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2024 **What do you like best about Shape Mortgage Software?** What we like most about Shape Mortgage Software is its exceptional customer support, seamless integration, user-friendly interface, robust features, customization and flexibility, and reliable performance. Implementation was a breeze! We use Shape on a daily basis and couldn't be happier. **What do you dislike about Shape Mortgage Software?** While our experience with Shape Mortgage Software has been overwhelmingly positive, one small area for improvement could be making occasional updates even more seamless. This would further enhance the overall user experience **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape Mortgage Software is addressing several key challenges for us: Client Management: The software provides a comprehensive CRM system that helps us manage client relationships efficiently, ensuring no details are missed and enhancing our customer service. Workflow Automation: By automating routine tasks and processes, Shape saves us time and reduces the risk of human error, allowing our team to focus on more strategic activities. Data Organization: Shape organizes and centralizes our data, making it easily accessible and improving our ability to make informed decisions based on real-time insights. Communication: The integrated communication tools streamline interactions with clients and team members, fostering better collaboration and quicker responses. Reporting and Analytics: Shape's robust reporting and analytics features provide valuable insights into our performance, helping us track progress, identify trends, and make data-driven decisions. These solutions have significantly benefited ClickStart Mortgage by increasing our efficiency, enhancing our customer service, and providing the insights needed to drive our business forward. ### 4. Very user friendly system with lots of features and it is very customizable. **Rating:** 5.0/5.0 stars **Reviewed by:** Steven C. | Firefighter/Paramedic, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Shape Mortgage Software?** The ability to mass text message was very helpful. Ease of use. Number of features and customer suppoert were great. **What do you dislike about Shape Mortgage Software?** The ability to cross platform post on social media would be a great addition. **What problems is Shape Mortgage Software solving and how is that benefiting you?** This software help keep my network of clients and referral partners well organized. ### 5. Platform is Clean and Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Charles P. | Senior Loan Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2024 **What do you like best about Shape Mortgage Software?** The upside to using the Shape software is I like having a POS and CRM within the same system. **What do you dislike about Shape Mortgage Software?** The one challenge that I had with Shape software is it would not send out the pre-written text messages. But, the issue had been resolved shortly after I reported it. **What problems is Shape Mortgage Software solving and how is that benefiting you?** The POS is easy to navigate. ### 6. Great CRM for some **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler H. | Mortgage Loan Originator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Shape Mortgage Software?** Shape is very simple to use. It has so many features and useful business applications. A great way to stay organized. **What do you dislike about Shape Mortgage Software?** I am not a fan of the texting and calling feature. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helps me stay organized. Keeps my data base at my fingertips. ### 7. Amazing CRM and best customer service ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Ty D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2023 **What do you like best about Shape Mortgage Software?** How easy it is to use, all of the great features it has, and the customer service is the best I have ever experienced. This CRM does absolutely everything I need for my Mortgage business, all in one place. **What do you dislike about Shape Mortgage Software?** Because it can literally do just about everything you would ever need it to do, I guess it could be a little overwhelming at first. But that's not really a bad thing, just something to be prepared for when you first start out with it. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It sends out all of my automated status updates, on all of my loans, to all parties involved. Also, you can use triggers to automate just about any individual email or email campaign to go out, whenever a client, loan, or referral partner needs to be updated about anything. This is a huge timesaver for me. ### 8. Shape is so versatile, I highly recommend it! **Rating:** 5.0/5.0 stars **Reviewed by:** Fabriccio T. | Information Technology Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** June 10, 2023 **What do you like best about Shape Mortgage Software?** I've never discovered such y an easy approach to automate operations and save time when following up with leads as Shape has. I love how user-friendly it is since it adapts to your requirements and is simple to use. **What do you dislike about Shape Mortgage Software?** The software system and the experience were both wonderful and fun. I was beyond pleased with the service. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape gives structured tools that assist me to follo ### 9. Amazing CRM! One of the best in the Market! **Rating:** 5.0/5.0 stars **Reviewed by:** Mary Joy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Shape Mortgage Software?** Shape Mortgage Software can help lenders improve efficiency, reduce costs, and enhance the borrower experience by providing a more streamlined and automated mortgage process. **What do you dislike about Shape Mortgage Software?** I cannot say at the moment. By far, I love Shapre! **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape Mortgage Software helps ensure compliance with regulatory requirements by providing automated checks and balances throughout the lending process. ### 10. For me, this is the most convenient CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Ma. Amor R. | Virtual Administrative Medical Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Shape Mortgage Software?** I like it because it is very simple and very user-friendly. **What do you dislike about Shape Mortgage Software?** I didn't encounter any delay about this CRM. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helps us with the daily task to communicate well. ### 11. Great all-in-one mortgage platform **Rating:** 5.0/5.0 stars **Reviewed by:** Hamdan Q. | Top Rated Plus US Accounting and Tax Expert, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Shape Mortgage Software?** We had used Shape Software before and bought Shape Mortgage Software for our mortgage division a couple years ago. We use the CRM and POS and are very happy **What do you dislike about Shape Mortgage Software?** It would be great if Shape had an LOS so we wouldn't have to integrate with one. **What problems is Shape Mortgage Software solving and how is that benefiting you?** CRM to LOS integration is fantastic. It saves us tons of time with a lot of manual entry hours saved. ### 12. Great CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Lalaine D. | Customer Service Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2023 **What do you like best about Shape Mortgage Software?** communications package lets me call, text, and email from one system **What do you dislike about Shape Mortgage Software?** Can't thing of anything we dislike from shape **What problems is Shape Mortgage Software solving and how is that benefiting you?** LOS and CRM integration saves us a lot of manual data entry ### 13. Great Mortgage CRM for Customer Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria Q. | Client Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Shape Mortgage Software?** I loved the fact that everything was easily accessible and all in one place. Shape made it extremely easy to keep track of my business contact and clients on a day to day basis. **What do you dislike about Shape Mortgage Software?** I didn't dislike anything about Shape CRM. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape assisted with customer support, task management, scheduling and everything else I needed in a CRM. ### 14. Great CRM. Great User Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Adam E. | Customer Service Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Shape Mortgage Software?** It has everything we need all in one software platform. Set up is very easy but the training and support is there if we need it, too. **What do you dislike about Shape Mortgage Software?** Can't think of any downsides to using Shape. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Marketing Automation and Lead Distribution all in one. ### 15. Best support and service, ever **Rating:** 5.0/5.0 stars **Reviewed by:** Elisa S. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2022 **What do you like best about Shape Mortgage Software?** The software is great, but the support and service from Shape is the best I've ever experienced. We've used several mortgage softwares in the past and some of them are ok but figuring them out can be a pain. Shape's support (Dani and her amazing team :) helps us immediately whenever we have a question or want to learn something. Getting new employees onto the system, setting up their system, or trying to learn about texting thru the system (our latest endeavor). **What do you dislike about Shape Mortgage Software?** I don't really dislike anything about Shape. I wish interest rates weren't increasing so much on us, but it's forcing us to figure out new ways to generate business and Shape is helping us with that. **Recommendations to others considering Shape Mortgage Software:** Make sure to use post URL or direct api for your lead sources **What problems is Shape Mortgage Software solving and how is that benefiting you?** 1003 applications and automation. CRM and POS functionality in one system is also great, but our marketing automation and lead generation has improved the most. ### 16. Better than Salesforce and Hubspot **Rating:** 5.0/5.0 stars **Reviewed by:** Isaac A. | Managing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Shape Mortgage Software?** Feature set and pricing. We used Salesforce and hubspot in the past and both were more expensive and lacked the functionality we get outside of the box with shape. Dialer, texting, e-mails, prioritized list views, lead scoring etc. all came ready without any coding or integrations. We configured the drip campaigns ourselves easily and manage all our accounts (and leads) out of Shape. Great system, would recommend 10/10 times. **What do you dislike about Shape Mortgage Software?** We needed a couple view-only users (without full functionality) and we were able to get this from them which we were happy about. So they could track pipeline etc. and not have access to certain functionality and we were able to do it with the roles/permissions section. **Recommendations to others considering Shape Mortgage Software:** Get the comms package, definitely was able to save money by getting it. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Overall lead and account management, team project management, and overall business view. We generate leads, manage the closing process, and do pretty much everything out of Shape, our business has greatly improved because of it. ### 17. Has helped us get clear on our leads and create a custom drip campaign. **Rating:** 4.0/5.0 stars **Reviewed by:** Jeffrey N. | Branch Leader & Senior Mortgage Loan Officer , Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Shape Mortgage Software?** Has helped us get clear on our leads and create a custom drip campaign. Tech support has been amazing to help us quickly get clarity and resolutions. **What do you dislike about Shape Mortgage Software?** Always a learning curve and have had some tech support to get things worked out. **What problems is Shape Mortgage Software solving and how is that benefiting you?** ensuring our clients hear from us by calls, texts and emails. Our Follow up which does require work, can be automated with custom messaging and love that. I still make the calls! ### 18. Love the Shape Integration with Lending Pad **Rating:** 5.0/5.0 stars **Reviewed by:** Jose B. | Senior Loan Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2022 **What do you like best about Shape Mortgage Software?** It is a simple-to-use POS that helps us organize all of our clients in one place. And it always keeps them informed with emails that Shape is able to send on our behalf. **What do you dislike about Shape Mortgage Software?** As of now, there is nothing really that I dislike about Shape. It does work seamlessly with Lending Pad. If they had a mobile enhancement, I would be on board for something like that. **What problems is Shape Mortgage Software solving and how is that benefiting you?** We had issues with an older POS with the integration of our clients. Shape helps us solve that issue and allows us to be more productive and accountable as well. ### 19. Perfect Mortgage CRM + POS Combo **Rating:** 5.0/5.0 stars **Reviewed by:** Sayed N. | Life Insurance Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Shape Mortgage Software?** Love the user interface and the features that come with our system. We use Shape for our lead generation, e-mail marketing and our team uses the phones as well. We recently purchased the LOS (client portal) which has helped save time with document gathering etc. Our team has obviously had to work a lot harder in this down market and having Shape in place to generate leads has been a big help. **What do you dislike about Shape Mortgage Software?** With our last solution (hubspot) we couldn't figure out how to setup our phone and e-mail drip campaigns and I thought we'd have the same problem with Shape but we figured out the phones fairly easily and the support staff setup our e-mails just as we wanted. **Recommendations to others considering Shape Mortgage Software:** Getting the Communications package helps with usage on all the other features **What problems is Shape Mortgage Software solving and how is that benefiting you?** Lead follow-up (big one), and texting. We used to only do e-mail remarketing and now with text remarketing the difference is noticeable. ### 20. best marketing and sales partner **Rating:** 5.0/5.0 stars **Reviewed by:** Flor T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Shape Mortgage Software?** The order, having everything organized and segmented gives a more adequate data to be able to make projection charts in the future, automatic emails are also a great time saver **What do you dislike about Shape Mortgage Software?** At the beginning I thought that I could not configure and personalize the communications of the campaigns either by phone or by mail. But the support always responds and accompanies the use of the platform, which is why they were able to guide me properly on time. **What problems is Shape Mortgage Software solving and how is that benefiting you?** When I started my business I had a lot of things to do, I didn't want to lose any opportunity, doing it manually took us a long, now we can optimize time, without it slipping away nothing, and above all to be able to make dashboards and future projections, it is the best decision to start investing in a CRM that guarantees to be a marketing partner and to give a more professional appearance to the business. ### 21. Great CRM and Task Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Pegah S. | Technology Partnerships Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Shape Mortgage Software?** I like the task management, centralized prospect management, and reporting the best. I like that I can manage all my accounts, leave notes, and call/text/e-mail them from one system. **What do you dislike about Shape Mortgage Software?** I don't like that I had to setup the e-mail and text automation myself, but once I figured out how to it was actually helpful since I got to write exactly what I wanted, the timing and volume of sends etc. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Gives transparency and reporting ability to managers without having to create or build reports myself. I used to track everything in excel/word etc. docs and then put together reports but you can just login and see everything without the need to waste time putting together reports. ### 22. 10/10 Would Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Dorsa M. | Recruiting , Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2022 **What do you like best about Shape Mortgage Software?** Look and feel is the best part for me. Everything is intuitive so it's easy to learn without having to call in for tech support. I've used monday.com and pipedrive before and like Shape over those for sure. **What do you dislike about Shape Mortgage Software?** No downsides of using Shape that I can think of. Borrower portal works great, some our referral partners use different systems I wish they had Shape instead so we wouldn't have to use those. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Phone, tracking notes, contact management etc. Our outbound motions have become a LOT better after we setup prioritization and call distribution etc. it also let's us have transparency into performance i.e. number of calls, call time etc. of people. ### 23. Very User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa Z. | Senior Loan Processor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2022 **What do you like best about Shape Mortgage Software?** This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything! **What do you dislike about Shape Mortgage Software?** Nothing that I could see so far in using this software. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term. ### 24. NICE EXPERIENCE WITH THIS CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Lina B. | Psicóloga, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Shape Mortgage Software?** It is the perfect mix between many platforms I actually know, which means you can use this single one for all tour customer data; what I love the best! **What do you dislike about Shape Mortgage Software?** In the beginning, it´s a little bit hard for you to understand how to use it. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Helped me organize my client's information relatively better; it´s efficient and easy to use once you know how to use it! ### 25. One of the best CRMs in the market today **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Program Development | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2023 **What do you like best about Shape Mortgage Software?** Although I have used similar softwares in the past, I have never been fortunate enough to have such a comprehensive and complete follow-up of all prospects in such a simplistic way that sets up complete automation for me and saves me time. **What do you dislike about Shape Mortgage Software?** The small process it takes to learn the transition from one CRM to another. However, once you learn it, there are no issues whatsover. **What problems is Shape Mortgage Software solving and how is that benefiting you?** The system has provided me with the opportunity it to expand productivity by organizing my leads and other key processes. ### 26. EXCELLENT SOFTWARE PARTNER **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah O. | Asistente de Canal Moderno, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2022 **What do you like best about Shape Mortgage Software?** The user interface is very friendly and easy to handle. I think quality-price of this software is very good. I use Shape portal with it and it works perfectly. It helped us all a lot. Serve more clients and delivery more efficient services to the mortgage industry **What do you dislike about Shape Mortgage Software?** Shape has many configuration options that of course depends on the company and the requirements of the business own. I can not say something negative. I have nothing to complain about, I think it is highly helpful **What problems is Shape Mortgage Software solving and how is that benefiting you?** Contact management, Marketing automation, phone configuration, lead management, the CRM is great. We are more productive because the interface is adjustable and easy. No problem detected so far that may be relevant to mention ### 27. Excellent and usable **Rating:** 5.0/5.0 stars **Reviewed by:** Fernanda O. | Supervisora, Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2022 **What do you like best about Shape Mortgage Software?** 1. I really liked using it with my work team and we had very good results. 2. I wouldn´t improve anything, I am satisfied with the easy configuration so I am completely happy. 3. It helped me in the automation and to obtain reports of the data of my clients. **What do you dislike about Shape Mortgage Software?** I don't think there are bad things. I feel satisfied using it and my team too. It is easy to use and usable for many tasks. We are discovering more tools with this. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helped me in the automation and to obtain reports of the data of my clients. Before things were more difficult to do and everything was much more manual and laboured. ### 28. Shape is the best software **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriela A. | Psychologist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Shape Mortgage Software?** This software has helped me a lot, it's great and super easy to use!  the way it helps you made me love it from the start. It was very easy to use throughout the loan process. I am a fan of the ease of communication, in addition to having graphics that help you understand everything better, I recommend this software. 10/10. **What do you dislike about Shape Mortgage Software?** I am very happy with the software, there is nothing I don't like. **What problems is Shape Mortgage Software solving and how is that benefiting you?** The software has many benefits, one of them is that it keeps you in contact with past clients, it is a benefit for any company that needs help with CRM, I loved it from the ### 29. Extensive CRM/POS software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Shape Mortgage Software?** This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and the details so we don’t lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn’t use this CRM. I have used other CRMS/POS software Shape is second to none (you will see!!!) **What do you dislike about Shape Mortgage Software?** The only thing in my brief review and I wouldn’t say this is a con because the reward on the backend would be significant because Shape is so extensive configuring it for your exact needs requires some input on the business owner. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Overall the system is easy to use and definitely value add for any mortgage business. The system takes a lot of the manual labor out of the day and automates many tasks that allow for time spent on higher value-add items for the business. ### 30. Outstanding CRM Experiencie **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2023 **What do you like best about Shape Mortgage Software?** I've used a few CRM platforms in the past, but I've found this one the most intuitive and user-friendly. Would recommend it for loan management. **What do you dislike about Shape Mortgage Software?** So far, so good. I'll have to keep digging to see if I find something to improve. But all good for now. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It has been a valuable tool for keeping up with the clients. I would say the process is smoother on this platform. ### 31. It allows me to improve my mental health by giving me more free time **Rating:** 5.0/5.0 stars **Reviewed by:** Natalia P. | Psicológa, Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** For me, the way in which I can organize my time and work in order to achieve a better and adequate structure of the most important information for me and use it in the long term is very helpful. It is great to be able to have all my information secure without thinking that it was lost or that I could not find it. **What do you dislike about Shape Mortgage Software?** So far I can not find any problem or difficulty. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helps me to be able to manage my communications and business with those I want to connect with. This allows me to grow. ### 32. Shape is very useful! **Rating:** 5.0/5.0 stars **Reviewed by:** Angel Keiji C. | Médico serums, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2022 **What do you like best about Shape Mortgage Software?** Since I tried Shape my life has changed for the better, it's quite easy to use and the graphics help to make everything very simple, I recommend it to everyone. I've tried other software in the past and none have been as helpful as Shape. **What do you dislike about Shape Mortgage Software?** I like everything about the software, it's amazing. **What problems is Shape Mortgage Software solving and how is that benefiting you?** All the software is easy to use, it helps to reduce time at work and it's amazing because you can dedicate yourself to other things in the company, I will definitely use it, the system has helped me a lot with my work ### 33. The best software for my company **Rating:** 5.0/5.0 stars **Reviewed by:** Francisco V. | Analista legal, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2022 **What do you like best about Shape Mortgage Software?** The most striking feature of the software is the simplification of tasks, for years humans searched ways to save time and costs, and this software knows how to fulfill that search. This by allowing better management from one place, and prospects from different origins. **What do you dislike about Shape Mortgage Software?** While the software is near perfect, more work could be done on the interface to make it more eye-catching. **What problems is Shape Mortgage Software solving and how is that benefiting you?** The greatest benefitb obtained is closely linked to the economy of the process, they should improve the administration of calls and messages, as well as the management of contacts ### 34. Great CRM and software very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Gustavo V. | Controlador de tránsito aéreo, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Shape Mortgage Software?** Very intuitive software and really easy to use, everything is organized in such a way it makes the CRM so nice to see and follow, you never lose any potential clients with the software. **What do you dislike about Shape Mortgage Software?** It is such a full software that there are some settings that we have not been able to use yet, but are looking forward to being able to do so and getting the hang of it **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helps a lot with the phone, tracking notes, contact management, and having all the information from potential customers to help every mortgage business and make every day tasks easier ### 35. Excellent experience 10/10 **Rating:** 5.0/5.0 stars **Reviewed by:** Sofia G. | Asistente administrativo, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Shape Mortgage Software?** The experience in the system is very rewarding, since we can transform efficient communication with customers and sales that we could not obtain before, 100% recommended **What do you dislike about Shape Mortgage Software?** I don't dislike anything about Shape since before I used other very slow and inefficient systems and everything changed when I found Shape and all its tools are very useful to me. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Key points that I love about the software are the campaigns that help me to be in contact with the client efficiently and definitely the sales that I have managed to obtain thanks to all the software. ### 36. My favorite software **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea L. | Procurement, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Shape Mortgage Software?** The easy navigation has to be my favorite part in comparison to some of the competitors I've used before. It offers hands on help to learn how it works which is a great feature too. **What do you dislike about Shape Mortgage Software?** Sometimes there are features I would like to use that Shape doesn't have such as only allowing one level of progressive profiling in forms. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It really helped us in organizing our clients in an efficient way and easy to use. ### 37. Good CRM option **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Shape Mortgage Software?** Its such a good option for a begginer, the easyness is one of the main reasons to apdot it.Its impressive the experience you have since the beggining. Im willing to refer it. **What do you dislike about Shape Mortgage Software?** One of the advantages of others tools is the capacity of more customization. This helps to integrate other tools or company needs, this could help to have a better software **What problems is Shape Mortgage Software solving and how is that benefiting you?** One of the main problems we have was to scale up the know how of tools. Mortage is so easy we could go faster and start making things in such a easy way................... ### 38. Perfect for our startup **Rating:** 5.0/5.0 stars **Reviewed by:** Sandra C. | Asistente de marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Shape Mortgage Software?** We love the fact that Shape enables us to keep a track of all our clients in just one place. **What do you dislike about Shape Mortgage Software?** To be honest, there is very little not to like with Shape but regarding the various softwares we use, this one takes a little more time to implement. **What problems is Shape Mortgage Software solving and how is that benefiting you?** We really like the interface for Space and the fact they have a lot of basic data on clients such as the number of employees, etc. ### 39. A positive app for campaigns management **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriela R. | Engagement Jr. Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2022 **What do you like best about Shape Mortgage Software?** I enjoy being able to manage tasks, prospects, and reporting all in one place. The app helps me stay organized with tools such as notes, calls, texts, and emails, all in one system. **What do you dislike about Shape Mortgage Software?** It can be a bit tedious having to set up all the information at the begging, especially if you're not familiar with a similar interface. Once you get a hold of it it's quite easy... **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape mortgage is helping me make reporting easy, not just for me but a ### 40. Greatest experience with CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Diego M. | Coordinador Pedagógico, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Shape Mortgage Software?** Such a great tool that helped me with all my work issues. i can say this Software saved me a lot of time!! **What do you dislike about Shape Mortgage Software?** Probably I would recommend to improve the customization. There are other softwares that have a more comfortable presentation for the users. **What problems is Shape Mortgage Software solving and how is that benefiting you?** I did not have many problems using the software ### 41. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Natali A. | Recruiting Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Shape Mortgage Software?** The software is my best ally at work! It helps me a lot in keeping my entire database updated and I can find the information very quickly. **What do you dislike about Shape Mortgage Software?** After using Shape for a while I can truthfully say that there's nothing that I dislike. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It has helped me with many mishaps that I had at work and I was able to provide all the information I needed to complete on time. ### 42. Probably the best CRM on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Oriana M. | Analista digital, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2022 **What do you like best about Shape Mortgage Software?** Absolutely perfect if your goals are price point and only to track contact information but you might need some task management too if you need to manage actual deal flow. **What do you dislike about Shape Mortgage Software?** Similar to almost every other CRM, Shape *lacks* the capability to drag and drop tasks to plan your schedule. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It's absolutely great as a CRM as long as you plan to use another tool for actual deal flow. ### 43. I would recommend it **Rating:** 5.0/5.0 stars **Reviewed by:** Laura J. | Agente bilingüe, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** Well, I used a lot of different kinds of software in different jobs but they were bad o confusing. This is a very easy software and I will recommend this, is fast and everyone can learn it and have great support. **What do you dislike about Shape Mortgage Software?** Nothing I dislike so far, it's working well for me. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Well, It helps me to grow faster and communicate with the clients I have, and it's easy for everyone, and I can stay in contact with the costumers so it's a great think. ### 44. Great CRM for many reasons **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2022 **What do you like best about Shape Mortgage Software?** I have done a lot of great things that are very useful, it is great to solve mortgage problems using a software. **What do you dislike about Shape Mortgage Software?** I would love to have more customization for the deal selection. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It is very simple for people to use it and whenever the user wants to customize it, you can do it. ### 45. Professional and educational **Rating:** 5.0/5.0 stars **Reviewed by:** Flavia Alessandra L. | Asistente administració de ventas, Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2022 **What do you like best about Shape Mortgage Software?** Well, the truth is that I found it professional and didactic, I found many ways to access indicators that normally I would not be able to see easily. **What do you dislike about Shape Mortgage Software?** Only at the beginning, I had to adapt little by little to the interface, so it would be good for me to have a help menu. **What problems is Shape Mortgage Software solving and how is that benefiting you?** With everything it offers me, I have really been able to optimize my time and increase my sales. ### 46. Easiest CRM I ever used. Recommended. **Rating:** 5.0/5.0 stars **Reviewed by:** Maria Claudia P. | Asistente, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** I LOVE how straightforward it is to use. The design is rather simple and it is not hard to get going. Customer management is a breeze with this CRM and it is definitely worth it. I’ve spent weeks with it and I love it. **What do you dislike about Shape Mortgage Software?** I don´t have something that I dislike so far. The tool is brilliant and it has made my workload lighter. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Customer Management, sales, reminders, quotations, email lists, and content creation. ### 47. 100% Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Adriana U. | Research Fellow, Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2022 **What do you like best about Shape Mortgage Software?** It's very helpful and easy to use. It's just what I needed! The software is self explanatory and intuitive to use. The best part is that is very accesible. **What do you dislike about Shape Mortgage Software?** I'm very satisfied with this and for now I don have any other issues. **What problems is Shape Mortgage Software solving and how is that benefiting you?** I had a program to run and needed to search for an specific score in the results, and this software has a master search feature which was really helpful. ### 48. Great CRM with Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Karen L. | Practicante preprofesional de investigación, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2022 **What do you like best about Shape Mortgage Software?** Shape is a fantastic CRM for organizations that want a system that can support all departments such as sales, client success, customer support, finance and marketing. **What do you dislike about Shape Mortgage Software?** When we first tried the platform there were some critical sales functions that didn't exist such as forecasting, which was added/improved on afterwards. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It really helped us with our business and had a greater usage for multiple departments.} ### 49. One important software for companies **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Shape Mortgage Software?** I can tell that this software is very useful for me because when i am working with mortgage is necessary to be update and having a software that helps me on daily tasks is incredible **What do you dislike about Shape Mortgage Software?** I would say that not all companies have the same way of selling so it can improve the software if there could be the option of costumizing the deal section **What problems is Shape Mortgage Software solving and how is that benefiting you?** The software is intuitive, so every user can efficiently work on it. So the benefit is that I can optimize my time at work. ### 50. Space CRM functions are really quick and and it’s features easy to learn **Rating:** 5.0/5.0 stars **Reviewed by:** Fernando F. | First Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Shape Mortgage Software?** It helped us bringing our processes forward in a wonderful way and their support is superior to any other product **What do you dislike about Shape Mortgage Software?** Space's CRM functions are really quick and it's basic features are very easy to learn. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helped us bring our processes forward in a wonderful way and their support is truly, truly superior to any other product support I have ever received. ## Shape Mortgage Software Discussions - [What is Shape Mortgage Software used for?](https://www.g2.com/discussions/what-is-shape-mortgage-software-used-for) - [What are the most used (and helpful) components of Shape?](https://www.g2.com/discussions/what-are-the-most-used-and-helpful-components-of-shape) - 1 upvote - [How are others using Shape to help their mortgage business?](https://www.g2.com/discussions/how-are-others-using-shape-to-help-their-mortgage-business) - 1 upvote - [Is video marketing capabilities planned for the future?](https://www.g2.com/discussions/is-video-marketing-capabilities-planned-for-the-future) - 1 upvote - [View Shape Mortgage Software pricing details and edition comparison](https://www.g2.com/products/shape-mortgage-software/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+16%3A06%3A15+-0500&secure%5Bsession_id%5D=1e405ec1-dd4b-4f19-82c4-7f09e289a065&secure%5Btoken%5D=7c098c5cae0feb04d47b9c36f5f1151a003704f81c77efc788d49d764398d148&format=llm_user) ## Shape Mortgage Software Integrations - [Blend Mortgage Suite](https://www.g2.com/products/blend-mortgage-suite/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) - [Finastra Originate Mortgagebot](https://www.g2.com/products/finastra-originate-mortgagebot/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [LendingPad](https://www.g2.com/products/lendingpad/reviews) - [Loansifter](https://www.g2.com/products/optimal-blue-loansifter/reviews) - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - [TrustEngine](https://www.g2.com/products/trustengine/reviews) ## Shape Mortgage Software Features **Loan Services** - LOS Integration - Mortage CRM - Alerts - Mortgage CRM - Lender Relationship - Mortgage CRM - Compliance - Mortgage CRM **Borrower Tools** - Borrower Portal - Comparison **Client Management** - Contact Management - Mortgage CRM - Real Estate CRM - Mortgage CRM - Email Marketing Automation - Mortgage CRM **Lender Tools** - Loan Pipeline - Credit Pull - Workflows - Mobility **Core Functionality** - Integrations - Customization - Document Management **Agentic AI - Mortgage CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top Shape Mortgage Software Alternatives - [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) - 4.6/5.0 (63 reviews) - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - 4.9/5.0 (92 reviews) - [Total Expert](https://www.g2.com/products/total-expert/reviews) - 4.5/5.0 (149 reviews)