Shape Mortgage Software Reviews & Product Details

Shape is the first CRM I've encountered that is end to end Review collected by and hosted on G2.com.

So far, it’s been very easy to use, and I don’t have any complaints yet. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

My only drawback is that I didn't use them sooner. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

The ability to mass text message was very helpful. Ease of use. Number of features and customer suppoert were great. Review collected by and hosted on G2.com.

The ability to cross platform post on social media would be a great addition. Review collected by and hosted on G2.com.

The upside to using the Shape software is I like having a POS and CRM within the same system. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Shape is very simple to use. It has so many features and useful business applications. A great way to stay organized. Review collected by and hosted on G2.com.

I am not a fan of the texting and calling feature. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The software system and the experience were both wonderful and fun. I was beyond pleased with the service. Review collected by and hosted on G2.com.

Shape Mortgage Software can help lenders improve efficiency, reduce costs, and enhance the borrower experience by providing a more streamlined and automated mortgage process. Review collected by and hosted on G2.com.

I cannot say at the moment. By far, I love Shapre! Review collected by and hosted on G2.com.

I like it because it is very simple and very user-friendly. Review collected by and hosted on G2.com.

I didn't encounter any delay about this CRM. Review collected by and hosted on G2.com.