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Shape Mortgage Software Reviews & Product Details

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.

Product Website

Seller

Shape Software

Discussions

Shape Mortgage Software Community

Languages Supported

English, Spanish

Product Description

Shape Mortgage Software is an all-in-one customer relationship management and marketing automation platform tailored specifically for mortgage professionals. It streamlines the entire loan process—from lead generation to post-closing—by integrating essential tools into a single, user-friendly interface. By automating sales and marketing tasks, Shape enhances productivity, reduces manual effort, and accelerates loan closures. Key Features and Functionality: - Integrated CRM: Centralizes client information, facilitating efficient lead management and communication. - Built-in Communication Tools: Includes VoIP calling, SMS/MMS texting, and email automation to streamline client interactions. - Digital 1003 Borrower Portal: Offers a secure, online platform for borrowers to complete applications and upload necessary documents. - LOS Integrations: Seamlessly syncs with leading Loan Origination Systems like Encompass and LendingPad, ensuring smooth data flow and reducing manual data entry. - AI-Powered Lead Scoring: Utilizes ShapeIQ to prioritize leads based on their likelihood to convert, enabling loan officers to focus on high-potential clients. - Automated Marketing Campaigns: Provides pre-built email and text templates, along with drip campaign sequences, to nurture leads and maintain client engagement. - Referral Management: Tracks and manages relationships with referral partners, enhancing collaboration and business growth. - Mobile Accessibility: Features a mobile app that allows users to manage tasks, communicate with clients, and access information on the go. Primary Value and Solutions Provided: Shape Mortgage Software addresses the common challenges faced by mortgage professionals, such as fragmented workflows, manual data entry, and inefficient communication. By consolidating essential tools into a single platform, it enhances operational efficiency, reduces errors, and accelerates the loan origination process. The software's automation capabilities free up valuable time for loan officers, allowing them to focus on building client relationships and closing more loans. Additionally, its AI-driven insights and seamless integrations with existing systems ensure that mortgage businesses can adapt to market demands and maintain a competitive edge.

Overview by

Eliot Saeedi (Shape Software)

Pricing

Pricing provided by Shape Mortgage Software.

Enterprise

$119.00

View More Pricing Information

Shape Mortgage Software Integrations

(1)

Verified by Shape Mortgage Software

Shape Mortgage Software Media

Shape Mortgage Software Demo - Dashboards & Leaderboards

Track loan production, leads, and user performance from centralized dashboards and leaderboards.

Shape Mortgage Software Demo - Sales Pipeline

Maximize efficiency with prioritized list views, intelligent lead scoring, and the ability to call, text, e-mail, take notes, and take 30+ actions on any given client all from one place.

Shape Mortgage Software Demo - Lead, Partner, and Loan Management with LOS Sync

Gather documentation, send reminders or 1003 quickapps, upload documents, and manage all your leads, working deals, and closed deals directly from Shape. 2-way LOS APIs plus 3.4 MISMO and 3.2 FNM import & export features.

Shape Mortgage Software Demo - Mobile App

Take Shape on the go with our mobile app available on the App Store and Google Play.

Shape Mortgage Software Demo - Shape Dialer

Shape's integrated dialer has over 50 features to help you close more loans including: -Local presence - Get multiple local area codes to maximize your call pick-up rates -Call recording, conference calls, inbound/outbound call routing, IVR, etc.

Shape Mortgage Software Demo - Shape Mortgage POS

Provide clients a unique account they can access right on your website with your brand.

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Charlie R.

Mortgage Broker

Small-Business (50 or fewer emp.)

4/24/2025

"I can't say enough about Shape CRM."

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

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

Jack H.

Co-Founder & CEO

Small-Business (50 or fewer emp.)

6/15/2024

"Shape Software Drives Our Success"

5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Steven C.

Firefighter/Paramedic

Small-Business (50 or fewer emp.)

7/25/2024

"Very user friendly system with lots of features and it is very customizable."

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

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

Charles P.

Senior Loan Officer

Small-Business (50 or fewer emp.)

7/5/2024

"Platform is Clean and Easy to Navigate"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Tyler H.

Mortgage Loan Originator

Small-Business (50 or fewer emp.)

7/9/2024

"Great CRM for some"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

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

Ty D.

Small-Business (50 or fewer emp.)

3/6/2023

"Amazing CRM and best customer service ever!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Fabriccio T.

Information Technology Consultant

Enterprise (> 1000 emp.)

6/10/2023

"Shape is so versatile, I highly recommend it!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Mary Joy B.

Small-Business (50 or fewer emp.)

5/10/2023

"Amazing CRM! One of the best in the Market!"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

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

Ma. Amor R.

Virtual Administrative Medical Assistant

Mid-Market (51-1000 emp.)

5/10/2023

"For me, this is the most convenient CRM."

5/5

What do you like best about Shape Mortgage Software?

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

What do you dislike about Shape Mortgage Software?

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

Hamdan Q.

Top Rated Plus US Accounting and Tax Expert

Small-Business (50 or fewer emp.)

2/22/2023

"Great all-in-one mortgage platform"

5/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.