--- title: Shape Mortgage Software Reviews meta_title: 'Shape Mortgage Software Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 98 reviews by the users' company size, role or industry to find out how Shape Mortgage Software works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 98 scale: '5' date_modified: '2026-07-20' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 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. Best CRM and excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Lucia A. | Analista senior de marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2022 **What do you like best about Shape Mortgage Software?** I am happy with the characteristics of the software, it is very practical and didactic. We use Shape to manage the leads we generate and evaluate marketing strategies that will impact them the best. **What do you dislike about Shape Mortgage Software?** There´s that I do not like, I am satisfied with everything. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Before we could not manage contacts efficiently and have a record of clients to communicate with them and maintain a long-term relationships. I love the softwar ### 2. I love it! very user-friendly platform **Rating:** 4.5/5.0 stars **Reviewed by:** Adriana E. | T, Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2022 **What do you like best about Shape Mortgage Software?** I really like the service that Shape offers, it is something that I consider innovative and time-reducing on a daily basis. **What do you dislike about Shape Mortgage Software?** the permission roles  option usually takes a little longer time than expected, but besides that, the platform is very useful. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helps to have an operational system on a daily basis. It takes time away from other tasks and the automation helps deliverables to be fast and easy to read ### 3. The best way to keep in touch with your customers **Rating:** 5.0/5.0 stars **Reviewed by:** Diego G. | Headhunter | Senior Analyst - Executive Search (NAM/LAM), Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2022 **What do you like best about Shape Mortgage Software?** As a small business, managing my customers has become easier with this platform. Everything that I need for customer relationship management is provided by the software. **What do you dislike about Shape Mortgage Software?** I have noticed that some features require an upgrade which could become costly for small businesses **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape CRM is really great because it provides my business with a straight forward and powerful software. ### 4. Shape is an excellent software that helps us to maintain organized tasks, is very user-friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle C. | Responsable Comercial & Nuevos Negocios, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Shape Mortgage Software?** I like that is very easy to use and is not expensive at all. **What do you dislike about Shape Mortgage Software?** Being a user of many other platforms throughout the years could make it a little difficult to adjust at first sight, however as the platform is very user-friendly, it wasn't a difficult task. We liked very much the CRM for our daily tasks. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Lead management. We had difficulties in the past being able to track the end to end flow. SHAPE helps us mantaining our leads organized ### 5. Intuitive and User-Friendly Without Being Overwhelming **Rating:** 5.0/5.0 stars **Reviewed by:** David R. | Ejecutivo Comercial & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** It has all the core features we needed at a lower cost without the need for a third-party getting involved. **What do you dislike about Shape Mortgage Software?** Automation tools take some time to develop completely based on my requirements and the data available, unfortunately, there’s not much that can be done about that. But I’m confident that will sort itself out with enough data. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Outreach to my customers. communication, emails, and SMS. Also Brand awareness and Marketing. ### 6. excellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Alessandra R. | psychology, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Shape Mortgage Software?** I like that the service complies with what it offers, I save a lot of time in operational work and when I have a question the team attends to me immediately and efficiently. **What do you dislike about Shape Mortgage Software?** At first I thought it would be difficult to configure some points but it was really very simple and fast. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It has helped me a lot to optimize my work and my team as well. ### 7. Great Software!! **Rating:** 5.0/5.0 stars **Reviewed by:** Carolina A. | Senior Talent Acquisition Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2022 **What do you like best about Shape Mortgage Software?** I’ve struggled in the past to follow up sales and clients due to how little time I have while dealing with tasks at work but Shape is the perfect solution for it. **What do you dislike about Shape Mortgage Software?** I don't have any complain about this software. Is amazing. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It reduces your time and you can be more productive. ### 8. The experience I had was the best, I loved how easy and useful it is to have all these tools **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2022 **What do you like best about Shape Mortgage Software?** The experience is good and complete, also the way that I can be connected in real time and so easy to do any actions. I belive en the concept and how this tool is powerful **What do you dislike about Shape Mortgage Software?** I guess I really like it so is hard for me identify something that I dislike but maybe with more time as user I will identify something that i dislike or disagree about experience **What problems is Shape Mortgage Software solving and how is that benefiting you?** Amazing to be in communication with old and new clients, I find everything that can be done interesting and we can follow up them and also the overview is fantastic ### 9. One of the best CRM in the market **Rating:** 5.0/5.0 stars **Reviewed by:** Ximena L. | Supervisor Comercial - Mazda, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Shape Mortgage Software?** I've been User from Hubspot and Pipedrive in the past, however I had never been able to do a complete follow-up of my prospects in such a simple way that allows me to automate processes and save a lot of time. **What do you dislike about Shape Mortgage Software?** It is in process of transition from one CRM to another. But once you learn it, there's no problem at all. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helped me to organize my leads and other process ### 10. great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Christian B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2022 **What do you like best about Shape Mortgage Software?** great software, it's detailed and makes the job easy. **What do you dislike about Shape Mortgage Software?** I wish it was more adaptable to every field or company. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It's easy to understand and manage but with the option of being customized. ### 11. Great support! **Rating:** 5.0/5.0 stars **Reviewed by:** Beatriz Del Pilar N. | Psicóloga, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** I like that it is an organized business where I can find things related to my work quickly and efficiently. I can distribute my notes and the most relevant information I find. **What do you dislike about Shape Mortgage Software?** I used to have troubles searching for information but once you understand how it works there is no more problem. **What problems is Shape Mortgage Software solving and how is that benefiting you?** I would recommend it for others to use it too. ### 12. Shape is a masterpiece **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa A. | Ejecutiva de Ventas Corporativas , Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** I have never had the experience of using a CRM in the past, however the experience has been delightful. It has helped me a lot to organize myself. **What do you dislike about Shape Mortgage Software?** In the beginning I had some issues getting used to the platforma, but since it is very friendly, I didnt have any trouble at all with it. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape helped me being ablle to track my leads in a productive way ### 13. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Carla F. | Senior Analyst Recuiter -Executive Search (NAM/LAM), Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2022 **What do you like best about Shape Mortgage Software?** Being able to automate my sales was what I liked the most about Shape. **What do you dislike about Shape Mortgage Software?** My experience has been very pleasant because of how easy it is to use, so there´s nothing I dislike about this software. **What problems is Shape Mortgage Software solving and how is that benefiting you?** As I mentioned, sales automation was what impacted me the most, it helped me optimize my time. ### 14. Shape Mortgage software has a very intuitive interface **Rating:** 5.0/5.0 stars **Reviewed by:** Liliana C. | Expert Consultant on Spatial Data and Planning in Colombia, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Shape Mortgage Software?** For me, it has been beneficial, especially for working on mortgage issues. **What do you dislike about Shape Mortgage Software?** I would like to have more customization options. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It was straightforward to understand and had a very intuitive interface that let me customize some things. ### 15. Great CRM experience **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle L. | Key Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Shape Mortgage Software?** I had used CRM platforms in the past but none as intuitive as Shape and focused on loan management. Definitely a good experience to recommend. **What do you dislike about Shape Mortgage Software?** Nothing that I dislike so far. I love the facilities, and maybe in the future, using it more, I'll find something that can improve **What problems is Shape Mortgage Software solving and how is that benefiting you?** The software has everything in needed. It helps to follow the process and stay in touch with the clients. ### 16. Exceeded my expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea C. | Asistente de diseño, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2022 **What do you like best about Shape Mortgage Software?** The synchronization to import my spreadsheets and contacts into Shape was what blew me away. **What do you dislike about Shape Mortgage Software?** So far nothing, it's great and it stands out over other CRMs by a mile. **What problems is Shape Mortgage Software solving and how is that benefiting you?** That I was able to make calls to my clients from my internet browser in an efficient way. ### 17. CRM is a Great Entry Level Contact Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia S. | Export & Import Customer Service, Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2022 **What do you like best about Shape Mortgage Software?** The program is very easy to use and is effective at managing my contacts. **What do you dislike about Shape Mortgage Software?** The features on the CRM are a little limited when it came to things I needed it for. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape is a great entry level option for businesses who need a way to manage their contacts. ### 18. Is very intuitive, one of the most useful systems **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia M. | Marketing assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Shape Mortgage Software?** It allows me to manage a single database and directly qualify the leads, it also automates my processes trough the day. **What do you dislike about Shape Mortgage Software?** It works fine, I adapted very quickly but i felt that it could integrate even more funtions **What problems is Shape Mortgage Software solving and how is that benefiting you?** Is the management of information and automated reports that allow us to make the information visible in real time. ### 19. Shape is the best CRM!! **Rating:** 5.0/5.0 stars **Reviewed by:** Pamela A. | Representante Técnico Comercial, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Shape Mortgage Software?** I like very much that I can have all the tools I need in just one site. It is amazing how can I control my sales and all the process at once. Simply love it. **What do you dislike about Shape Mortgage Software?** None. I'm fascinated of Shape. It's a brilliant tool **What problems is Shape Mortgage Software solving and how is that benefiting you?** I used to work with different platforms to sell. Now I can automate the processes in a single platform ### 20. Great CRM - 10/10 Excellent experience **Rating:** 5.0/5.0 stars **Reviewed by:** Emilia H. | Asistente de marketing, Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** An affordable, user-friendly, and understandable platform. One of the most intuitive platforms I have tried. **What do you dislike about Shape Mortgage Software?** I have nothing negative so far. I would only like to see more functionality. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helped me to manage my contacts more efficiently, is a cheap and easy-to-use platform. It is hassle-free, and it helps a lot in customer management. ### 21. The best software I have ever experienced, for support and service. **Rating:** 5.0/5.0 stars **Reviewed by:** Kiyoko A. | Asistente Comercial y Marketing , Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2022 **What do you like best about Shape Mortgage Software?** I like its features, functionality and price. Specially because I can manage my tasks, accounts and it is very quick to understand how to use it. I highly recommend it for any mortgage business. **What do you dislike about Shape Mortgage Software?** I really don't dislike anything, it's very interesting. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Adds value too the business, and helps keep new customers organized ### 22. Im happy with everything! **Rating:** 5.0/5.0 stars **Reviewed by:** Franceska P. R. | Ventas, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2022 **What do you like best about Shape Mortgage Software?** The ease of sending a large number of text messages quickly was amazing. **What do you dislike about Shape Mortgage Software?** None at all, it is the best CRM that I have ever used and I would highly recommend. **What problems is Shape Mortgage Software solving and how is that benefiting you?** The possibility of obtaining detailed reports and making better decisions as a company ### 23. It is very complete **Rating:** 5.0/5.0 stars **Reviewed by:** Rogelio R. | Coordinador de Marketing Corporativo, Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2022 **What do you like best about Shape Mortgage Software?** Not only for me it has been easy to use but also for my clients, since the information is loaded quickly. **What do you dislike about Shape Mortgage Software?** I think the software is already complete, I wouldn´t add additional functions to it. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Being able to make reports with greater precision and analyze the performance of my campaigns. ### 24. The best ally for CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Keyla S. | Médico general, Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2022 **What do you like best about Shape Mortgage Software?** For the mortgage sector, it is a great work tool, it has made my job easier. **What do you dislike about Shape Mortgage Software?** None, the support it gives me is unique and has helped me achieve things in my job much faster than before. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helps me reduce risks at work and obtain better results. ### 25. Incredible would I would recommend it **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea O. | People & Development Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Shape Mortgage Software?** Everything is intuitive, it is not difficult to use. Love the user interface and the features that come with the system. The experience is very rewarding. **What do you dislike about Shape Mortgage Software?** There is nothing that I dislike so far, I like the facilities. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helps to follow the process and stay in touch with clients, the interface is amazing. ### 26. Have nice results with it **Rating:** 4.0/5.0 stars **Reviewed by:** Germán B. | Directivo docente, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Shape Mortgage Software?** It is better than other platforms that i have been used **What do you dislike about Shape Mortgage Software?** I Need more information yo used selo and completely **What problems is Shape Mortgage Software solving and how is that benefiting you?** Not to much ### 27. I love everything **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandra P. | Profesora de apoyo, Mid-Market (51-1000 emp.) **Reviewed Date:** September 01, 2022 **What do you like best about Shape Mortgage Software?** I don't usually give good ratings, but I think this tool deserves it. **What do you dislike about Shape Mortgage Software?** I am happy with everything, I had no problems compared to other programs in the mortgage industry that I have used. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Time, because we were able to optimize the time we used to send messages manually before. ### 28. It's the best software I've ever tried **Rating:** 5.0/5.0 stars **Reviewed by:** César R. | A, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2022 **What do you like best about Shape Mortgage Software?** Many times it was difficult for me to be able to customize a program according to my needs and with shape, I can do it now **What do you dislike about Shape Mortgage Software?** It's the most efficient thing I've ever tried, there's nothing I don't like. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It helped me to be able to work according to my needs. ### 29. Great customer services worth the value **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** September 18, 2022 **What do you like best about Shape Mortgage Software?** Amazing customer service and support! The success manager are extremely knowledgeable and respond to emails quickly. **What do you dislike about Shape Mortgage Software?** I wish there was more customization. Not every company sell the same way so it would be great if there were an option to be able to customize the deal section. **What problems is Shape Mortgage Software solving and how is that benefiting you?** The reporting functionality is cool, although I do prefer excel mostly. It's nice that our marketing team can operate on the same platform. ( I work in sales) ### 30. I love the service **Rating:** 5.0/5.0 stars **Reviewed by:** Gina Herenia P. | COORDINADORA DE LA UCI, Enterprise (> 1000 emp.) **Reviewed Date:** September 11, 2022 **What do you like best about Shape Mortgage Software?** The technical support and assistance with any questions you have 24/7. **What do you dislike about Shape Mortgage Software?** On the subject of security none, it seems to me the best there is on the market **What problems is Shape Mortgage Software solving and how is that benefiting you?** All my queries were resolved upon request by the technical team immediately. ### 31. I will recommend it **Rating:** 5.0/5.0 stars **Reviewed by:** Camila Fabiana R. | Gerente general, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Shape Mortgage Software?** The software is very well structured and complete, the price is very affordable for what it offers. We are happy with the CRM help. **What do you dislike about Shape Mortgage Software?** I have no complaints, It just met my expectations. **What problems is Shape Mortgage Software solving and how is that benefiting you?** It has solve many manual activities for us and our service has improved. ### 32. I like it **Rating:** 5.0/5.0 stars **Reviewed by:** Rayzza U. | Asistente de selección, Mid-Market (51-1000 emp.) **Reviewed Date:** September 01, 2022 **What do you like best about Shape Mortgage Software?** All the features that Shape presents were very useful for my work. **What do you dislike about Shape Mortgage Software?** So far no complaints and I am satisfied with everything that it has to offer. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Being able to make integrated calls was a great added value to communication. ### 33. Best CRM for several reasons **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2022 **What do you like best about Shape Mortgage Software?** I can say that it has been very useful for me, especially due to the automation tools it implements. **What do you dislike about Shape Mortgage Software?** Customization is a bit lacking, overall. I wish it would allow my company to have more options when setting up the Deals section. **What problems is Shape Mortgage Software solving and how is that benefiting you?** The user experience is good, and it also has the option to be customized if needed. ### 34. Best CRM for multiple reasons **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** October 15, 2022 **What do you like best about Shape Mortgage Software?** a very useful tool for my day-to-day work **What do you dislike about Shape Mortgage Software?** The tool should be adapted to the sector to which the company that uses it belongs and, therefore, should incorporate different options depending on the sector and products or services that each company sells. **What problems is Shape Mortgage Software solving and how is that benefiting you?** friendly to use, but should be more flexible and therefore customizable by company type ### 35. Perfect Sales Asisstant and organizer **Rating:** 5.0/5.0 stars **Reviewed by:** Gianfranco P. | Pre Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Shape Mortgage Software?** Being able to integrate various software to the CRM is a great advantage of this CRM. i really recommend it. **What do you dislike about Shape Mortgage Software?** So far, there's nothing I don't like about Shape. **What problems is Shape Mortgage Software solving and how is that benefiting you?** I've worked with Pipedrive before, and since it is also a good platform, is not as intuitive as Shape. ### 36. Excellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Valeria M. | Carnet Jove y Kids Trainee, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** During my entire career, I've never been able to organize my clients and close my deals in an efficent way. Shape is an excellent platform for that. **What do you dislike about Shape Mortgage Software?** nothing i dont think i dislike it at all, enjoy it **What problems is Shape Mortgage Software solving and how is that benefiting you?** Having organized tools to follow my leadsb ### 37. Fantastic customer service and CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Alonso T. | Corporate Credit Risk - Analyst , Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2022 **What do you like best about Shape Mortgage Software?** Thanks to Shape I can increase my sales and have a unique platform to integrate all services. **What do you dislike about Shape Mortgage Software?** I haven’t noticed services I don’t like from this CRM. **What problems is Shape Mortgage Software solving and how is that benefiting you?** I like Shape’s functionalities and automation services. It helps me stay organized and focus on my work. ### 38. A truly exceptional CRM software for the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2022 **What do you like best about Shape Mortgage Software?** It provides world-class services to its clients, it has one of the best UX/UI in the world and It is easy to manage all your leads based on their activities. **What do you dislike about Shape Mortgage Software?** There are limitations on the custom fields which could be a big problem as your company grows **What problems is Shape Mortgage Software solving and how is that benefiting you?** The platform is great for sales, marketing, customer service,s, and operations. It´s very easy to use ### 39. Improves your relationship with your customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Shape Mortgage Software?** It is an automated software that will help you with the organization of your company's activities, scheduling appointments, scheduling a client with an advisor, broadcasting messages, etc. **What do you dislike about Shape Mortgage Software?** It is a platform with many functions but at first it can be slightly difficult to understand. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Shape is a complete CRM platform with functions to help you organize your sales, marketing campaigns, customer service, etc. ### 40. Great price and facilities **Rating:** 5.0/5.0 stars **Reviewed by:** Karina F. | Account Manager Key Account, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Shape Mortgage Software?** I like the service that Shape offers at a completely fair price and that offers what is necessary to be able to keep a record of the loans and reduce my time **What do you dislike about Shape Mortgage Software?** I have no terms that i dislike from Shape **What problems is Shape Mortgage Software solving and how is that benefiting you?** Amazing interface ### 41. Great CRM for loans **Rating:** 5.0/5.0 stars **Reviewed by:** Diego Miguel C. | Analista de Facturación y Customer Operations (Finance & Service), Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Shape Mortgage Software?** As a person that makes loans constantly at work is a great tool to keep records automatically and close transactions in less time. **What do you dislike about Shape Mortgage Software?** I have no things that i dont like about this platforms **What problems is Shape Mortgage Software solving and how is that benefiting you?** Organization at work and with clients ### 42. Dani was exceptional! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Shape Mortgage Software?** Shape is great but Dani was able to explain everything in great detail and was extremely helpful. **What do you dislike about Shape Mortgage Software?** Some of the things are pretty complex and certain things such as the names dont show up for referral partners but apparently thats being fixed. **What problems is Shape Mortgage Software solving and how is that benefiting you?** The referral partners name situation ### 43. Excellent Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2022 **What do you like best about Shape Mortgage Software?** It´s amazing how I can customize Shape according to my business requirements and what I need. **What do you dislike about Shape Mortgage Software?** I’ve been testing it for a short time, and so far everything is going very well. **What problems is Shape Mortgage Software solving and how is that benefiting you?** I was able to do my marketing campaigns quickly as the system provides pre-built options and this helped a lot. ### 44. Experience using the software interface **Rating:** 5.0/5.0 stars **Reviewed by:** Eduardo Z. | Cofundador, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Shape Mortgage Software?** Love the user interface and the features that come with the system **What do you dislike about Shape Mortgage Software?** I do not dislike anything of the software **What problems is Shape Mortgage Software solving and how is that benefiting you?** Lead follow-up (big one), and texting for marketing area ### 45. Best Mortgage CRM + POS I've used **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua C. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2022 **What do you like best about Shape Mortgage Software?** User interface is sleek and the dialer is great. We use the Encompass LOS integration and the Shape portal with it. **What do you dislike about Shape Mortgage Software?** There are a lot of features and parts of the system we haven't used yet. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Marketing automation, lead management, LOS integration. ### 46. A helpful experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** To begin with, the platform is friendly enough for new users. Collaboration in terms of HR processes and Marketing has been enhanced very nicely. **What do you dislike about Shape Mortgage Software?** I find no issues with Shape, other than the amount of functionalities. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Maintaining the internal-client relationships through automatic listing and emailing is helping our presence and productivity a lot. ### 47. It is a suitable platform for commercial management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Shape Mortgage Software?** The platform allows adequate control of commercial management in all its stages **What do you dislike about Shape Mortgage Software?** could improve in being more friendly for the generation of indicators **What problems is Shape Mortgage Software solving and how is that benefiting you?** allows proper monitoring of leads and to be able to take early action on them ### 48. It seems to me an excellent software. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Shape Mortgage Software?** Very comprehensive and practical for financial purposes, versatility, viability, friendly. **What do you dislike about Shape Mortgage Software?** Sometimes the processing becomes slow. **What problems is Shape Mortgage Software solving and how is that benefiting you?** Allow customization according to needs ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+10%3A27%3A33+-0500&secure%5Bsession_id%5D=64679705-3f1f-4c73-96ae-ebafe70711ca&secure%5Btoken%5D=ffec6bd2940aed316689f7a81ce1639a9b4f914bc9a9348669a37382c23276e9&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) - 4.5/5.0 (68 reviews) - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - 4.9/5.0 (92 reviews) - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews)