---
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 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=4&section=pricing&secure%5Bexpires_at%5D=2026-07-22+04%3A08%3A26+-0500&secure%5Bsession_id%5D=ebeaab0e-40e5-4b25-9586-6be631d1a32c&secure%5Btoken%5D=23c525ff4d8963b8fd4e0680689587dc2d0ced6e958d486d92cc3fa0c5d835b1&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)