Karina F.
KF
Karina F.
Account Manager Key Account
Small-Business (50 or fewer emp.)
"Great price and facilities"
5/5
What do you like best about Shape Mortgage CRM?

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 Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I have no terms that i dislike from Shape Review collected by and hosted on G2.com.

Diego Miguel C.
DC
Diego Miguel C.
Analista de Facturación y Customer Operations (Finance & Service)
Mid-Market (51-1000 emp.)
"Great CRM for loans"
5/5
What do you like best about Shape Mortgage CRM?

As a person that makes loans constantly at work is a great tool to keep records automatically and close transactions in less time. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I have no things that i dont like about this platforms Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Dani was exceptional!"
5/5
What do you like best about Shape Mortgage CRM?

Shape is great but Dani was able to explain everything in great detail and was extremely helpful. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

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. Review collected by and hosted on G2.com.

Verified User in Telecommunications
UT
Verified User in Telecommunications
Mid-Market (51-1000 emp.)
"Excellent Software"
5/5
What do you like best about Shape Mortgage CRM?

It´s amazing how I can customize Shape according to my business requirements and what I need. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I’ve been testing it for a short time, and so far everything is going very well. Review collected by and hosted on G2.com.

Eduardo Z.
EZ
Eduardo Z.
Cofundador
Small-Business (50 or fewer emp.)
"Experience using the software interface"
5/5
What do you like best about Shape Mortgage CRM?

Love the user interface and the features that come with the system Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I do not dislike anything of the software Review collected by and hosted on G2.com.

Joshua C.
JC
Joshua C.
Vice President
Small-Business (50 or fewer emp.)
"Best Mortgage CRM + POS I've used"
5/5
What do you like best about Shape Mortgage CRM?

User interface is sleek and the dialer is great. We use the Encompass LOS integration and the Shape portal with it. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

There are a lot of features and parts of the system we haven't used yet. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"A helpful experience!"
5/5
What do you like best about Shape Mortgage CRM?

To begin with, the platform is friendly enough for new users. Collaboration in terms of HR processes and Marketing has been enhanced very nicely. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I find no issues with Shape, other than the amount of functionalities. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"It is a suitable platform for commercial management"
5/5
What do you like best about Shape Mortgage CRM?

The platform allows adequate control of commercial management in all its stages Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

could improve in being more friendly for the generation of indicators Review collected by and hosted on G2.com.

Verified User in Automotive
UA
Verified User in Automotive
Mid-Market (51-1000 emp.)
"It seems to me an excellent software."
5/5
What do you like best about Shape Mortgage CRM?

Very comprehensive and practical for financial purposes, versatility, viability, friendly. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Sometimes the processing becomes slow. Review collected by and hosted on G2.com.