The order, having everything organized and segmented gives a more adequate data to be able to make projection charts in the future, automatic emails are also a great time saver Review collected by and hosted on G2.com.

At the beginning I thought that I could not configure and personalize the communications of the campaigns either by phone or by mail. But the support always responds and accompanies the use of the platform, which is why they were able to guide me properly on time. Review collected by and hosted on G2.com.

I like the task management, centralized prospect management, and reporting the best. I like that I can manage all my accounts, leave notes, and call/text/e-mail them from one system. Review collected by and hosted on G2.com.

I don't like that I had to setup the e-mail and text automation myself, but once I figured out how to it was actually helpful since I got to write exactly what I wanted, the timing and volume of sends etc. Review collected by and hosted on G2.com.

Look and feel is the best part for me. Everything is intuitive so it's easy to learn without having to call in for tech support. I've used monday.com and pipedrive before and like Shape over those for sure. Review collected by and hosted on G2.com.

No downsides of using Shape that I can think of. Borrower portal works great, some our referral partners use different systems I wish they had Shape instead so we wouldn't have to use those. Review collected by and hosted on G2.com.

This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything! Review collected by and hosted on G2.com.

Nothing that I could see so far in using this software. Review collected by and hosted on G2.com.

It is the perfect mix between many platforms I actually know, which means you can use this single one for all tour customer data; what I love the best! Review collected by and hosted on G2.com.

In the beginning, it´s a little bit hard for you to understand how to use it. Review collected by and hosted on G2.com.

Although I have used similar softwares in the past, I have never been fortunate enough to have such a comprehensive and complete follow-up of all prospects in such a simplistic way that sets up complete automation for me and saves me time. Review collected by and hosted on G2.com.

The small process it takes to learn the transition from one CRM to another. However, once you learn it, there are no issues whatsover. Review collected by and hosted on G2.com.

The user interface is very friendly and easy to handle. I think quality-price of this software is very good. I use Shape portal with it and it works perfectly. It helped us all a lot. Serve more clients and delivery more efficient services to the mortgage industry Review collected by and hosted on G2.com.

Shape has many configuration options that of course depends on the company and the requirements of the business own. I can not say something negative. I have nothing to complain about, I think it is highly helpful Review collected by and hosted on G2.com.

1. I really liked using it with my work team and we had very good results.

2. I wouldn´t improve anything, I am satisfied with the easy configuration so I am completely happy.

3. It helped me in the automation and to obtain reports of the data of my clients. Review collected by and hosted on G2.com.

I don't think there are bad things. I feel satisfied using it and my team too. It is easy to use and usable for many tasks. We are discovering more tools with this. Review collected by and hosted on G2.com.

This software has helped me a lot, it's great and super easy to use!  the way it helps you made me love it from the start. It was very easy to use throughout the loan process. I am a fan of the ease of communication, in addition to having graphics that help you understand everything better, I recommend this software. 10/10. Review collected by and hosted on G2.com.

I am very happy with the software, there is nothing I don't like. Review collected by and hosted on G2.com.

This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and the details so we don’t lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn’t use this CRM. I have used other CRMS/POS software Shape is second to none (you will see!!!) Review collected by and hosted on G2.com.

The only thing in my brief review and I wouldn’t say this is a con because the reward on the backend would be significant because Shape is so extensive configuring it for your exact needs requires some input on the business owner. Review collected by and hosted on G2.com.