Diego M.
DM
Diego M.
Coordinador Pedagógico
Mid-Market (51-1000 emp.)
"Greatest experience with CRM"
5/5
What do you like best about Shape Mortgage Software?

Such a great tool that helped me with all my work issues. i can say this Software saved me a lot of time!! Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

Probably I would recommend to improve the customization. There are other softwares that have a more comfortable presentation for the users. Review collected by and hosted on G2.com.

Natali  A.
NA
Natali A.
Recruiting Specialist
Small-Business (50 or fewer emp.)
"Great CRM"
5/5
What do you like best about Shape Mortgage Software?

The software is my best ally at work! It helps me a lot in keeping my entire database updated and I can find the information very quickly. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

After using Shape for a while I can truthfully say that there's nothing that I dislike. Review collected by and hosted on G2.com.

Oriana M.
OM
Oriana M.
Analista digital
Small-Business (50 or fewer emp.)
"Probably the best CRM on the market"
5/5
What do you like best about Shape Mortgage Software?

Absolutely perfect if your goals are price point and only to track contact information but you might need some task management too if you need to manage actual deal flow. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

Similar to almost every other CRM, Shape *lacks* the capability to drag and drop tasks to plan your schedule. Review collected by and hosted on G2.com.

Laura J.
LJ
Laura J.
Agente bilingüe
Mid-Market (51-1000 emp.)
"I would recommend it"
5/5
What do you like best about Shape Mortgage Software?

Well, I used a lot of different kinds of software in different jobs but they were bad o confusing. This is a very easy software and I will recommend this, is fast and everyone can learn it and have great support. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

Nothing I dislike so far, it's working well for me. Review collected by and hosted on G2.com.

Verified User in Primary/Secondary Education
UP
Verified User in Primary/Secondary Education
Small-Business (50 or fewer emp.)
"Great CRM for many reasons"
5/5
What do you like best about Shape Mortgage Software?

I have done a lot of great things that are very useful, it is great to solve mortgage problems using a software. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

I would love to have more customization for the deal selection. Review collected by and hosted on G2.com.

Flavia Alessandra L.
FL
Flavia Alessandra L.
Asistente administració de ventas
Mid-Market (51-1000 emp.)
"Professional and educational"
5/5
What do you like best about Shape Mortgage Software?

Well, the truth is that I found it professional and didactic, I found many ways to access indicators that normally I would not be able to see easily. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

Only at the beginning, I had to adapt little by little to the interface, so it would be good for me to have a help menu. Review collected by and hosted on G2.com.

Maria Claudia P.
MP
Maria Claudia P.
Asistente
Small-Business (50 or fewer emp.)
"Easiest CRM I ever used. Recommended."
5/5
What do you like best about Shape Mortgage Software?

I LOVE how straightforward it is to use. The design is rather simple and it is not hard to get going. Customer management is a breeze with this CRM and it is definitely worth it. I’ve spent weeks with it and I love it. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

I don´t have something that I dislike so far. The tool is brilliant and it has made my workload lighter. Review collected by and hosted on G2.com.

Adriana U.
AU
Adriana U.
Research Fellow
Mid-Market (51-1000 emp.)
"100% Recommended"
5/5
What do you like best about Shape Mortgage Software?

It's very helpful and easy to use. It's just what I needed! The software is self explanatory and intuitive to use. The best part is that is very accesible. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

I'm very satisfied with this and for now I don have any other issues. Review collected by and hosted on G2.com.

Karen  L.
KL
Karen L.
Practicante preprofesional de investigación
Small-Business (50 or fewer emp.)
"Great CRM with Great Support"
5/5
What do you like best about Shape Mortgage Software?

Shape is a fantastic CRM for organizations that want a system that can support all departments such as sales, client success, customer support, finance and marketing. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

When we first tried the platform there were some critical sales functions that didn't exist such as forecasting, which was added/improved on afterwards. Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Verified User in E-Learning
Small-Business (50 or fewer emp.)
"One important software for companies"
3/5
What do you like best about Shape Mortgage Software?

I can tell that this software is very useful for me because when i am working with mortgage is necessary to be update and having a software that helps me on daily tasks is incredible Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage Software?

I would say that not all companies have the same way of selling so it can improve the software if there could be the option of costumizing the deal section Review collected by and hosted on G2.com.