1. [Home](https://www.g2.com/) 2. ... 3. [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) 4. [Shape Mortgage CRM Discussions](https://www.g2.com/products/shape-software-shape-mortgage-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7c5547ac4a9d7f2077910cd2c9d5ee13/shape-software-shape-mortgage-crm.png "Product Avatar Image") ![Reward for good Shape Mortgage CRM reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/28314/medal.svg "Reward for good Shape Mortgage CRM reviews") ](/products/shape-software-shape-mortgage-crm/reviews) [ Shape Mortgage CRM ](/products/shape-software-shape-mortgage-crm/reviews) (101)4.9/5 What is Shape Mortgage CRM? Shape is a mortgage CRM, point-of-sale, and sales automation platform built for loan officers, mortgage brokers, branch managers, and enterprise lenders. It combines lead management, borrower communication, application intake, and marketing automation in a single system. Teams use it instead of running a separate CRM, dialer, email tool, and online application. The platform is built specifically for mortgage workflows rather than adapted from a general sales CRM. Loan stages, borrower and co-borrower records, referral partner relationships, and LOS handoffs are native to the system. Shape includes more than 500 features across the following areas: Lead management and distribution Connect over 100 lead sources with direct integrations. Route and assign leads by rules, score them with AI-based models, and work them from a prioritized pipeline that surfaces the contacts most likely to convert. Point of sale, credit, and LOS integration Borrowers complete a digital 1003 through a branded portal that feeds directly into the CRM record. Credit pulling is automated and document collection happens in the same workflow. Shape connects with Encompass, LendingPad, Calyx, and other loan origination systems to reduce duplicate data entry. Communication and automation An integrated dialer, two-way texting, email, and video messaging run inside the platform. Automation triggers outreach based on lead status, stage changes, or borrower activity. More than 1,000 pre-built email and text templates are included for teams that do not want to build campaigns from scratch. AI voice and text agents Inbound calls are answered when loan officers are on another line, with a borrower, or off the clock. An AI voice agent picks up, qualifies the caller, answers common questions, and books appointments on the calendar. If the caller hangs up or prefers to keep it in writing, the agent continues the conversation over text. Calls transfer to a person when the borrower asks or the scenario requires it, and every conversation logs to the contact record. Reporting and team visibility More than 20 pre-built reports cover pipeline, conversion, and activity. Custom reporting is available for managers who track specific metrics across branches, teams, or individual loan officers. Shape supports single loan officers through enterprise lending operations with hundreds of users. Configuration covers custom fields, user permissions, branch-level segmentation, and compliance controls. Onboarding, data migration, and ongoing support are handled by a US-based team. Companies evaluate Shape when they are consolidating multiple point solutions, replacing a general-purpose CRM that does not fit mortgage workflows, or looking to improve speed to lead and loan officer adoption. Show More * * * ### 95.0 Nps Score Already have Shape Mortgage CRM? ### All Shape Mortgage CRM Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Shape Mortgage Software used for? ](/discussions/what-is-shape-mortgage-software-used-for) What is Shape Mortgage Software used for? [ Mortgage Point of Sale (POS) Software ](https://www.g2.com/tags/mortgage-point-of-sale-pos-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.&title=Shape+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Shape+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Shape+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%0aAsk+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Shape+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%0aAsk+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 4 years ago More Options - [ # What are the most used (and helpful) components of Shape? ](/discussions/what-are-the-most-used-and-helpful-components-of-shape) [ Mortgage Point of Sale (POS) Software ](https://www.g2.com/tags/mortgage-point-of-sale-pos-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.&title=Shape+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Shape+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Shape+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%0aAsk+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Shape+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%0aAsk+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 4 years ago More Options - [ # How are others using Shape to help their mortgage business? ](/discussions/how-are-others-using-shape-to-help-their-mortgage-business) I'm curious how other companies are using Shape and if there are any special use cases [ Mortgage Point of Sale (POS) Software ](https://www.g2.com/tags/mortgage-point-of-sale-pos-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.&title=Shape+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Shape+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Shape+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%0aAsk+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Shape+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%0aAsk+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 4 years ago More Options - [ # Is video marketing capabilities planned for the future? ](/discussions/is-video-marketing-capabilities-planned-for-the-future) [ Mortgage Point of Sale (POS) Software ](https://www.g2.com/tags/mortgage-point-of-sale-pos-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.&title=Shape+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Shape+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Shape+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%0aAsk+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Shape+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%0aAsk+Shape+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+Shape+Mortgage+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/shape-software-shape-mortgage-crm/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Product Avatar Image") ### Have you used Shape Mortgage CRM before? Answer a few questions to help the Shape Mortgage CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fshape-software-shape-mortgage-crm%2Fdiscuss%3Fsmall_ask%3Dshape-software-shape-mortgage-crm) No ## Top Contributors in Shape Mortgage CRM 1 ![Elisa S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elisa S.") ES Loading... ### [Elisa S.](https://www.g2.com/users/cb402594-f681-4ee7-b524-0b97c0764029 "Elisa S.") Vice President 1 pt 2 ![Sayed N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sayed N.") SN Loading... ### [Sayed N.](https://www.g2.com/users/d4906d37-3e58-426e-959e-9fbe85844c98 "Sayed N.") Life Insurance Agent 1 pt 3 ![Isaac A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Isaac A.") IA Loading... ### [Isaac A.](https://www.g2.com/users/b870cf1c-ee62-42af-8e78-f29f2b01f923 "Isaac A.") Managing Director 1 pt 4 ![Kevin B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin B.") KB Loading... ### [Kevin B.](https://www.g2.com/users/d610b000-b53b-442e-9bcd-73583db44453 "Kevin B.") 1 pt