Shape Mortgage CRM Reviews & Product Details

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.

Seller

Shape Software

Discussions

Shape Mortgage CRM Community

Languages Supported

English, Spanish

Solution Type

Best-of-Breed

Overview by

Kevin Benner

Used by Omnia Solution S.A.C. and 2 others

Beta

Pricing

Pricing provided by Shape Mortgage CRM.

Shape Core

$119.00

View More Pricing Information

Shape Mortgage CRM Integrations

(22)

Verified by Shape Mortgage CRM

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Verified User in Leisure, Travel & Tourism

Small-Business (50 or fewer emp.)

9/19/2022

"A truly exceptional CRM software for the market"

5/5

What do you like best about Shape Mortgage CRM?

It provides world-class services to its clients, it has one of the best UX/UI in the world and It is easy to manage all your leads based on their activities. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

There are limitations on the custom fields which could be a big problem as your company grows Review collected by and hosted on G2.com.

Validated ReviewerSource: Organic

Verified User in Research

Mid-Market (51-1000 emp.)

9/16/2022

"Improves your relationship with your customers"

5/5

What do you like best about Shape Mortgage CRM?

It is an automated software that will help you with the organization of your company's activities, scheduling appointments, scheduling a client with an advisor, broadcasting messages, etc. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

It is a platform with many functions but at first it can be slightly difficult to understand. Review collected by and hosted on G2.com.

Validated ReviewerSource: Organic

Karina F.

Account Manager Key Account

Small-Business (50 or fewer emp.)

8/9/2022

"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.

Validated ReviewerSource: Organic

Diego Miguel C.

Analista de Facturación y Customer Operations (Finance & Service)

Mid-Market (51-1000 emp.)

8/10/2022

"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.

Validated ReviewerSource: Organic

Verified User in Financial Services

Small-Business (50 or fewer emp.)

9/27/2022

"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 don't show up for referral partners but apparently that's being fixed. Review collected by and hosted on G2.com.

Validated ReviewerSource: Organic

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

9/11/2022

"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.

Validated ReviewerSource: Organic

Eduardo Z.

Cofundador

Small-Business (50 or fewer emp.)

8/12/2022

"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.

Validated ReviewerSource: Organic

Joshua C.

Vice President

Small-Business (50 or fewer emp.)

4/19/2022

"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.

Current UserValidated ReviewerSource: Organic

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

8/15/2022

"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.