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

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Shape Mortgage CRM Integrations

(22)

Verified by Shape Mortgage CRM

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Fabriccio T.

Information Technology Consultant

Enterprise (> 1000 emp.)

6/10/2023

"Shape is so versatile, I highly recommend it!"

5/5

What do you like best about Shape Mortgage CRM?

I've never discovered such an easy approach to automate operations and save time when following up with leads as Shape has. I love how user-friendly it is since it adapts to your requirements and is simple to use. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

The software system and the experience were both wonderful and fun. I was beyond pleased with the service. Review collected by and hosted on G2.com.

Mary Joy B.

Executive Assistant

Small-Business (50 or fewer emp.)

5/10/2023

"Amazing CRM! One of the best in the Market!"

5/5

What do you like best about Shape Mortgage CRM?

Shape Mortgage Software can help lenders improve efficiency, reduce costs, and enhance the borrower experience by providing a more streamlined and automated mortgage process. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I cannot say at the moment. By far, I love Shapre! Review collected by and hosted on G2.com.

Ma. Amor R.

Virtual Administrative Medical Assistant

Mid-Market (51-1000 emp.)

5/10/2023

"For me, this is the most convenient CRM."

5/5

What do you like best about Shape Mortgage CRM?

I like it because it is very simple and very user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I didn't encounter any delay about this CRM. Review collected by and hosted on G2.com.

Hamdan Q.

Top Rated Plus US Accounting and Tax Expert

Small-Business (50 or fewer emp.)

2/22/2023

"Great all-in-one mortgage platform"

5/5

What do you like best about Shape Mortgage CRM?

We had used Shape Software before and bought Shape Mortgage Software for our mortgage division a couple years ago. We use the CRM and POS and are very happy Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

It would be great if Shape had an LOS so we wouldn't have to integrate with one. Review collected by and hosted on G2.com.

Lalaine D.

Customer Service Representative

Mid-Market (51-1000 emp.)

4/26/2023

"Great CRM software"

5/5

What do you like best about Shape Mortgage CRM?

communications package lets me call, text, and email from one system Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Can't think of anything we dislike from shape Review collected by and hosted on G2.com.

Victoria Q.

Client Success Manager

Enterprise (> 1000 emp.)

3/2/2023

"Great Mortgage CRM for Customer Support!"

5/5

What do you like best about Shape Mortgage CRM?

I loved the fact that everything was easily accessible and all in one place. Shape made it extremely easy to keep track of my business contact and clients on a day to day basis. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I didn't dislike anything about Shape CRM. Review collected by and hosted on G2.com.

Adam E.

Customer Service Representative

Mid-Market (51-1000 emp.)

3/2/2023

"Great CRM. Great User Interface"

5/5

What do you like best about Shape Mortgage CRM?

It has everything we need all in one software platform. Set up is very easy but the training and support is there if we need it, too. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Can't think of any downsides to using Shape. Review collected by and hosted on G2.com.

Elisa S.

Vice President

Small-Business (50 or fewer emp.)

Originally submitted 7/1/2022

"Best support and service, ever"

5/5

What do you like best about Shape Mortgage CRM?

The software is great, but the support and service from Shape is the best I've ever experienced. We've used several mortgage softwares in the past and some of them are ok but figuring them out can be a pain. Shape's support (Dani and her amazing team :) helps us immediately whenever we have a question or want to learn something. Getting new employees onto the system, setting up their system, or trying to learn about texting thru the system (our latest endeavor). Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I don't really dislike anything about Shape. I wish interest rates weren't increasing so much on us, but it's forcing us to figure out new ways to generate business and Shape is helping us with that. Review collected by and hosted on G2.com.

Recommendations to others considering Shape Mortgage CRM:

Make sure to use post URL or direct api for your lead sources Review collected by and hosted on G2.com.

What problems is Shape Mortgage CRM solving and how is that benefiting you?

1003 applications and automation. CRM and POS functionality in one system is also great, but our marketing automation and lead generation has improved the most. Review collected by and hosted on G2.com.

Isaac A.

Managing Director

Mid-Market (51-1000 emp.)

7/12/2022

"Better than Salesforce and Hubspot"

5/5

What do you like best about Shape Mortgage CRM?

Feature set and pricing. We used Salesforce and Hubspot in the past and both were more expensive and lacked the functionality we get outside of the box with Shape. Dialer, texting, e-mails, prioritized list views, lead scoring etc. all came ready without any coding or integrations. We configured the drip campaigns ourselves easily and manage all our accounts (and leads) out of Shape. Great system, would recommend 10/10 times. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

We needed a couple view-only users (without full functionality) and we were able to get this from them which we were happy about. So they could track pipeline etc. and not have access to certain functionality and we were able to do it with the roles/permissions section. Review collected by and hosted on G2.com.

Recommendations to others considering Shape Mortgage CRM:

Get the comms package, definitely was able to save money by getting it. Review collected by and hosted on G2.com.

What problems is Shape Mortgage CRM solving and how is that benefiting you?

Overall lead and account management, team project management, and overall business view. We generate leads, manage the closing process, and do pretty much everything out of Shape, our business has greatly improved because of it. Review collected by and hosted on G2.com.

Jeffrey N.

Branch Leader & Senior Mortgage Loan Officer

Small-Business (50 or fewer emp.)

2/15/2023

"Has helped us get clear on our leads and create a custom drip campaign."

4/5

What do you like best about Shape Mortgage CRM?

Has helped us get clear on our leads and create a custom drip campaign. Tech support has been amazing to help us quickly get clarity and resolutions. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Always a learning curve and have had some tech support to get things worked out. Review collected by and hosted on G2.com.