Shape Mortgage CRM Reviews & Product Details

It is a simple-to-use POS that helps us organize all of our clients in one place. And it always keeps them informed with emails that Shape is able to send on our behalf. Review collected by and hosted on G2.com.

As of now, there is nothing really that I dislike about Shape. It does work seamlessly with Lending Pad. If they had a mobile enhancement, I would be on board for something like that. Review collected by and hosted on G2.com.

Love the user interface and the features that come with our system. We use Shape for our lead generation, e-mail marketing and our team uses the phones as well. We recently purchased the LOS (client portal) which has helped save time with document gathering etc. Our team has obviously had to work a lot harder in this down market and having Shape in place to generate leads has been a big help. Review collected by and hosted on G2.com.

With our last solution (hubspot) we couldn't figure out how to setup our phone and e-mail drip campaigns and I thought we'd have the same problem with Shape but we figured out the phones fairly easily and the support staff setup our e-mails just as we wanted. Review collected by and hosted on G2.com.

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 whatsoever. 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.