Shape Mortgage CRM Reviews & Product Details

This software has helped me a lot, it's great and super easy to use! The way it helps you made me love it from the start. It was very easy to use throughout the loan process. I am a fan of the ease of communication, in addition to having graphics that help you understand everything better, I recommend this software. 10/10. Review collected by and hosted on G2.com.

I am very happy with the software, there is nothing I don't like. Review collected by and hosted on G2.com.

This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and the details so we don’t lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn’t use this CRM. I have used other CRMS/POS software Shape is second to none (you will see!!!) Review collected by and hosted on G2.com.

The only thing in my brief review and I wouldn’t say this is a con because the reward on the backend would be significant because Shape is so extensive configuring it for your exact needs requires some input on the business owner. Review collected by and hosted on G2.com.

I've used a few CRM platforms in the past, but I've found this one the most intuitive and user-friendly. Would recommend it for loan management. Review collected by and hosted on G2.com.

So far, so good. I'll have to keep digging to see if I find something to improve. But all good for now. Review collected by and hosted on G2.com.

For me, the way in which I can organize my time and work in order to achieve a better and adequate structure of the most important information for me and use it in the long term is very helpful. It is great to be able to have all my information secure without thinking that it was lost or that I could not find it. Review collected by and hosted on G2.com.

So far I can not find any problem or difficulty. Review collected by and hosted on G2.com.

Since I tried Shape my life has changed for the better, it's quite easy to use and the graphics help to make everything very simple, I recommend it to everyone. I've tried other software in the past and none have been as helpful as Shape. Review collected by and hosted on G2.com.

I like everything about the software, it's amazing. Review collected by and hosted on G2.com.

The most striking feature of the software is the simplification of tasks, for years humans searched ways to save time and costs, and this software knows how to fulfill that search. This by allowing better management from one place, and prospects from different origins. Review collected by and hosted on G2.com.

While the software is near perfect, more work could be done on the interface to make it more eye-catching. Review collected by and hosted on G2.com.

Very intuitive software and really easy to use, everything is organized in such a way it makes the CRM so nice to see and follow, you never lose any potential clients with the software. Review collected by and hosted on G2.com.

It is such a full software that there are some settings that we have not been able to use yet, but are looking forward to being able to do so and getting the hang of it Review collected by and hosted on G2.com.

The experience in the system is very rewarding, since we can transform efficient communication with customers and sales that we could not obtain before, 100% recommended Review collected by and hosted on G2.com.

I don't dislike anything about Shape since before I used other very slow and inefficient systems and everything changed when I found Shape and all its tools are very useful to me. Review collected by and hosted on G2.com.

The easy navigation has to be my favorite part in comparison to some of the competitors I've used before. It offers hands on help to learn how it works which is a great feature too. Review collected by and hosted on G2.com.

Sometimes there are features I would like to use that Shape doesn't have such as only allowing one level of progressive profiling in forms. Review collected by and hosted on G2.com.

It's such a good option for a beginner, the easiness is one of the main reasons to adopt it. It's impressive the experience you have since the beginning. I'm willing to refer it. Review collected by and hosted on G2.com.

One of the advantages of other tools is the capacity for more customization. This helps to integrate other tools or company needs, which could help to have better software. Review collected by and hosted on G2.com.