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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Sandra C.

Asistente de marketing

Small-Business (50 or fewer emp.)

9/16/2022

"Perfect for our startup"

5/5

What do you like best about Shape Mortgage CRM?

We love the fact that Shape enables us to keep a track of all our clients in just one place. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

To be honest, there is very little not to like with Shape but regarding the various softwares we use, this one takes a little more time to implement. Review collected by and hosted on G2.com.

Gabriela R.

Engagement Jr. Consultant

Small-Business (50 or fewer emp.)

Originally submitted 8/14/2022

"A positive app for campaigns management"

5/5

What do you like best about Shape Mortgage CRM?

I enjoy being able to manage tasks, prospects, and reporting all in one place. The app helps me stay organized with tools such as notes, calls, texts, and emails, all in one system. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

It can be a bit tedious having to set up all the information at the beginning, especially if you're not familiar with a similar interface. Once you get a hold of it it's quite easy... Review collected by and hosted on G2.com.

Diego M.

Coordinador Pedagógico

Mid-Market (51-1000 emp.)

10/26/2022

"Greatest experience with CRM"

5/5

What do you like best about Shape Mortgage CRM?

Such a great tool that helped me with all my work issues. i can say this Software saved me a lot of time!! Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Probably I would recommend to improve the customization. There are other softwares that have a more comfortable presentation for the users. Review collected by and hosted on G2.com.

Natali A.

Recruiting Specialist

Small-Business (50 or fewer emp.)

9/20/2022

"Great CRM"

5/5

What do you like best about Shape Mortgage CRM?

The software is my best ally at work! It helps me a lot in keeping my entire database updated and I can find the information very quickly. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

After using Shape for a while I can truthfully say that there's nothing that I dislike. Review collected by and hosted on G2.com.

Oriana M.

Analista digital

Small-Business (50 or fewer emp.)

9/18/2022

"Probably the best CRM on the market"

5/5

What do you like best about Shape Mortgage CRM?

Absolutely perfect if your goals are price point and only to track contact information but you might need some task management too if you need to manage actual deal flow. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Similar to almost every other CRM, Shape *lacks* the capability to drag and drop tasks to plan your schedule. Review collected by and hosted on G2.com.

Laura J.

Agente bilingüe

Mid-Market (51-1000 emp.)

8/15/2022

"I would recommend it"

5/5

What do you like best about Shape Mortgage CRM?

Well, I used a lot of different kinds of software in different jobs but they were bad or confusing. This is a very easy software and I will recommend this, it is fast and everyone can learn it and have great support. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Nothing I dislike so far, it's working well for me. Review collected by and hosted on G2.com.

Verified User in Primary/Secondary Education

Small-Business (50 or fewer emp.)

10/14/2022

"Great CRM for many reasons"

5/5

What do you like best about Shape Mortgage CRM?

I have done a lot of great things that are very useful, it is great to solve mortgage problems using a software. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I would love to have more customization for the deal selection. Review collected by and hosted on G2.com.

Flavia Alessandra L.

Asistente administració de ventas

Mid-Market (51-1000 emp.)

9/7/2022

"Professional and educational"

5/5

What do you like best about Shape Mortgage CRM?

Well, the truth is that I found it professional and didactic, I found many ways to access indicators that normally I would not be able to see easily. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Only at the beginning, I had to adapt little by little to the interface, so it would be good for me to have a help menu. Review collected by and hosted on G2.com.

Maria Claudia P.

Asistente

Small-Business (50 or fewer emp.)

Originally submitted 8/15/2022

"Easiest CRM I ever used. Recommended."

5/5

What do you like best about Shape Mortgage CRM?

I LOVE how straightforward it is to use. The design is rather simple and it is not hard to get going. Customer management is a breeze with this CRM and it is definitely worth it. I’ve spent weeks with it and I love it. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I don´t have something that I dislike so far. The tool is brilliant and it has made my workload lighter. Review collected by and hosted on G2.com.

Adriana U.

Research Fellow

Mid-Market (51-1000 emp.)

9/2/2022

"100% Recommended"

5/5

What do you like best about Shape Mortgage CRM?

It's very helpful and easy to use. It's just what I needed! The software is self explanatory and intuitive to use. The best part is that is very accessible. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I'm very satisfied with this and for now I don't have any other issues. Review collected by and hosted on G2.com.