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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Karen L.

Practicante preprofesional de investigación

Small-Business (50 or fewer emp.)

9/18/2022

"Great CRM with Great Support"

5/5

What do you like best about Shape Mortgage CRM?

Shape is a fantastic CRM for organizations that want a system that can support all departments such as sales, client success, customer support, finance and marketing. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

When we first tried the platform there were some critical sales functions that didn't exist such as forecasting, which was added/improved on afterwards. Review collected by and hosted on G2.com.

Verified User in E-Learning

Small-Business (50 or fewer emp.)

10/12/2022

"One important software for companies"

3/5

What do you like best about Shape Mortgage CRM?

I can tell that this software is very useful for me because when I am working with mortgage it is necessary to be updated and having a software that helps me on daily tasks is incredible Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I would say that not all companies have the same way of selling so it can improve the software if there could be the option of customizing the deal section Review collected by and hosted on G2.com.

Fernando F.

First Officer

Small-Business (50 or fewer emp.)

9/20/2022

"Space CRM functions are really quick and and it’s features easy to learn"

5/5

What do you like best about Shape Mortgage CRM?

It helped us bringing our processes forward in a wonderful way and their support is superior to any other product Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Space's CRM functions are really quick and it's basic features are very easy to learn. Review collected by and hosted on G2.com.

Lucia A.

Analista senior de marketing

Mid-Market (51-1000 emp.)

Originally submitted 8/13/2022

"Best CRM and excellent support"

5/5

What do you like best about Shape Mortgage CRM?

I am happy with the characteristics of the software, it is very practical and didactic. We use Shape to manage the leads we generate and evaluate marketing strategies that will impact them the best. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

There´s that I do not like, I am satisfied with everything. Review collected by and hosted on G2.com.

Adriana E.

Enterprise (> 1000 emp.)

Originally submitted 8/13/2022

"I love it! very user-friendly platform"

4.5/5

What do you like best about Shape Mortgage CRM?

I really like the service that Shape offers, it is something that I consider innovative and time-reducing on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

the permission roles option usually takes a little longer time than expected, but besides that, the platform is very useful. Review collected by and hosted on G2.com.

Diego G.

Headhunter | Senior Analyst - Executive Search (NAM/LAM)

Mid-Market (51-1000 emp.)

9/22/2022

"The best way to keep in touch with your customers"

5/5

What do you like best about Shape Mortgage CRM?

As a small business, managing my customers has become easier with this platform. Everything that I need for customer relationship management is provided by the software. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I have noticed that some features require an upgrade which could become costly for small businesses Review collected by and hosted on G2.com.

Michelle C.

Responsable Comercial & Nuevos Negocios

Mid-Market (51-1000 emp.)

8/8/2022

"Shape is an excellent software that helps us to maintain organized tasks, is very user-friendly."

5/5

What do you like best about Shape Mortgage CRM?

I like that is very easy to use and is not expensive at all. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Being a user of many other platforms throughout the years could make it a little difficult to adjust at first sight, however as the platform is very user-friendly, it wasn't a difficult task. We liked very much the CRM for our daily tasks. Review collected by and hosted on G2.com.

David R.

Ejecutivo Comercial & Marketing

Small-Business (50 or fewer emp.)

Originally submitted 8/15/2022

"Intuitive and User-Friendly Without Being Overwhelming"

5/5

What do you like best about Shape Mortgage CRM?

It has all the core features we needed at a lower cost without the need for a third-party getting involved. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Automation tools take some time to develop completely based on my requirements and the data available, unfortunately, there’s not much that can be done about that. But I’m confident that will sort itself out with enough data. Review collected by and hosted on G2.com.

Alessandra R.

psychology

Mid-Market (51-1000 emp.)

Originally submitted 8/12/2022

"excellent software"

5/5

What do you like best about Shape Mortgage CRM?

I like that the service complies with what it offers, I save a lot of time in operational work and when I have a question the team attends to me immediately and efficiently. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

At first I thought it would be difficult to configure some points but it was really very simple and fast. Review collected by and hosted on G2.com.

Carolina A.

Senior Talent Acquisition Specialist

Mid-Market (51-1000 emp.)

9/25/2022

"Great Software!!"

5/5

What do you like best about Shape Mortgage CRM?

I’ve struggled in the past to follow up sales and clients due to how little time I have while dealing with tasks at work but Shape is the perfect solution for it. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I don't have any complain about this software. Is amazing. Review collected by and hosted on G2.com.