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

View More Pricing Information

Shape Mortgage CRM Integrations

(22)

Verified by Shape Mortgage CRM

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Verified User in Human Resources

Small-Business (50 or fewer emp.)

9/1/2022

"The experience I had was the best, I loved how easy and useful it is to have all these tools"

5/5

What do you like best about Shape Mortgage CRM?

The experience is good and complete, also the way that I can be connected in real time and so easy to do any actions. I belive en the concept and how this tool is powerful Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I guess I really like it so is hard for me identify something that I dislike but maybe with more time as user I will identify something that i dislike or disagree about experience Review collected by and hosted on G2.com.

Ximena L.

Supervisor Comercial - Mazda

Small-Business (50 or fewer emp.)

8/10/2022

"One of the best CRM in the market"

5/5

What do you like best about Shape Mortgage CRM?

I've been User from Hubspot and Pipedrive in the past, however I had never been able to do a complete follow-up of my prospects in such a simple way that allows me to automate processes and save a lot of time. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

It is in process of transition from one CRM to another. But once you learn it, there's no problem at all. Review collected by and hosted on G2.com.

Christian B.

Owner

Small-Business (50 or fewer emp.)

10/27/2022

"great CRM"

5/5

What do you like best about Shape Mortgage CRM?

great software, it's detailed and makes the job easy. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I wish it was more adaptable to every field or company. Review collected by and hosted on G2.com.

Beatriz Del Pilar N.

Psicóloga

Mid-Market (51-1000 emp.)

Originally submitted 8/15/2022

"Great support!"

5/5

What do you like best about Shape Mortgage CRM?

I like that it is an organized business where I can find things related to my work quickly and efficiently. I can distribute my notes and the most relevant information I find. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I used to have troubles searching for information but once you understand how it works there is no more problem. Review collected by and hosted on G2.com.

Vanessa A.

Ejecutiva de Ventas Corporativas

Mid-Market (51-1000 emp.)

8/15/2022

"Shape is a masterpiece"

5/5

What do you like best about Shape Mortgage CRM?

I have never had the experience of using a CRM in the past, however the experience has been delightful. It has helped me a lot to organize myself. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

In the beginning I had some issues getting used to the platforma, but since it is very friendly, I didnt have any trouble at all with it. Review collected by and hosted on G2.com.

Carla F.

Senior Analyst Recuiter -Executive Search (NAM/LAM)

Enterprise (> 1000 emp.)

9/14/2022

"Great CRM"

5/5

What do you like best about Shape Mortgage CRM?

Being able to automate my sales was what I liked the most about Shape. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

My experience has been very pleasant because of how easy it is to use, so there’s nothing I dislike about this software. Review collected by and hosted on G2.com.

Liliana C.

Expert Consultant on Spatial Data and Planning in Colombia

Small-Business (50 or fewer emp.)

10/12/2022

"Shape Mortgage software has a very intuitive interface"

5/5

What do you like best about Shape Mortgage CRM?

For me, it has been beneficial, especially for working on mortgage issues. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

I would like to have more customization options. Review collected by and hosted on G2.com.

Michelle L.

Key Account Executive

Mid-Market (51-1000 emp.)

8/10/2022

"Great CRM experience"

5/5

What do you like best about Shape Mortgage CRM?

I had used CRM platforms in the past but none as intuitive as Shape and focused on loan management. Definitely a good experience to recommend. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Nothing that I dislike so far. I love the facilities, and maybe in the future, using it more, I'll find something that can improve Review collected by and hosted on G2.com.