# Top 10 Shape Mortgage CRM Alternatives & Competitors **Average Rating:** 4.9/5 **Total Number of Reviews:** 99 Looking for alternatives or competitors to Shape Mortgage CRM? Mortgage CRM Software is a widely used technology, and many people are seeking productive, high quality software solutions with comparison, credit pull, and workflows. Other important factors to consider when researching alternatives to Shape Mortgage CRM include marketing and features. The best overall Shape Mortgage CRM alternative is BNTouch Mortgage CRM. Other similar apps like Shape Mortgage CRM are nCino's Mortgage Suite, Lead Management, Surefire CRM, and Jungo: The Mortgage App. Shape Mortgage CRM alternatives can be found in [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) but may also be in [Loan Origination Software](https://www.g2.com/categories/loan-origination) or [Loan Management Software](https://www.g2.com/categories/loan-management). ## Best Paid & Free Alternatives to Shape Mortgage CRM - [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) - [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) - [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) - [Floify](https://www.g2.com/products/floify/reviews) - [Insellerate](https://www.g2.com/products/insellerate/reviews) - [Aidium Mortgage](https://www.g2.com/products/aidium-mortgage/reviews) - [MeridianLink Mortgage](https://www.g2.com/products/meridianlink-mortgage/reviews) ## Top 10 Alternatives to Shape Mortgage CRM Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how Shape Mortgage CRM stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Accounting, and Hospital & Health Care, and find the best product for your business. ### 1. [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) By BNTouch **Average Rating:** 4.5/5 **Total Reviews:** 68 Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution. Reviewers say compared to Shape Mortgage CRM, BNTouch Mortgage CRM is: - More expensive Categories in common with Shape Mortgage CRM: [Mortgage CRM](https://www.g2.com/categories/mortgage-crm), [Mortgage Point of Sale (POS)](https://www.g2.com/categories/mortgage-point-of-sale-pos) **Compare:** [Shape Mortgage CRM vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-shape-software-shape-mortgage-crm) **Compare BNTouch Mortgage CRM with other alternatives:** - [BNTouch Mortgage CRM vs nCino's Mortgage Suite](https://www.g2.com/compare/bntouch-mortgage-crm-vs-ncino-s-mortgage-suite) - [BNTouch Mortgage CRM vs Lead Management](https://www.g2.com/compare/bntouch-mortgage-crm-vs-total-expert-lead-management) - [BNTouch Mortgage CRM vs Surefire CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-surefire-crm) - [BNTouch Mortgage CRM vs Jungo: The Mortgage App](https://www.g2.com/compare/bntouch-mortgage-crm-vs-jungo-the-mortgage-app) - [BNTouch Mortgage CRM vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/bntouch-mortgage-crm-vs-encompass-digital-mortgage-solution) - [BNTouch Mortgage CRM vs Floify](https://www.g2.com/compare/bntouch-mortgage-crm-vs-floify) - [BNTouch Mortgage CRM vs Insellerate](https://www.g2.com/compare/bntouch-mortgage-crm-vs-insellerate) - [BNTouch Mortgage CRM vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-bntouch-mortgage-crm) - [BNTouch Mortgage CRM vs MeridianLink Mortgage](https://www.g2.com/compare/bntouch-mortgage-crm-vs-meridianlink-mortgage) ### 2. [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) By nCino Opco **Average Rating:** 4.9/5 **Total Reviews:** 95 nCino's Mortgage Suite is a leading provider of fully customized,white-labeled platform that bridges the gap between mortgage loan originators, Realtors, and borrowers. Reviewers say compared to Shape Mortgage CRM, nCino's Mortgage Suite is: - More expensive - Easier to admin Categories in common with Shape Mortgage CRM: [Mortgage CRM](https://www.g2.com/categories/mortgage-crm), [Mortgage Point of Sale (POS)](https://www.g2.com/categories/mortgage-point-of-sale-pos) **Compare:** [Shape Mortgage CRM vs nCino's Mortgage Suite](https://www.g2.com/compare/shape-software-shape-mortgage-crm-vs-ncino-s-mortgage-suite) **Compare nCino's Mortgage Suite with other alternatives:** - [nCino's Mortgage Suite vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-ncino-s-mortgage-suite) - [nCino's Mortgage Suite vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-ncino-s-mortgage-suite) - [nCino's Mortgage Suite vs Surefire CRM](https://www.g2.com/compare/surefire-crm-vs-ncino-s-mortgage-suite) - [nCino's Mortgage Suite vs Jungo: The Mortgage App](https://www.g2.com/compare/jungo-the-mortgage-app-vs-ncino-s-mortgage-suite) - [nCino's Mortgage Suite vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-ncino-s-mortgage-suite) - [nCino's Mortgage Suite vs Floify](https://www.g2.com/compare/floify-vs-ncino-s-mortgage-suite) - [nCino's Mortgage Suite vs Insellerate](https://www.g2.com/compare/insellerate-vs-ncino-s-mortgage-suite) - [nCino's Mortgage Suite vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-ncino-s-mortgage-suite) - [nCino's Mortgage Suite vs MeridianLink Mortgage](https://www.g2.com/compare/meridianlink-mortgage-vs-ncino-s-mortgage-suite) ### 3. [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) By Total Expert **Average Rating:** 4.5/5 **Total Reviews:** 157 Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets. Reviewers say compared to Shape Mortgage CRM, Lead Management is: - More expensive Categories in common with Shape Mortgage CRM: [Mortgage CRM](https://www.g2.com/categories/mortgage-crm) **Compare:** [Shape Mortgage CRM vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-shape-software-shape-mortgage-crm) **Compare Lead Management with other alternatives:** - [Lead Management vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-total-expert-lead-management) - [Lead Management vs nCino's Mortgage Suite](https://www.g2.com/compare/total-expert-lead-management-vs-ncino-s-mortgage-suite) - [Lead Management vs Surefire CRM](https://www.g2.com/compare/total-expert-lead-management-vs-surefire-crm) - [Lead Management vs Jungo: The Mortgage App](https://www.g2.com/compare/jungo-the-mortgage-app-vs-total-expert-lead-management) - [Lead Management vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-total-expert-lead-management) - [Lead Management vs Floify](https://www.g2.com/compare/floify-vs-total-expert-lead-management) - [Lead Management vs Insellerate](https://www.g2.com/compare/insellerate-vs-total-expert-lead-management) - [Lead Management vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-total-expert-lead-management) - [Lead Management vs MeridianLink Mortgage](https://www.g2.com/compare/total-expert-lead-management-vs-meridianlink-mortgage) ### 4. [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) By Intercontinental Exchange **Average Rating:** 4.0/5 **Total Reviews:** 20 A Mortgage CRM that gets you. You'll pull away from the competition when you enable Surefire CRM in your business. Reviewers say compared to Shape Mortgage CRM, Surefire CRM is: - More expensive Categories in common with Shape Mortgage CRM: [Mortgage CRM](https://www.g2.com/categories/mortgage-crm) **Compare:** [Shape Mortgage CRM vs Surefire CRM](https://www.g2.com/compare/shape-software-shape-mortgage-crm-vs-surefire-crm) **Compare Surefire CRM with other alternatives:** - [Surefire CRM vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-surefire-crm) - [Surefire CRM vs nCino's Mortgage Suite](https://www.g2.com/compare/surefire-crm-vs-ncino-s-mortgage-suite) - [Surefire CRM vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-surefire-crm) - [Surefire CRM vs Jungo: The Mortgage App](https://www.g2.com/compare/jungo-the-mortgage-app-vs-surefire-crm) - [Surefire CRM vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-surefire-crm) - [Surefire CRM vs Floify](https://www.g2.com/compare/floify-vs-surefire-crm) - [Surefire CRM vs Insellerate](https://www.g2.com/compare/insellerate-vs-surefire-crm) - [Surefire CRM vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-surefire-crm) - [Surefire CRM vs MeridianLink Mortgage](https://www.g2.com/compare/meridianlink-mortgage-vs-surefire-crm) ### 5. [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) By Jungo **Average Rating:** 4.5/5 **Total Reviews:** 20 Jungo provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. It is a one-stop-shop solution, integrating with thousands of leading platforms to give clients the ability to track, interact with, and market to all of their contacts. Reviewers say compared to Shape Mortgage CRM, Jungo: The Mortgage App is: - More expensive Categories in common with Shape Mortgage CRM: [Mortgage CRM](https://www.g2.com/categories/mortgage-crm) **Compare:** [Shape Mortgage CRM vs Jungo: The Mortgage App](https://www.g2.com/compare/jungo-the-mortgage-app-vs-shape-software-shape-mortgage-crm) **Compare Jungo: The Mortgage App with other alternatives:** - [Jungo: The Mortgage App vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-jungo-the-mortgage-app) - [Jungo: The Mortgage App vs nCino's Mortgage Suite](https://www.g2.com/compare/jungo-the-mortgage-app-vs-ncino-s-mortgage-suite) - [Jungo: The Mortgage App vs Lead Management](https://www.g2.com/compare/jungo-the-mortgage-app-vs-total-expert-lead-management) - [Jungo: The Mortgage App vs Surefire CRM](https://www.g2.com/compare/jungo-the-mortgage-app-vs-surefire-crm) - [Jungo: The Mortgage App vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-jungo-the-mortgage-app) - [Jungo: The Mortgage App vs Floify](https://www.g2.com/compare/floify-vs-jungo-the-mortgage-app) - [Jungo: The Mortgage App vs Insellerate](https://www.g2.com/compare/insellerate-vs-jungo-the-mortgage-app) - [Jungo: The Mortgage App vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-jungo-the-mortgage-app) - [Jungo: The Mortgage App vs MeridianLink Mortgage](https://www.g2.com/compare/jungo-the-mortgage-app-vs-meridianlink-mortgage) ### 6. [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) By Intercontinental Exchange **Average Rating:** 4.2/5 **Total Reviews:** 61 Encompass is Ellie Mae's all-in-one integrated solution that covers the loan lifecycle and provides one system of record so you can close compliant loans. Reviewers say compared to Shape Mortgage CRM, Encompass Digital Mortgage Solution is: - More expensive Categories in common with Shape Mortgage CRM: [Mortgage CRM](https://www.g2.com/categories/mortgage-crm), [Mortgage Point of Sale (POS)](https://www.g2.com/categories/mortgage-point-of-sale-pos) **Compare:** [Shape Mortgage CRM vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-shape-software-shape-mortgage-crm) **Compare Encompass Digital Mortgage Solution with other alternatives:** - [Encompass Digital Mortgage Solution vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-encompass-digital-mortgage-solution) - [Encompass Digital Mortgage Solution vs nCino's Mortgage Suite](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-ncino-s-mortgage-suite) - [Encompass Digital Mortgage Solution vs Lead Management](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-total-expert-lead-management) - [Encompass Digital Mortgage Solution vs Surefire CRM](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-surefire-crm) - [Encompass Digital Mortgage Solution vs Jungo: The Mortgage App](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-jungo-the-mortgage-app) - [Encompass Digital Mortgage Solution vs Floify](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-floify) - [Encompass Digital Mortgage Solution vs Insellerate](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-insellerate) - [Encompass Digital Mortgage Solution vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-encompass-digital-mortgage-solution) - [Encompass Digital Mortgage Solution vs MeridianLink Mortgage](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-meridianlink-mortgage) ### 7. [Floify](https://www.g2.com/products/floify/reviews) By Floify **Average Rating:** 4.8/5 **Total Reviews:** 57 Mortgage Processing Software Reviewers say compared to Shape Mortgage CRM, Floify is: - More expensive Categories in common with Shape Mortgage CRM: [Mortgage Point of Sale (POS)](https://www.g2.com/categories/mortgage-point-of-sale-pos) **Compare:** [Shape Mortgage CRM vs Floify](https://www.g2.com/compare/floify-vs-shape-software-shape-mortgage-crm) **Compare Floify with other alternatives:** - [Floify vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-floify) - [Floify vs nCino's Mortgage Suite](https://www.g2.com/compare/floify-vs-ncino-s-mortgage-suite) - [Floify vs Lead Management](https://www.g2.com/compare/floify-vs-total-expert-lead-management) - [Floify vs Surefire CRM](https://www.g2.com/compare/floify-vs-surefire-crm) - [Floify vs Jungo: The Mortgage App](https://www.g2.com/compare/floify-vs-jungo-the-mortgage-app) - [Floify vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-floify) - [Floify vs Insellerate](https://www.g2.com/compare/floify-vs-insellerate) - [Floify vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-floify) - [Floify vs MeridianLink Mortgage](https://www.g2.com/compare/floify-vs-meridianlink-mortgage) ### 8. [Insellerate](https://www.g2.com/products/insellerate/reviews) By Insellerate **Average Rating:** 4.6/5 **Total Reviews:** 25 Insellerate combines the benefits of customer relationship management, business intelligence, marketing automation, and lead management systems into a single, comprehensive solution that adheres to the compliance requirements of the most regulated businesses. Reviewers say compared to Shape Mortgage CRM, Insellerate is: - More expensive Categories in common with Shape Mortgage CRM: [Mortgage CRM](https://www.g2.com/categories/mortgage-crm) **Compare:** [Shape Mortgage CRM vs Insellerate](https://www.g2.com/compare/insellerate-vs-shape-software-shape-mortgage-crm) **Compare Insellerate with other alternatives:** - [Insellerate vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-insellerate) - [Insellerate vs nCino's Mortgage Suite](https://www.g2.com/compare/insellerate-vs-ncino-s-mortgage-suite) - [Insellerate vs Lead Management](https://www.g2.com/compare/insellerate-vs-total-expert-lead-management) - [Insellerate vs Surefire CRM](https://www.g2.com/compare/insellerate-vs-surefire-crm) - [Insellerate vs Jungo: The Mortgage App](https://www.g2.com/compare/insellerate-vs-jungo-the-mortgage-app) - [Insellerate vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-insellerate) - [Insellerate vs Floify](https://www.g2.com/compare/floify-vs-insellerate) - [Insellerate vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-insellerate) - [Insellerate vs MeridianLink Mortgage](https://www.g2.com/compare/insellerate-vs-meridianlink-mortgage) ### 9. [Aidium Mortgage](https://www.g2.com/products/aidium-mortgage/reviews) By Aidium Mortgage CRM **Average Rating:** 3.9/5 **Total Reviews:** 7 Aidium is a cutting-edge Mortgage CRM and Reporting Suite built to power enterprises while keeping loan officers at the forefront. Easily customizable for every producer, Aidium delivers unmatched flexibility, and our advanced reporting tools are designed to supercharge your revenue growth. Categories in common with Shape Mortgage CRM: [Mortgage CRM](https://www.g2.com/categories/mortgage-crm) **Compare:** [Shape Mortgage CRM vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-shape-software-shape-mortgage-crm) **Compare Aidium Mortgage with other alternatives:** - [Aidium Mortgage vs BNTouch Mortgage CRM](https://www.g2.com/compare/aidium-mortgage-vs-bntouch-mortgage-crm) - [Aidium Mortgage vs nCino's Mortgage Suite](https://www.g2.com/compare/aidium-mortgage-vs-ncino-s-mortgage-suite) - [Aidium Mortgage vs Lead Management](https://www.g2.com/compare/aidium-mortgage-vs-total-expert-lead-management) - [Aidium Mortgage vs Surefire CRM](https://www.g2.com/compare/aidium-mortgage-vs-surefire-crm) - [Aidium Mortgage vs Jungo: The Mortgage App](https://www.g2.com/compare/aidium-mortgage-vs-jungo-the-mortgage-app) - [Aidium Mortgage vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/aidium-mortgage-vs-encompass-digital-mortgage-solution) - [Aidium Mortgage vs Floify](https://www.g2.com/compare/aidium-mortgage-vs-floify) - [Aidium Mortgage vs Insellerate](https://www.g2.com/compare/aidium-mortgage-vs-insellerate) - [Aidium Mortgage vs MeridianLink Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-meridianlink-mortgage) ### 10. [MeridianLink Mortgage](https://www.g2.com/products/meridianlink-mortgage/reviews) By MeridianLink **Average Rating:** 4.1/5 **Total Reviews:** 36 MeridianLink Mortgage is a cloud‑based loan origination system that helps lenders manage, automate, and streamline the end‑to‑end mortgage process with digital workflows and integrated vendor connectivity. Categories in common with Shape Mortgage CRM: [Mortgage Point of Sale (POS)](https://www.g2.com/categories/mortgage-point-of-sale-pos) **Compare:** [Shape Mortgage CRM vs MeridianLink Mortgage](https://www.g2.com/compare/meridianlink-mortgage-vs-shape-software-shape-mortgage-crm) **Compare MeridianLink Mortgage with other alternatives:** - [MeridianLink Mortgage vs BNTouch Mortgage CRM](https://www.g2.com/compare/bntouch-mortgage-crm-vs-meridianlink-mortgage) - [MeridianLink Mortgage vs nCino's Mortgage Suite](https://www.g2.com/compare/meridianlink-mortgage-vs-ncino-s-mortgage-suite) - [MeridianLink Mortgage vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-meridianlink-mortgage) - [MeridianLink Mortgage vs Surefire CRM](https://www.g2.com/compare/meridianlink-mortgage-vs-surefire-crm) - [MeridianLink Mortgage vs Jungo: The Mortgage App](https://www.g2.com/compare/jungo-the-mortgage-app-vs-meridianlink-mortgage) - [MeridianLink Mortgage vs Encompass Digital Mortgage Solution](https://www.g2.com/compare/encompass-digital-mortgage-solution-vs-meridianlink-mortgage) - [MeridianLink Mortgage vs Floify](https://www.g2.com/compare/floify-vs-meridianlink-mortgage) - [MeridianLink Mortgage vs Insellerate](https://www.g2.com/compare/insellerate-vs-meridianlink-mortgage) - [MeridianLink Mortgage vs Aidium Mortgage](https://www.g2.com/compare/aidium-mortgage-vs-meridianlink-mortgage) ## Explore Articles - [Best intuitive dam software for easy collaboration](https://www.g2.com/discussions/best-intuitive-dam-software-for-easy-collaboration) - [Best platforms for integrating knowledge bases with chatbots](https://www.g2.com/discussions/best-platforms-for-integrating-knowledge-bases-with-chatbots) - [What platform provides detailed analytics on work efficiency?](https://www.g2.com/discussions/what-platform-provides-detailed-analytics-on-work-efficiency) - [What is the best programmatic job advertising software for a mid-size recruiting team that wants to automate job distribution without needing a programmatic advertising specialist on staff?](https://www.g2.com/discussions/what-is-the-best-programmatic-job-advertising-software-for-a-mid-size-recruiting-team-that-wants-to-automate-job-distribution-without-needing-a-programmatic-advertising-specialist-on-staff) - [Which sales intelligence tool is top-rated in the market](https://www.g2.com/discussions/sales-intelligence-what-s-the-best-ipaas-for-small-business-software-integration) - [Which cloud directory provider has the best security and compliance features for a healthcare organization that has strict access control requirements?](https://www.g2.com/discussions/which-cloud-directory-provider-has-the-best-security-and-compliance-features-for-a-healthcare-organization-that-has-strict-access-control-requirements) ## Spotlight Categories - [Travel Management Solutions](https://www.g2.com/categories/travel-management) - [Customer Success Software](https://www.g2.com/categories/customer-success) - [Social Media Listening Tools](https://www.g2.com/categories/social-media-listening-tools)