G2

Remy G.

Loan Officer

Enterprise (> 1000 emp.)

8/8/2026

"Shape CRM’s AI Agents Supercharge My Daily Productivity"

5/5

What do you like best about Shape Mortgage CRM?

What I like best about Shape CRM , is the AI agents. I absolutely love how much they help with my day-to-day production and overall efficiency. They take a lot of the repetitive tasks off my plate, help me stay organized, and allow me to spend more time actually focusing on my clients and moving loans forward. They’ve become a huge help in my workflow and make it easier to stay productive without feeling like I’m constantly juggling a million different things at once. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

Honestly, that I didn't find it sooner!!!!!!!!! Review collected by and hosted on G2.com.

What problems is Shape Mortgage CRM solving and how is that benefiting you?

Shape CRM helps solve a lot of the time-consuming and repetitive tasks that come with managing clients and staying on top of follow-ups. The automation and AI agents help me stay organized, keep track of my pipeline, and make sure important tasks or client touchpoints don’t fall through the cracks. It’s helped improve my overall production because I can spend less time on administrative work and more time actually talking to clients, building relationships, and moving loans forward. Review collected by and hosted on G2.com.