G2

John A.

Vice President

Small-Business (50 or fewer emp.)

8/13/2026

"The best in the game!"

5/5

What do you like best about Shape Mortgage CRM?

The biggest standout for me has been Shape’s AI tools. They’ve made a noticeable difference in how we manage leads, communicate with prospects, and stay on top of our pipeline. Review collected by and hosted on G2.com.

What do you dislike about Shape Mortgage CRM?

The biggest standout for me has been Shape’s AI tools. They’ve made a noticeable difference in how we manage leads, communicate with prospects, and stay on top of our pipeline.

Instead of spending so much time manually reviewing leads, writing follow-ups, and trying to figure out who needs attention next, Shape’s AI helps streamline a lot of that work. Having AI built directly into the CRM is especially useful because it has the context of our leads and conversations right where we’re already working.

The AI-assisted communication tools have also helped us respond faster and create better, more personalized follow-ups without spending nearly as much time writing emails and messages. That has allowed our team to focus more of its time on actually speaking with borrowers and closing loans.

We’ve seen improvements in productivity, response times, and overall lead conversion since incorporating more of Shape’s AI features into our workflow. It feels like the platform is becoming more than just a mortgage CRM—it’s becoming an AI-powered sales assistant for our team. Review collected by and hosted on G2.com.

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

There are a lot of features and customization options, so it can take some time to learn everything and get the system configured exactly the way you want it. I’d also like to see Shape continue expanding the AI capabilities and giving users even more control over how AI is incorporated into automations and workflows. Review collected by and hosted on G2.com.