Shape Overview
What is Shape?
Shape Mortgage is a unique, all-in-one sales, marketing, CRM, and automation platform built specifically for mortgage companies. It consolidates tools to manage the entire loan lifecycle, from pre-loan lead generation to post-close follow-up. Key features include intelligent lead distribution and scoring, secure online document delivery, task management for teams, and a full suite of sales and marketing automation tools. By unifying these functions, Shape aims to help lenders close more deals, improve team collaboration, and streamline operations within a single, easy-to-use interface.
Who it's for:
This software is for mortgage lenders, brokers, and loan officers who want an integrated platform to manage their sales pipeline, marketing efforts, and customer relationships. It is ideal for companies looking to replace multiple disjointed tools with a unified system designed for the mortgage industry.
Our verdict:
Our verdict is that Shape Mortgage is an innovative and practical solution for modern mortgage companies. Its end-to-end approach, combining CRM, marketing, and loan process tools, addresses the need for efficiency and cohesion in a competitive market, making it a strong option for lenders focused on growth and sales effectiveness.
Shape Details
Shape Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
On-Premise Linux
On-Premise Windows
Shape Support options
24/7 Live Rep
Chat
Email Help Desk
Phone Support
Shape Training options
Documentation
In-Person
Live Online
Webinars
Videos
Shape Related Categories
Shape Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Shape Pricing
Tiered pricing system
Shape Features
Most valued Shape features by users
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Activity Dashboard
Application Management
Assessment Management
Candidate Management
Top Shape Alternatives & Competitors
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Bryt Software offers two distinct versions of its loan management system: a feature-rich Professional Version for lending professionals and a simpler Basic Version for non-lenders managing private loans. The platform is ... Read More
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LendingWise is a web-based, all-in-one CRM and Loan Origination System (LOS) built for private and commercial lenders. It specializes in real estate loans (including fix & flip and construction), as well as other asset-b... Read More
LendingPad is an innovative, secure, and powerful cloud-based mortgage loan origination system (LOS) created by mortgage professionals to modernize a traditionally complex and costly process. The solution elevates effici... Read More
Loan Assistant from Integrated Accounting Solutions is a powerful and versatile loan amortization software, meticulously developed by a team of bankers, accountants, and software developers. Its key differentiator is bei... Read More
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SimpleNexus is a modern homeownership platform that transforms the mortgage experience by digitally connecting all participants in the homebuying journey. It serves as a central hub for borrowers, loan officers, real est... Read More
Qualia Post is a specialized solution for mortgage lenders that automates the post-closing document fulfillment process. It combines intelligent software automation with dedicated human service support to remove the hass... Read More