Email & Text Automation

Send perfectly timed follow ups, build nurturing drip campaigns, automate status updates, and more. Shape’s drip campaign automation frees up valuable time and keeps your process consistent and compliant.


Calculate Payments

Shape’s payment amortization calculators help you provide accurate and real-time payment data your prospects need to make decisions. Cut down turnaround times and boost client satisfaction with ease.


Easy Intake

Manage your entire intake workflow in one place! Build robust intake forms, manage leads, and send important documents securely with Shape’s built-in POS solution and eSignature module.


Team Chat

Get the answers you need in an instant with Shape’s internal team chat feature. When your LO can get in touch with a processor in seconds, deals are done more efficiently and clients needs are exceeded.

Shape Ratings

Overall

Ease of Use

5/5

Customer Service

5/5

Likelihood to Recommend

5/5

Jedd L.

Branch Manager

11-50 employees

Used the software for: 6-12 months

Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Likelihood to Recommend
10/10

“This is the best CRM a mortgage company can use! And competitively priced too!”

Overall: Great customer service! They were very quick to help when I had questions or needed any assistance.

Pros: I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

Cons: There really wasn't any draw backs... I just wish I found them before I made my previous commitment to the CRM company I was using, I could have been saving money and had access to a superior software a lot sooner.