Shape
Shape: A full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work. Ranked #3 of 29 in Mortgage CRM Software by our editors (8.7/10); pricing: Pricing on request; best for full-service mortgage teams needing mobile CRM depth.
At a glance
- Editor score8.7 / 10
- PricingPricing on request
- Best forFull-service mortgage teams needing mobile CRM depth
- Free planNo
- Borrower managementYes
- Founded2009 · Irvine, California, United States
- Facts checked20 Sep 2026
Where it wins
- Combines borrower, loan pipeline, referral, and marketing management
- Supports calling, two-way SMS/MMS, email, portals, and LOS integrations
- Includes iOS and Android apps plus AI calling, texting, and insights
Where it doesn't
- Pricing requires contacting sales and has no public dollar amounts
- No free trial or free version is offered
- The broad feature set may exceed the needs of narrowly focused teams
Our verdict on Shape
Shape is a mortgage-focused CRM for lenders, brokers, loan officers, and mortgage teams. It brings borrower, contact, and lead management together with loan pipeline tracking, referral-partner management, marketing automation, compliance workflows, communication tools, borrower portals, and mobile apps for iOS and Android. Its coverage suits teams that want one system for relationship management, loan progress, outreach, and day-to-day follow-up, from solo brokers through multi-branch lending organizations.
The plan structure is quote-based. Core includes lead management and CRM, workflow automation, lead routing, triggers and actions, integrations, a mobile app, calendar, and tasks. Complete adds an AI Calling Bot, AI Insights, Lead Engine landing pages, Shape Social, and CustomUI. Enterprise adds volume user pricing, advanced administration, roles and permissions, branching for multi-location teams, dedicated onboarding, and priority support. Annual and monthly options are displayed, while public dollar amounts are not. Shape does not offer a free trial or free version, and refunds are generally not provided.
Shape’s ecosystem fit is a central strength for mortgage operations. It integrates with Encompass, LendingPad, LendingDox, Arive, Zapier, Make, Google Calendar, and Outlook Calendar, while an open API, webhooks, and no-code automation extend connectivity. The borrower portal supports 1003 applications and document collection, and reporting includes dashboards, lead-conversion analytics, and marketing-ROI analytics. Teams seeking referral tracking, built-in communications, LOS connectivity, and mobile access should find the breadth relevant. Smaller teams needing only a basic contact database or a narrowly focused pipeline tool may prefer a simpler alternative.
Your product? Our editors can test Shape in depth and publish a review, labelled as paid · from $99/mo →
Shape pricing
All 3 Shape plans and prices →
Shape fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, HIPAA, GDPR, PCI DSS, 2FA |
| Support | Email, Phone, Live chat, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 500+ integrations: Encompass, LendingPad, LendingDox, Arive, Zapier, Make … |
| Pricing | Pricing on request (source) |
| Website | setshape.com |
| Facts checked | 20 Sep 2026 |
Shape integrations
Shape lists 500+ integrations on its own site — the 8 named here are the ones its pages call out.
- Encompass
- LendingPad
- LendingDox
- Arive
- Zapier
- Make
- Google Calendar
- Outlook Calendar
Alternatives to Shape
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- Finova Broker CRMA broad mortgage CRM for firms that need configurable compliance and workflow control.8.5
Shape vs the competition
- Shape vs Surefire CRM
- Shape vs Total Expert
- Shape vs Finova Broker CRM
- Shape vs One Mortgage System
- Shape vs Empower LO
- Shape vs MapleConnect
Compare Shape with any tool side by side →
Also Ranked In
Shape is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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