Alex Hammond and his team went above and beyond with onboarding me. I’m incredibly happy with the results. Would highly recommend Shape to any loan officer looking to grow their business!
Louis Coppelli
Source: Google reviews
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Serving over 100,000 customers and counting
- Mortgage CRM, lead management + built-in POS
- Call, text, email + AI communication suite
- Pre-made mortgage marketing content + CMS
- Sales automation, bulk actions and drip journeys
- Dashboards, leaderboards and reporting
- Fast setup, training and hands-on support
- Mobile app for loan officers on the go
Reviewed by over 2,000+ users
Top-rated ★ for performance, support, and ease of use.
Customer Stories
Don’t just take our word for it
Shape rocks! I have used several different CRMs over the last 15 years, and am so relieved I settled on Shape. Very easy to build out, and most importantly the customer service experience with Tristan has been phenomenal. Tristan assisted me through the setup phase, and has resolved all of my issues immediately. Thank you!
Jeff Neumer
Source: Google reviews
As a loan officer who has bounced around for years between CRMs that are either too complicated or not what I needed, Shape solved my problems. In the initial demo call the sales rep highlighted that everything I had worked for years to accomplish in a custom CRM was already built within Shape. Lesson learned, but grateful to have finally arrived.
Cody Graham
Source: Google reviews