Looking for a
BN Touch alternative?
See why customers feel Shape is the better overall mortgage CRM.
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| Sales & Lead Management | ||
Multiple Record Type Organization
Enables businesses to organize different types of leads, customers, and opportunities separately for better segmentation and workflow management.
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| Multiple Status List Management
Allows users to customize and manage different status lists for leads, clients, and projects, improving pipeline visibility.
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| 100,000 Initial Record Capacity
Determines how many records (leads, customers, opportunities) can be stored in the system before additional costs apply.
| |  Limited |
| AI Suite | ||
| AI-Powered Lead Scoring
Uses machine learning to evaluate leads based on engagement, behavior, and historical data, prioritizing the best opportunities.
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| Auto AJAX Data Entry Saving
Automatically saves data inputs without requiring users to manually submit forms, reducing errors and lost work.
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| AI Chatbot Support
Provides automated chatbot assistance for handling customer inquiries, lead qualification, and support tasks.
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| Communication Tools | ||
| Integrated, Cloud-Based Telephony Platform
A built-in phone system that enables inbound and outbound calls directly within the CRM, eliminating the need for external VoIP services.
| | Limited |
| Live Call Monitoring
Enables managers to listen in on live calls for quality control, training, and compliance monitoring.
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| Call Recording
Records and stores phone calls for reference, compliance, and training purposes.
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| Marketing & Engagement Tools | ||
| Marketing Template Library
A collection of pre-built email, SMS, and campaign templates designed to streamline outreach and engagement.
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| Marketing Analytics Tracking (UTMs)
Tracks marketing efforts using UTM parameters to measure campaign performance across different channels.
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| Pre-Made Email & Text Templates
Ready-to-use email and SMS templates that speed up communication and ensure consistency in messaging.
| | Limited |
Concerned about the moving process from BN Touch to Shape?
Don’t be - we make it easy. We’ll migrate you to Shape quickly and with little to no downtime.
Shape is everything your mortgage company needs
Unlock ready-to-use mortgage marketing content that drives results
Access thousands of data-driven, pre-made templates designed to close loans faster, with powerful sequences for every step of the loan process. From bulk and video messaging to emojis and GIFs, our tools help you engage clients and close more loans effortlessly.
Maximize lead conversions with powerful lead management tools
Supercharge your lead management with QuickFire speed-to-contact, connecting borrowers to loan officers in seconds. Our AI lead scoring and prioritization rules bump top prospects to the front of the line, while state-based routing ensures compliance. Plus, our multi-object database allows LOAs and processors to collaborate effortlessly with LOs on client files, driving faster and more efficient loan closings.
Convert more leads with CRO-optimized lead funnels
Boost conversions with CRO-optimized landing pages, leveraging heat maps, A/B testing, and more to ensure maximum lead capture. Our survey-style lead funnels gather crucial qualifying details, and built-in scheduling tools automatically book appointments, all seamlessly integrated with your Shape Mortgage CRM.
Streamline your mortgage process with our built-in point of sale
Optimize your mortgage process with our all-in-one borrower portal, built to collect digital 1003 applications and loan documents seamlessly converted to MISMO 3.4 and PDF. Automatically synced with your LOS solution, it eliminates the need for multiple logins or tabs, streamlining your workflow for maximum efficiency.
Track realtor referrals with powerful referral partnership management
Strengthen your B2B relationships with integrated referral partner tracking, co-branding, and templated checklists. Easily identify top referrers, use advanced prioritization rules to follow up on key partnerships, and automate workflows with marketing journeys to nurture relationships. Maximize your business potential and ensure partnerships continue to thrive.
Eliminate manual effort with seamless LOS APIs and milestone updates
Leverage our native LOS integrations with Encompass, LendingPad, and LendingDox for seamless loan management, with automatic updates on assignments, transaction data, and milestones. Stay on top of every stage with automated follow-ups to borrowers, referral partners, agents, and transaction coordinators, keeping everyone informed and eliminating manual efforts.
Manage tasks and sync your calendar with Google and Outlook
Stay on target with our task management solution, enabling you to create one-off or templated tasks with scheduled cadences and checklists for efficient organization. Our calendar syncs one-way or bi-directionally with Google or Outlook, ensuring seamless integration with your email calendar.
Shape vs BN Touch better scalable
CRM alternative
Breaking down Shape vs BN Touch
Shape Software is an all-in-one CRM designed to streamline lead management, sales automation, marketing, and communication tools into a single, powerful platform. Unlike BN Touch, Shape provides AI-driven lead scoring, built-in VoIP telephony, and deep customization options, allowing businesses to automate and optimize their sales and customer engagement processes effortlessly. With pre-built drip campaigns, automated follow-ups, and over 5,000 integrations, Shape ensures your team operates at peak efficiency while delivering a superior customer experience.
Multi-Record Type Organization
Shape enables businesses to segment and manage different types of records (leads, clients, and opportunities) within the same system, ensuring structured workflows and better data organization. BN Touch offers this feature, but with fewer customization options.
AI-Powered Lead Scoring
Shape IQ automatically ranks and prioritizes leads based on engagement, behavior, and predictive analytics—helping teams focus on the highest-value opportunities. BN Touch lacks this AI-driven functionality.
Integrated Cloud-Based Telephony & Live Call Monitoring
Shape’s built-in telephony allows instant calls, call tracking, and voicemail drop, eliminating the need for expensive third-party phone systems.
Marketing Template Library & Analytics Tracking (UTMs)
Shape includes a comprehensive marketing suite with 1,000+ pre-built templates, marketing analytics tracking, and UTM support for measuring campaign success. BN Touch does not offer a marketing template library or analytics tracking.
BN Touch is a CRM and lead management system focused on basic sales tracking and client engagement. While it provides lead distribution, database segmentation, and marketing automation, it lacks key features such as AI-powered lead scoring, advanced telephony capabilities, and extensive customization options. Many essential CRM functions in BN Touch require additional costs, making it less scalable and cost-effective for growing businesses.
Multi-Record Type Organization
BN Touch allows for basic organization of different record types, but it lacks customization options for different pipeline views and status list management, making workflows less flexible.
Limited Lead Prioritization & Custom Views
BN Touch offers basic lead prioritization, but lacks AI-powered lead scoring, meaning teams must manually evaluate lead quality instead of leveraging predictive analytics like Shape IQ.
Limited Telephony & No Live Call Monitoring
While BN Touch includes some inbound and outbound calling features, it does not offer VoIP integration, live call monitoring, or call recording, requiring third-party add-ons for full functionality.
Marketing & Reporting Limitations
BN Touch provides some pre-built marketing templates, but lacks a full marketing template library, UTM tracking for campaign performance, and customizable reports, limiting insight into sales and engagement data.
Get started with Shape today
