Compare Shape to the tools you’re weighing up.
Honest, feature-by-feature breakdowns of Shape against the CRMs, dialers, marketing tools, and point-of-sale systems mortgage and sales teams evaluate.
Pick the tool you’re comparing.
Shape vs Big Purple Dot
Big Purple Dot is realtor-first software. Shape is built for mortgage first.
Shape vs BNTouch
BNTouch is a mortgage marketing CRM with caps and add-ons. Shape is the full platform.
Shape vs Empower LO
Empower LO is HighLevel configured for mortgage marketing. Shape is its own platform built for the whole mortgage business.
Shape vs GoHighLevel
GoHighLevel is built for marketing agencies. Shape is built for mortgage.
Shape vs Insellerate
Insellerate is an enterprise platform that connects your systems. Shape is the system.
Shape vs Jungo
Jungo is Salesforce with a mortgage overlay. Shape is one platform built for mortgage from the ground up.
Shape vs Salesforce
Salesforce is a platform you build into a CRM. Shape is a mortgage CRM out of the box.
Shape vs Aidium
Aidium is a mortgage CRM that has changed hands more than once, most recently to Lendware. Shape is one platform under one roof.
Shape vs LoanOfficer.ai
LoanOfficer.ai is a referral marketing kit. Shape is a mortgage platform.
Shape vs Surefire
Surefire is built for marketing content. Shape runs your whole business.
Shape vs Total Expert
Total Expert is built for enterprise financial institutions. Shape runs your whole business at any size.
Shape vs LeadMailbox
LeadMailbox is a lead inbox with phones attached. Shape is a mortgage platform.
Shape vs Relcu
Relcu is new. Shape is proven.
Shape vs Ricochet360
Ricochet360 is a phone system with a CRM attached. Shape is a mortgage platform.
Shape vs Velocify
Velocify is built for speed to lead. Shape runs your whole business.
Shape vs Bonzo
Bonzo is built for conversations. Shape runs your whole business.
Shape vs Floify
Floify is a point of sale. Shape is the whole platform, with the point of sale included.
Shape vs MLOFLO
MLOFLO is built around the loan file. Shape runs your whole business.
No comparison for that tool yet. Book a demo and we’ll walk you through it live.
What every comparison comes down to
One platform, no add-ons
CRM, marketing, dialer, point of sale, and AI in one system, instead of a stack of tools stitched together.
Built for mortgage
Pricing engine, LOS integrations, and mortgage workflows out of the box. No snapshots or overlays to configure.
17 years, 1,000+ updates a year
A proven platform that keeps shipping, backed by award-winning support.
Bring your data with you
Import contacts by CSV with your consent data intact, and loan files from Fannie Mae 3.2 or MISMO 3.4 exports.
Get started with Shape today
See how Shape replaces your current stack — live with a specialist.
Shape has been instrumental in helping us tailor a CRM solution that truly fits the way we do business. It brings sales, marketing, and key operational functions into one centralized system — a smart, flexible solution that makes it easier to manage the entire customer journey.