Looking for a
Empower LO alternative?
See why customers feel Shape is the better overall CRM.
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|---|---|---|
| Lead & Sales Management | ||
Multi-Record Type Organization
Shape supports multiple record types, enabling better organization and segmentation of borrowers, Federal Housing Administration loan clients, partners, and referral sources.
|  |  Not supported—record types must be manually segmented, which adds operational friction. |
| Multiple Status List Management
Shape segments and manages sales pipelines across departments using customized status lists—ideal for personalized content delivery and borrower journey tracking.
| |  Limited customization restricts how mortgage companies organize borrowers. |
| AI-Powered Lead Scoring
Built-in AI lead scoring identifies and prioritizes top prospects based on interest rates, behaviors, and loan readiness—helping protect your loan officers' time and improve close rates.
| |  No AI or scoring engine to help prioritize top opportunities based on security, interest rates, or customer behavior. |
| Marketing & Automation | ||
| Pre-Built Drip Campaigns
Automate lead nurturing with high-performing, ready-made campaigns designed to educate and engage homebuyers—including those considering FHA options.
| |  Basic automation with minimal customization and limited ability to deliver personalized content. |
| Marketing Template Library
Access thousands of pre-optimized marketing templates, allowing you to deliver personalized content at scale without additional services.
| |  No built-in template library; requires external services for campaign creation. |
| Automated Email & Text Follow-Up
Keep leads warm with smart, automated email and SMS follow-ups—ensuring your business stays competitive in fluctuating interest rate environments.
| |  Requires integrations and third-party security solutions for messaging. |
| Communication Tools | ||
| Integrated, Cloud-Based Telephony Platform
Shape’s built-in VoIP system delivers a secure communication solution, complete with call recording, power dialing, and live monitoring—no third-party security services required.
| |  Lacks built-in VoIP. You’ll need third-party dialers and separate security services to protect sensitive borrower conversations. |
| Live Call Monitoring
Managers can securely monitor and coach calls in real-time—protecting customer experiences while improving team performance.
| |  Not supported, limiting managerial oversight and potential security monitoring for online attacks |
Concerned about the moving process from Empower LO to Shape?
Don’t be—we provide full migration support with secure data transfer and minimal downtime.
Shape is everything your mortgage company needs
Unlock powerful mortgage marketing tools
Shape includes a full suite of marketing tools, including secure drip campaigns and real-time analytics, helping you protect marketing ROI while converting leads—even those exploring Federal Housing Administration loans.
Your mortgage business will secure more loans with smarter lead management
Shape boosts productivity with smart lead routing, interest-rate aware scoring, and multi-record organization—without compromising security or personalization.
Convert more leads with smart landing pages
Build CRO-optimized landing pages equipped with tracking tools to detect online attacks and deliver targeted, personalized content securely.
Collect loan applications effortlessly
Shape’s POS streamlines 1003 application intake, loan document uploads, and LOS syncing—providing a secure, all-in-one solution for FHA and conventional loan applications.
Grow referral business with built-in partner tracking
Strengthen your network by managing referrals and partner communications securely—ensuring your referral program stays protected and productive.
Native LOS integration with real-time syncing
Shape integrates with Encompass, LendingPad, and more—eliminating manual work and reducing exposure to online attacks from external APIs.
Organize with task templates and calendar syncing
Shape syncs securely with Google and Outlook, allowing users to manage sensitive customer appointments with built-in safeguards and reminders.
Shape vs Empower LO better scalable
CRM alternative
Breaking down Shape vs Empower LO
Shape Software is an all-in-one mortgage CRM that helps you scale securely and efficiently. With robust tools for sales, marketing, communication, and compliance, Shape protects your operations with built-in VoIP, smart lead scoring, and secure automation. From FHA loan tracking to real-time milestone updates, Shape offers a complete, secure solution for today’s fast-paced lending environment.
Built-In Marketing & Drip Campaigns
Create campaigns without relying on third-party services—keeping your data secure and messaging consistent.
AI-Powered Lead Prioritization
Prioritize borrowers based on financial behavior, interest rates, and engagement patterns—maximizing close potential.
Integrated VoIP & Live Call Monitoring
Enhance communication while protecting customer conversations with Shape’s secure calling infrastructure.
LOS Syncing with Milestone Triggers
Reduce manual work and security risks with native LOS integrations and automatic milestone syncing.
Empower LO focuses on loan origination but lacks a built-in CRM, security-first telephony, and sales tools to help mortgage teams grow. Without integrated automation, secure communication features, or smart prioritization, Empower LO leaves businesses exposed to fragmented systems and online attack risks. It’s a limited solution for companies looking to scale securely.
Basic Lead Management
Limited flexibility and no built-in record segmentation for FHA or conventional loan workflows.
No Built-In VoIP
Requires external services, raising security concerns around borrower communications.
No AI or Smart Prioritization
Lacks data-driven tools to optimize for interest rates or customer behavior.
No Native Marketing Automation
Relies on third-party software for campaigns and lacks secure personalization tools.
Get started with Shape today
