Get started with Shape

"I have been in the lending game for a long time and used many different CRM systems. Shape is by far the easiest to understand and use! That is the most important part of any CRM and Shape gets it! As the President of a larger lending company, we wanted something easy and ready to go “right out of the box”, Shape is that. We are happy to be recommending Shape to all our Loan Officers."

Get Started Today

Learn about Shape in 3 minutes

Curious about Shape's all-in-one solution and what it can do for you? Our short 3 minute video showcases its top features and tools. Check it out!

Industry leading mortgage marketing suite

Shape AI makes your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

Use Shape on the go with our mobile app

Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.

Start closing more loans in a matter of minutes!

1. Sign Up

Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue."

Brady Webb, CEO American Mortgage Solutions Inc.

Source: Shape G2 reviews