Looking for a
Insellerate alternative?
See why mortgage lenders feel Shape is the better overall mortgage CRM.
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|---|---|---|
| Sales & Lead Management | ||
Multiple Status List Management
Allows users to customize and manage different status lists for leads, clients, and projects, improving pipeline visibility and completing workflows faster.
|  |  Not available, limiting flexibility for managing leads at various sales stages and verifying pipeline progress. |
| Customizable Column Views Per User
Gives each user the ability to personalize how data is displayed to match their unique workflow—ideal for mortgage lending teams with diverse roles.
| |  Not available, which can hinder individual users from tailoring their experience for better connection with prospects. |
| Pre-Built Industry-Specific System
Offers turnkey solutions designed for the mortgage industry, reducing setup time and boosting productivity.
| |  Requires more manual customization; not available as a ready-to-go solution for mortgage lenders. |
| AI Suite | ||
| AI-Powered Lead Scoring
Uses machine learning to evaluate leads based on engagement, behavior, and historical data, helping mortgage professionals prioritize and close leads more efficiently.
| |  Requires a $2,500/month add-on, making it less accessible for teams looking to enhance lead prioritization and verification. |
| Auto AJAX Data Entry Saving
Automatically saves data inputs without requiring users to manually submit forms, helping prevent errors and securing valuable information.
| |  Not available, increasing the risk of data loss and slowing workflow completion. |
| Voice Dictation
Allows hands-free note-taking and form entry, enhancing connection between team members working remotely or on the move.
| |  Not available, which limits hands-free workflows and mobile response options. |
| Communication Tools | ||
| Integrated, Cloud-Based Telephony Platform
A built-in phone system for inbound and outbound calls, enabling seamless connection and removing the need for external VoIP services.
| |  Requires additional costs based on client-specific pricing—less efficient for completing outbound campaigns. |
| Live Call Monitoring
Enables managers to listen in on live calls for quality assurance, training, and verification purposes.
| |  Not available, reducing transparency, training ability, and call security. |
Concerned about the moving process from Insellerate to Shape?
Don’t be—we’ll assist you with a full migration, minimal downtime, and complete data verification.
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 leads faster, with powerful sequences for every step of the mortgage lending process.
Maximize lead conversions with powerful lead management tools
Shape’s AI lead scoring and speed-to-contact tools prioritize the right prospects while role-based views help teams stay connected, respond quickly, and proceed with confidence.
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 borrower experiences by verifying application data, collecting documentation, and syncing it with your LOS—safely and securely.
Track realtor referrals with powerful partner tools
Easily manage and track referral sources, assign co-branded experiences, and automate communication to build strong connections.
Eliminate manual effort with seamless LOS APIs and milestone updates
Ensure accuracy and speed by automatically verifying data, syncing transactions, and completing status updates across your entire mortgage workflow.
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 Insellerate better scalable
CRM alternative
Breaking down Shape vs Insellerate
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 Insellerate, Shape provides AI-driven lead scoring, built-in VoIP telephony, and deep customization options, allowing mortgage lenders to automate and optimize their customer engagement process. With built-in verification tools, pre-built campaigns, and over 5,000 integrations, Shape ensures your team can assist clients and complete deals securely and efficiently.
Built-In VoIP & Call Monitoring
Shape includes cloud-based calling with live monitoring, voicemail drop, and call recording—no extra setup required for secure communication.
AI Lead Prioritization & Data Entry
Shape IQ automatically scores leads and verifies interest, while AJAX-saving reduces errors during data entry.
Marketing Campaigns Included
Shape includes a full marketing suite with templates, UTM tracking, and analytics—no expensive add-ons like many top competitors require.
Insellerate is a CRM focused on sales and lead management but lacks several core features found in Shape. Many essential tools such as AI scoring, customizable views, and integrated marketing require costly add-ons. For mortgage lending teams looking to scale, Insellerate’s pricing model and limited automation features can become restrictive.
Limited Communication Tools
Core telephony functions are limited or cost extra, making secure, real-time communication more difficult.
Marketing & AI Limitations
Essential features like lead scoring, drip campaigns, and analytics tracking aren’t included in the base plan.
Higher Costs and Setup Fees
With $5,000 upfront and $200+/user/month pricing, Insellerate may not offer the flexibility growing lenders need.
Get started with Shape today
