See why customers feel Shape is the better overall mortgage CRM.
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Lead & Sales Management | ||
Multiple Pipeline Management
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Multiple Prioritization & Custom Views
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100,000 Initial Record Capacity
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Marketing & Automation | ||
1000+ Marketing Template Library
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Automated Email & Text Follow-Up
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Pre-Built Drip Campaigns
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Communication Tools | ||
Cloud-Based VoIP & Click-to-Call
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Live Call Monitoring & Call Recording
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Mass Texting & SMS Messaging
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Mobile Accessibility & User Experience | ||
Full Mobile CRM Access
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In-App Calling & Text Messaging
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Customizable Lead Views in Mobile
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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.
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.
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.
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.
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.
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.
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.
Breaking down Shape vs Jungo
Shape Software is an all-in-one CRM and lead management platform designed to streamline sales, marketing, communication, and automation into a single, easy-to-use system. Unlike Jungo, Shape provides multiple pipeline management, automated email and text follow-ups, built-in VoIP telephony, and deep customization options, allowing businesses to automate workflows, optimize sales engagement, and scale efficiently without external add-ons. With pre-built drip campaigns, over 1,000 marketing templates, and fully integrated mobile functionality, Shape enables teams to work smarter and close deals faster.
Shape enables businesses to manage and track multiple sales processes at once, ensuring flexibility across different teams, while Jungo does not offer this capability.
Shape includes pre-built automation sequences for email and text outreach, ensuring consistent engagement, while Jungo charges extra for similar functionality.
Shape’s integrated telephony system allows for instant calls, call tracking, voicemail drops, and live call monitoring, whereas Jungo lacks built-in VoIP and requires third-party services for calling.
Shape provides a fully functional mobile CRM, including in-app calling, text messaging, and customizable lead views—features Jungo either limits or does not offer.
Jungo is a mortgage-focused CRM that provides basic sales tracking, lead management, and marketing automation. While it offers lead distribution, email tracking, and pre-built drip campaigns, it lacks multiple pipeline management, built-in VoIP, and comprehensive mobile access. Many critical CRM functions in Jungo require third-party integrations, increasing costs and complexity for growing businesses.
Jungo provides standard lead distribution tools, but lacks AI-driven prioritization or custom pipeline tracking, making it less flexible for managing multiple sales processes.
Jungo includes pre-built drip campaigns, but charges extra for automated follow-ups, while Shape provides full automation at no additional cost.
Jungo does not include an integrated phone system, requiring external VoIP solutions and lacking essential features like live call monitoring or voicemail drop.
Jungo offers a restricted mobile experience, with no in-app calling, texting, or advanced lead views, making on-the-go sales management more difficult compared to Shape’s full mobile CRM.
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.