Shape Mortgage CRM - Shape Software - Automate your business!

Power your CRM Sales Marketing Loans Docs Referrals LOS API Tasks Calls Texts Emails

in one mortgage platform


Trusted and loved by 21,000 users and growing

The best mortgage marketing suite

Manage your loans like a pro

  • Mortgage CRM & Lead Scoring

    Capture and score leads, assign, de-duplicate, follow-up, manage borrowers, and more all in one intuitive interface

  • Prioritized Pipelines

    Optimize your process while adding a layer of accountability and transparency

  • Automated Loan Updates

    Eliminate manual updates to borrowers, realtors, TCs and more with automated emails and texts at important milestones

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Complete cloud-based phone system

  • Built-in Dialer

    Call faster with click-to-call and sequential power dialing and get local or toll free numbers in the click of a button

  • QuickFire Connect

    Call your leads 10x faster than your competitors with instant call distribution and lead routing

  • Use Your Preferred Device

    Use your computer, desk phone, or cell phone –– no need for any expensive third party hardware

SMS & MMS Messaging

Average text message open rates are 99% with 97% being opened within 15 minutes. Are you text marketing?

Get more done with productivity tools

Built-in borrower point of sale

Save over 20 hours a month, and go from 1003 to clear to close 50% faster

Use Shape with your favorite apps

"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."
Timmya G., Mortgage Underwriter​
"The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity."
Sara H. Major Account Executive
"The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard."
Genevieve J. Legal Associate
"The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use."
Administrator in Information Technology and Services

Source: Shape G2 reviews

Close more loans with Shape

Consolidate all of your work into one place.

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211

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