Don’t just take our word for it.
Over 2,000 positive reviews from 100,000+ customers who run their business on Shape. Here’s what they say about the platform—and the team behind it.
Over 2,000 positive reviews
Excellent Training Support
The corporate support trainer Corey is fantastic trainer and a huge asset to the company. Shape is a great CRM for mortgage originators.
Verified CustomerExcellent Support from Alex
I had the pleasure to work with Alex at Shape and he was extremely helpful. Highly recommend.
GoogleMike Hashemi at Shape software was extremely helpful.
The UI is really good and we are excited to get started with this software this month!
GoogleGreat CRM
Shape is very simple to use. It has so many features and useful business applications. A great way to stay organized.
G2Platform is Clean and Easy to Navigate
The upside to using the Shape software is I like having a POS and CRM within the same system.
G2This is a great and user friendly mortgage software system.
Pros: Easy to find what you’re looking for with the search and side Bar feature. Built in email portal. Phone and texting is easy to use and the design is better than any other mortgage software system out there in the market. Cons: None. Haven’t explored all the features yet but have not found anything negative about the software so far. Texting templates can be easy to setup but needs to be customize to get them personalized. Overall, great way for processing loans. CRM tools are easy to use, and the LOS and other integrations help to automate a lot of processes. Loan originating is a lot easier with all of the built-in features.
GoogleOne of the best system and a clear overview of my business.
I'm thrilled to share my exceptional experience with Shape Software. Their CRM software completely changed how I manage customer relationships. The intuitive interface and remarkable organization have boosted efficiency significantly. The standout customer support reflects their commitment to success. Thanks to their CRM software – our revenues have increased. I highly recommend Shape Software for businesses aiming to enhance customer connections and drive growth. They've become an invaluable partner in my business journey.
GoogleCustomer Service-Support
I had a very pleasant experience with onboarding throughout the entire process. Yamma was knowledgeable, informative and professional. He made sure that he answered any concerns and welcomed me to the benefits of the software. He encouraged me to explore the various features and Shape Customer Support is always willing and able to assist.
G2Recently Signed Up with Shape
I am still learning how to incorporate all of its functionality, which is quite expansive. The support has been top notch, particular Tristan, who has helped me on several occasions. I'm looking forward to taking it live and using it with customers, as the interface and ability to customize the needs list on a per client basis is going to be incredibly helpful.
Verified CustomerExceptional and User Friendly
Shape Software is an exceptional tool that offers a user-friendly interface and customizable features. Its performance is reliable and efficient, ensuring smooth operations. The customer support provided is outstanding, with prompt responses and thorough assistance. Highly recommended for those seeking a reliable software solution.
Verified CustomerPage 6 of 28
What people mention most
Across 2,000+ reviews, customers consistently highlight Shape’s responsive support, smooth onboarding, and the flexibility to fit their business—plus the results they see once they’re up and running. Summarized from customer reviews
“Responsive, knowledgeable, and genuinely invested in your success.”
“Guided setup and migration had us live in days, not weeks.”
“Tailored to our exact workflow—without a developer.”
“More organized, faster follow-up, and more deals closed.”
Rated 5 stars by thousands of teams.
Every review reflects a real customer’s experience—from first lead to closed deal. Want the same result?
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