See what our valuable customers have to say!

Over 2,000 Positive Reviews

Ismaiel Hashimi
July 12, 2022

By far one of the best softwares for my sales team. They’re way more superior and affordable than salesforce!

Source: Google
Isaac A.
July 12, 2022

Better than Salesforce and Hubspot

Feature set and pricing. We used Salesforce and hubspot in the past and both were more expensive and lacked the functionality we get outside of the box with shape. Dialer, texting, e-mails, prioritized list views, lead scoring etc. all came ready without any coding or integrations. We configured the drip campaigns ourselves easily and manage all our accounts (and leads) out of Shape. Great system, would recommend 10/10 times.

Source: G2
Elisa S.
July 12, 2022

Best support and service, ever

The software is great, but the support and service from Shape is the best I’ve ever experienced. We’ve used several mortgage softwares in the past and some of them are ok but figuring them out can be a pain. Shape’s support (Dani and her amazing team 🙂 helps us immediately whenever we have a question or want to learn something. Getting new employees onto the system, setting up their system, or trying to learn about texting thru the system (our latest endeavor).

Source: G2
Dean Reese
July 9, 2022

Shape CRM has excellent customer support and a fantastic marketing integration. My business has developed substantially since I started using Shape's tools to manage clients and stay organized. I can easily track my pipeline, sales volume, and market to current and prospective clients. Shape is a must for any originator!

Source: Google
IDRESS SAFI
July 1, 2022

Easy to use, great customer service and an amazing marketing and sales platform. Ever since switching to Shape our company has grown tremendously. They offer tons of marketing and have plenty of integrations that make it easier for myself and other users to afford and use. I can’t think of any negatives about shape. I definitely would recommend Shape for any an all Loan officers, Sales team marketing teams etc.

Source: Google
Lisa Z.
June 29, 2022

Very User Friendly

This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything!

Overall: Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term.

Source: SourceForge
Lisa Z.
June 29, 2022

Very User Friendly

This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything!

Source: G2
Sayed N.
June 27, 2022

Perfect Mortgage CRM + POS Combo

Love the user interface and the features that come with our system. We use Shape for our lead generation, e-mail marketing and our team uses the phones as well. We recently purchased the LOS (client portal) which has helped save time with document gathering etc. Our team has obviously had to work a lot harder in this down market and having Shape in place to generate leads has been a big help.

Source: G2
Development One
June 25, 2022

Great CRM and dialer! I use it for remarketing to all my leads and it’s fantastic. Like

Source: Google
Shuiab Sidiqi
June 22, 2022

Intuitive, easy to use, & efficient CRM. Currently using it for mortgage co. Highly recommended!

Source: Google
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