Looking for a
Surefire alternative?
See why customers feel Shape is the better overall mortgage CRM.
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| Lead & Sales Management | ||
Partner Management & Referral Tracking
Enables businesses to track and manage partner referrals, streamlining affiliate and vendor relationships.
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| Historic Status Date & Time Tracking
Provides a detailed history of lead status changes, helping teams track progress and optimize sales workflows.
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| Bulk Record Import & Update
Allows users to upload and modify multiple records at once, reducing manual data entry and improving efficiency.
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| Marketing & Automation | ||
| Content Exchange
A built-in library of marketing assets that can be customized and shared across campaigns.
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| Pre-Made Text & Email Templates
A selection of ready-to-use messaging templates for outreach and follow-ups, reducing manual work.
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| Marketing Consent Opt-Out & Tracking
Helps businesses comply with regulations by tracking customer opt-ins and opt-outs for marketing communications.
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| Communication Tools | ||
| Voicemail Drop
Allows users to leave pre-recorded voicemail messages for leads, saving time on follow-ups.
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| Local Presence Dialing
Automatically matches the caller ID to the lead’s local area code, improving response rates.
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| Historic Omni-Channel Communication Log
Tracks all communications, including calls, texts, and emails, in one centralized location.
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| Mobile Accessibility & User Experience | ||
| Customizable Checklists
Provides user-defined checklists to streamline task completion and process adherence.
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| In-App Prioritized Views
Enables users to sort and prioritize leads within the mobile app based on urgency or workflow stage.
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| Mobile-Optimized User Interface
A sleek, responsive design that ensures a smooth user experience on smartphones and tablets.
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Concerned about the moving process from Surefire to Shape?
Don’t be - we make it easy. We’ll migrate you to Shape quickly and with little to no downtime.
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 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.
Maximize lead conversions with powerful lead management tools
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.
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 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.
Track realtor referrals with powerful referral partnership management
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.
Eliminate manual effort with seamless LOS APIs and milestone updates
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.
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 Surefire better scalable
CRM alternative
Breaking down Shape vs Surefire
Shape Software and Surefire both offer CRM solutions for sales and marketing, but their capabilities vary significantly. Shape Software is a fully integrated all-in-one platform that provides customizable sales workflows, built-in communication tools, advanced marketing automation, and mobile-first accessibility. In contrast, Surefire lacks key sales management, automation, and VoIP capabilities, requiring third-party integrations and expensive add-ons for basic CRM functions. Shape is built for scalability, automation, and seamless team collaboration, ensuring that businesses operate more efficiently without additional software or hidden costs.
Historic Status Date & Time Tracking
Shape automatically records lead status updates with timestamps, allowing sales teams to analyze progress and optimize their follow-up strategy—while Surefire does not provide any status history tracking.
Marketing Consent Opt-Out & Tracking
Shape helps businesses comply with marketing regulations by tracking customer consent for outreach, while Surefire offers only limited consent-tracking capabilities, increasing compliance risks.
Voicemail Drop & Local Presence Dialing
Shape allows users to send pre-recorded voicemails and display a local area code on outbound calls, increasing engagement rates, whereas Surefire requires an additional Power Calls add-on for these features.
Customizable Checklists & In-App Prioritized Views
Shape enables teams to create structured task checklists and prioritize lead views based on urgency, helping streamline workflows—features that Surefire lacks in both desktop and mobile versions.
Surefire CRM provides basic sales tracking and marketing automation, but it lacks key lead management, customization, and communication features that modern businesses need. Many of Surefire’s core functionalities require third-party add-ons, making the platform less scalable and more expensive over time.
Basic Email & Text Marketing Templates
Surefire includes a set of pre-made templates for customer outreach, but lacks Shape’s advanced automation tools for email and SMS personalization.
Limited Communication & No Built-In VoIP
Surefire does not offer integrated calling tools, meaning users must pay extra for a Power Calls add-on to access click-to-call, voicemail drop, and call tracking.
Minimal Lead Tracking & Organization
Surefire has limited database segmentation options and does not support referral tracking or multi-object database functionality, making lead organization more rigid.
No In-App Calling or Mobile Lead Customization
Unlike Shape, Surefire does not provide in-app calling, texting, or advanced mobile lead views, making on-the-go sales management more difficult.
Get started with Shape today
