Comparisons & Buyers Guides

Best Mortgage POS Systems in 2026: What Actually Differs

Mortgage point of sale software has converged. Nine platforms, near-identical feature lists, and the differences that decide the purchase are not on the feature list. Do you need a separate POS if your CRM or LOS already has a borrower portal? Often you do not. Most originators already pay for software that could carry the […]

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Best CRM with Client Portal Integrated

Save over 20 hours a month, and close deals 50% faster. Deliver positive experiences that keep customers coming back. How does Shape save organizations 20 hours a month and close deals 50% faster? Smooth onboarding, positive customer experiences, and always-on availability. Onboard customers faster with Shape’s customizable user portal. Keep customers moving through the sales […]

Shape News & Product

Automated Mortgage Lending Portal

It’s getting harder to meet the expectations of modern borrowers. For starters, today’s mortgage customers want their loans to be processed much faster. For example, according to the Federal Reserve Bank of New York, the average loan processing time has decreased by 10 days since 2010, and keeps getting shorter. At the same time, borrowers […]

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Shape has been instrumental in helping us tailor a CRM solution that truly fits the way we do business. It brings sales, marketing, and key operational functions into one centralized system.
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