Looking for a
Total Expert alternative?
See why customers feel Shape is the better overall mortgage CRM.
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|---|---|---|
| Lead & Sales Management | ||
Multi-Record Type Organization
Shape supports multiple record types for tailored lead and sales workflows. Total Expert does not offer this capability.
|  |  Not available. |
| Multiple Pipeline Views
Shape allows users to manage various pipeline views. Total Expert also supports this feature.
| | Not available. |
| Customizable Column Views Per User
Shape allows user-level column customization. Total Expert does not support this feature.
| |  Limited to record owner and assignee roles. |
| Marketing & Automation | ||
| Pre-Made Email & Text Templates
Shape includes email and text templates with copy functionality and send blocking. Total Expert lacks these SMS features.
| | Not available. |
| Marketing Analytics Tracking (UTMs)
Shape tracks UTMs and campaign performance metrics. Total Expert does not offer UTM tracking.
| |  Email templates included; no text templates. |
| Pre-Built Drip Campaigns
Shape comes with automated drip campaigns and pre-built workflows. Total Expert also includes this feature.
| |  Included. |
| AI-Powered Tools | ||
| AI Lead Scoring
Shape uses AI to score and prioritize leads. Total Expert does not offer lead scoring.
| | Not available. |
| Voice Dictation & AJAX Saving
Shape includes voice dictation and autosaving features. Total Expert does not support these.
| | Not available. |
Concerned about the moving process from Total Expert 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
Shape delivers video marketing, AI lead scoring, SMS templates, and analytics—tools Total Expert lacks or charges extra for.
Maximize lead conversions with powerful lead management tools
Shape offers AI scoring, checklist automation, user-level views, and bulk tools. Total Expert limits many of these workflows.
Convert more leads with optimized landing funnels
Shape provides CRO tools, custom domains, and survey-based lead funnels. Total Expert does not offer landing pages.
Streamline your mortgage process with our digital POS
Shape’s borrower portal supports eSign, soft credit, milestone updates, and multilingual UX. Total Expert does not include POS.
Track realtor referrals with co-branded automation
Shape includes referral portals, co-branding, and top partner analytics. Total Expert does not include these features.
Eliminate manual work with integrated LOS APIs
Shape integrates directly with Encompass and LendingPad. Total Expert has limited API compatibility.
Simplify your workflow with built-in automation
Shape supports task automation, Google/Outlook sync, and conditional triggers. Total Expert lacks conditional fields.
Shape vs Total Expert better scalable
CRM alternative
Breaking down Shape vs Total Expert
Shape Software is an all-in-one CRM and marketing platform combining automation, communication, and LOS/POS features. Shape outpaces Total Expert with lead scoring, advanced texting, role-specific views, native calling, and robust integrations—without requiring costly add-ons.
AI Lead Scoring
Shape uses AI for prioritizing leads. Total Expert does not offer this.
Text & MMS Templates
Shape includes pre-built SMS/MMS templates. Total Expert lacks SMS template tools.
Landing Pages + POS
Shape provides a borrower portal and landing page builder. Total Expert offers neither.
Communication Tools
Shape includes mass texting, voicemail drops, and power dialing. These are missing or extra in Total Expert.
Total Expert is a marketing CRM with strong email capabilities but lacks full AI, POS, SMS, and lead funnel functionality. Many communication features require extra fees or are unavailable—making it harder for mortgage teams to scale.
No Lead Scoring or POS
AI, borrower portal, and landing pages not included.
Added Cost for Communication Tools
Calling and texting require separate packages.
Missing Custom Views
Users cannot customize columns, statuses, or views.
Limited Reporting
Custom reports require support tickets and basic insights are limited.
Get started with Shape today
