Shape Overview

Shape

By Shape Software

5★★★★★(62 Ratings)Write review

What is Shape?

Run your mortgage company in one easy to use software! Shape Mortgage is the only sales, marketing, and CRM automation tool designed for lenders as an end to end solution to take you from pre-loan through post-close. Close more deals than ever before with Shape's intelligent lead distribution and scoring features, send secure online documents in a click, manage and assign tasks to teams, get a complete suite of sales and marketing automation features, and so much more.

Who is Shape best for?

Customers needing user-friendly intelligent automation. With Shape, you get access to a suite of features, integrations, and white-glove support that's designed to help you achieve more.

Shape Details

Shape Platforms supported

Cloud, SaaS, Web-Based

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

Desktop Chromebook

Desktop Linux

On-Premise Linux

On-Premise Windows

Shape Support options

24/7 Live Rep

Chat

Email Help Desk

Phone Support

Shape Training options

Documentation

In-Person

Live Online

Webinars

Videos

Shape Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Shape Pricing

$99/user/month billed monthly

Shape Features

Most valued Shape features by users

Document Management

Housing Management

CRM

Pipeline Management

K-12

Higher Education

Curriculum Management

Audit Trail

Strategic Planning

Cafeteria Management

Loan Processing

Parent/Student Portal

Compliance Management

Legal Case Management

Lead Management

Billing & Invoicing

Customer Statements

Customer Management

Online Calendar

Bookstore Management

Top Shape Alternatives & Competitors

1

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The Mortgage Office

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FULL FEATURED LOAN MANAGEMENT SOFTWARE: Intuitive and Easy to Use. 20 minute implementation. Cloud Based. Simple, competitive pricing. Read More

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FileInvite

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Automate the process of collecting loan/mortgage initiations and documents from your clients with our simple, secure interface. Read More

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LendingWise

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Finally, a robust CRM & LOS system designed for private & hard money lenders. Read More

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LendingPad

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LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready! Read More

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Automate accounting for and servicing of loans and various credit lines with this application. QuickBooks integration included. Read More

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SimpleNexus is a homeownership platform uniting people, systems and stages of the mortgage process into a seamless, end-to-end solution Read More

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Qualia

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Qualia Post automatically collects documents from your title company partners and stores them in the documents folder of your LOS. Read More