Home › Mortgage Brokers › Shape Software Snapshot
Mortgage Brokers · Mortgage CRM

Shape Software Snapshot

A modern all-in-one mortgage CRM — dialer, texting, and ShapeIQ lead scoring, priced per user (quoted by the vendor).

NOT YET SCORED
Tool Snapshot · Facts as of July 2026 · By RealtyVerdict
Overview

A modern all-in-one mortgage CRM — dialer, texting, and ShapeIQ lead scoring, priced per user (quoted by the vendor).

A modern all-in-one mortgage CRM for brokers, withdrawn from scoring pending re-research of its pricing.

AI-Enhanced ShapeIQ scores and prioritises leads inside the CRM, with AI-assisted lead management available from the Engage tier upward.

Why This Tool Isn’t Scored (Yet)
A Verdict Score here means five factors scored from sufficient independent evidence. For Shape Software, the independent evidence base behind it is still maturing. The facts below are checked against vendor sources and dated; the score waits for the evidence — it is re-checked when something material changes, and the snapshot converts to a Verified review the moment a fair verdict is possible.
At A Glance
CategoryMortgage CRM
VendorShape Software
Websitesetshape.com ↗
Pricing modelSubscription
Starting priceQuoted by the vendor
Free trialNot published — the vendor's published route is a demo request
Free planNo
AI levelAI-Enhanced
Facts as ofJuly 2026
Key Features
✓Built-in dialer
✓SMS and email marketing
✓ShapeIQ lead scoring
✓Pipeline management
✓Automated drip campaigns
✓Document storage
✓Digital 1003 point-of-sale module
✓Customer portal
Scores Across The Web

How the wider market rates this tool, with dates — recorded alongside our own assessment.

G2
4.8/5
As of Jul 2026

Scores shown as published by each platform on the date stated; they are outside context only and never change our Verdict Score. Scores carry the date they were last checked.

Verified Alternatives

Scored rivals in the same space, if a verdict is needed today.

Verified4.4/5

BNTouch

Mortgage-specific CRM with built-in marketing and an AI assistant (MAIA).

Verified4.0/5

Total Expert

Enterprise CRM and marketing platform for banks and lenders.

Verified3.9/5

Surefire

Mortgage CRM known for ready-made marketing content.

FAQ
What is Shape Software?A modern all-in-one mortgage CRM for brokers, withdrawn from scoring pending re-research of its pricing.
How much does Shape Software cost?Quoted by the vendor — as published July 2026.
Why isn’t Shape Software scored?RealtyVerdict scores a tool only when the independent evidence can support a fair verdict under the Verdict Framework. For Shape Software, the independent evidence base behind it is still maturing — so it carries an honest Tool Snapshot instead, and it is re-checked when material changes come to light.
Vendor Right Of Reply

Work at this company? Corrections to facts, pricing, and product updates are welcome — material updates are reflected with a new review date. Email the editors or use the contact page.

Compliance

This is general information, not legal or financial advice. Prices and features change quickly, so confirm the current details with Shape Software before you decide. Product names and logos belong to their owners.