Shape Software CRM — Mortgage CRM

Shape Software offers a general-purpose CRM with a mortgage template covering lead capture, pipelines, dialer, and email. Broader than mortgage-only tools

Category: Mortgage CRM

All-in-one CRM with mortgage template.

Shape Software offers a general-purpose CRM with a mortgage template covering lead capture, pipelines, dialer, and email. Broader than mortgage-only tools but with mortgage-specific templates.

Best for

Multi-line shops (mortgage + insurance) wanting one CRM.

Key capabilities

• Built-in dialer
• Email & SMS
• Custom pipelines
• Zapier integrations

Headquarters: Irvine, CA

Visit Shape Software CRM website

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For loan officers

Shape Software CRM handles your file. We handle the follow-up.

Keep every borrower and referral partner warm while the file moves, without hiring an assistant.

• Automated follow-up on every lead
• Realtor partner updates and co-marketing
• Rate-drop and equity alerts on past clients

▶ Full demo · 6 min

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