Freedom251 › Mortgage CRM Software
Shape
What Shape is
Shape is an all-in-one mortgage CRM covering lead generation, loan origination, marketing, communication, automation, AI, and reporting. Its CRM prioritizes and routes leads, provides a built-in dialer, tracks texts and email, and manages workflows, tasks, and reminders. Marketing tools include flyers, emails, landing pages, social media tools, and campaigns for each loan-process stage. A built-in point of sale collects borrower documents and 1003 applications, then synchronizes them with the loan origination system. Native integrations with Encompass, LendingPad, and LendingDox sync loan data, milestones, assignments, and status. Shape also supports REST APIs, webhooks, Zapier, Make, and calendar synchronization with Google or Outlook. Apple and Android apps support contacts, notes, messages, calling, email, activity, and file uploads. Every plan includes calling, texting, and email through a pay-as-you-go communications balance; unlimited calling is also available. Pricing is on request, with Core, Complete, and Enterprise plans. There is no free plan or trial. Shape states it provides complimentary onboarding, 24/7 AI chat, email and phone support, webinars, and tutorials.
Who it suits
Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations. It suits teams needing borrower, referral, pipeline, marketing, and compliance workflows across web and mobile.
What it does well
- Combines mortgage CRM, POS, marketing, and automation
- Syncs with Encompass, LendingPad, and LendingDox
- Provides REST APIs, webhooks, Zapier, and Make
- Includes Apple and Android mobile apps
- Offers onboarding and multiple support channels
What to know first
- Pricing is available only on request
- No free plan or trial
- Communications use a pay-as-you-go balance
- Unlimited calling is a separate available plan
Limits
There is no free plan or trial. Communications are billed through a pay-as-you-go balance; unlimited calling is available as a separate plan option.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Core | monthly or annually · per-user pricing · CRM foundation · add-ons available | On request |
| Enterprise | monthly or annually · custom pricing · volume user pricing · dedicated onboarding and priority support | On request |
| Complete | monthly or annually · 5 users included · everything included · add more anytime | On request |
As setshape.com lists them, read 1 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://setshape.com/mortgage.
- Choose a Core, Enterprise, or Complete plan and request pricing.
- Use the Apple or Android mobile app, or access Shape on the web.
- Arrange the complimentary expert onboarding included with every plan.
Verdict
Shape connects mortgage lead management, borrower intake, loan-system synchronization, marketing, communications, and automation. Its broad audience coverage and support offering are balanced by quote-based pricing and usage-based communications costs.
Questions
How much does Shape cost?
Pricing is on request. Core and Complete are billed monthly or annually, while Enterprise uses custom pricing.
Is there a free plan or trial?
No. Shape has neither a free plan nor a free trial.
Which platforms does Shape support?
Shape is available on Android, iOS, and the web.
Which loan origination systems integrate natively?
Shape names Encompass, LendingPad, and LendingDox as native LOS integrations.
How are calls, texts, and email billed?
They are included on every plan and billed through a pay-as-you-go communications balance. An unlimited calling plan is also available.
What support is included?
Every plan includes expert onboarding, 24/7 instant AI chat, email and phone support, live training webinars, and video tutorials.
Facts from Shape's own pages
- Audience
- Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations. · setshape.com, 1 Oct 2026
- Automation
- Shape supports open REST APIs, real-time webhooks, and no-code automation through Zapier and Make. · setshape.com, 1 Oct 2026
- Calendar
- Task management includes one-off or templated tasks, workflow checklists, and calendar synchronization with Google or Outlook. · setshape.com, 1 Oct 2026
- Communications
- Every plan includes built-in calling, texting, and email billed through a pay-as-you-go communications balance, with an unlimited calling plan also available. · setshape.com, 1 Oct 2026
- Company
- Shape says it is privately held, self-funded, in business since 2009, and has served more than 100,000 customers. · setshape.com, 1 Oct 2026
- CRM
- The CRM provides lead management with smart prioritization and routing, built-in dialer, text and email tracking, automated workflows, tasks, and reminders. · setshape.com, 1 Oct 2026
- Founded
- 2009 · setshape.com, 23 Sept 2026
- Headquarters
- Irvine, California, United States · setshape.com, 23 Sept 2026
- LOS integrations
- Native LOS integrations include Encompass, LendingPad, and LendingDox, with real-time loan data, milestone, assignment, and status synchronization. · setshape.com, 1 Oct 2026
- Marketing
- Shape includes pre-made flyers, emails, landing pages, social media tools, and campaigns for every stage of the loan process. · setshape.com, 1 Oct 2026
- Mobile
- The Shape mobile app is available for Apple and Android devices and supports contacts, notes, messages, calling, email, activity, and file uploads. · setshape.com, 1 Oct 2026
- POS
- Its built-in point of sale collects borrower documents and 1003 applications and syncs them to the loan origination system without copy and paste or double entry. · setshape.com, 1 Oct 2026
- Product
- Shape is an all-in-one mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting. · setshape.com, 1 Oct 2026
- Security
- Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices. · setshape.com, 1 Oct 2026
- Security controls
- Its security overview describes SSL encryption, intrusion detection and prevention systems, access auditing, virus scanning, restricted employee access, and periodic backups. · setshape.com, 1 Oct 2026
- Support
- Every plan includes complimentary expert onboarding, 24/7 instant AI chat support, dedicated email support, a phone support line, live training webinars, and video tutorials. · setshape.com, 1 Oct 2026
Where Shape stands on Freedom251
- Mortgage CRM Software#24 of 29
- Financial Services CRM Software#26 of 28