Shape

Web · Android · iPhone

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Freedom report

Two barsScore 5.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

Shape is ranked #16 of 29 in mortgage CRM software on Freedom251. It runs on Android, iOS, Web. There is no free plan.

Shape plans and pricing

All plans

Core Not published monthly or annually per-user pricing · CRM foundation · add-ons available setshape.com · 1 Oct 2026

Enterprise Not published monthly or annually custom pricing · volume user pricing · dedicated onboarding and priority support setshape.com · 1 Oct 2026

Complete Not published monthly or annually 5 users included · everything included · add more anytime setshape.com · 1 Oct 2026

Compared on mortgage CRM software

Free plan: No
Compliance workflows: Yes

Best Shape alternatives

See all 20

One bar MloFlo Paid plans No. 1$4.99/mo6.6 Two bars KudosCRM Free tier No. 2$9/mo6.5 Two bars Total Expert Free tier No. 3$100/mo6.5 One bar Viato Free tier No. 4$49/mo6.5 One bar Aidium Paid plans No. 5—5.6 One bar Mortgage Magic Paid plans No. 6£85/mo5.6

The record

Product: Shape is an all-in-one mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting.
CRM: The CRM provides lead management with smart prioritization and routing, built-in dialer, text and email tracking, automated workflows, tasks, and reminders.
Marketing: Shape includes pre-made flyers, emails, landing pages, social media tools, and campaigns for every stage of the loan process.
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.
LOS integrations: Native LOS integrations include Encompass, LendingPad, and LendingDox, with real-time loan data, milestone, assignment, and status synchronization.
Automation: Shape supports open REST APIs, real-time webhooks, and no-code automation through Zapier and Make.
Calendar: Task management includes one-off or templated tasks, workflow checklists, and calendar synchronization with Google or Outlook.
Mobile: The Shape mobile app is available for Apple and Android devices and supports contacts, notes, messages, calling, email, activity, and file uploads.
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.
Security: Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices.
Security controls: Its security overview describes SSL encryption, intrusion detection and prevention systems, access auditing, virus scanning, restricted employee access, and periodic backups.
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.
Audience: Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.
Company: Shape says it is privately held, self-funded, in business since 2009, and has served more than 100,000 customers.

Where it ranks on Freedom251

Best Mortgage CRM Software in 2026#16 of 29
Best Financial Services CRM Software in 2026#20 of 28

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Sources

setshape.com/mortgage· checked 1 Oct 2026
setshape.com/mobile-app· checked 1 Oct 2026
setshape.com/pricing· checked 1 Oct 2026
setshape.com/security· checked 1 Oct 2026
setshape.com/about· checked 1 Oct 2026