Shape
Irvine, California, United States
What it is
Shape is a mortgage CRM platform spanning lead management, loan origination, marketing, communications, automation, AI, and reporting. Its CRM supports lead prioritization and routing, a built-in dialer, text and email tracking, automated workflows, tasks, and reminders. Marketing tools include flyers, emails, landing pages, social media tools, and campaigns for different stages of the loan process. A built-in point of sale collects borrower documents and 1003 applications and syncs them to the loan origination system. Native integrations with Encompass, LendingPad, and LendingDox synchronize loan data, milestones, assignments, and status. Shape also supports REST APIs, real-time webhooks, Zapier, Make, and calendar synchronization with Google or Outlook. Its Android and Apple mobile app supports contacts, notes, messages, calling, email, activity, and file uploads. Plans include calling, texting, and email billed through a pay-as-you-go communications balance; an unlimited calling plan is also available. Pricing is available on request, and no free plan or trial is listed.
For and against
For
- Syncs borrower documents and applications to an LOS
- Integrates with Encompass, LendingPad, and LendingDox
- Supports REST APIs, webhooks, Zapier, and Make
- Mobile app supports file uploads and activity
Against
- Pricing is available on request
- No free plan
- No free trial
- Communications use a pay-as-you-go balance
The verdict
Shape brings mortgage lead, borrower, and loan workflow tools into one platform, with mobile apps and LOS integrations. Pricing is not published, and communications are billed through a separate balance.
Who it suits
Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations. It may suit teams seeking borrower management, loan pipeline tracking, and marketing automation in one platform.
Plans and prices
Complete
5 users included · everything included · add more anytime
Read 1 Oct 2026 · setshape.com
Core
per-user pricing · CRM foundation · add-ons available
Read 1 Oct 2026 · setshape.com
Enterprise
custom pricing · volume user pricing · dedicated onboarding and priority support
Read 1 Oct 2026 · setshape.com
On the record
- Audience
- Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.setshape.com · read 1 Oct 2026
- Automation
- Shape supports open REST APIs, real-time webhooks, and no-code automation through Zapier and Make.setshape.com · read 1 Oct 2026
- Calendar
- Task management includes one-off or templated tasks, workflow checklists, and calendar synchronization with Google or Outlook.setshape.com · read 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 · read 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 · read 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 · read 1 Oct 2026
- LOS integrations
- Native LOS integrations include Encompass, LendingPad, and LendingDox, with real-time loan data, milestone, assignment, and status synchronization.setshape.com · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 1 Oct 2026
