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SPECIFICTION
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Shape

setshape.com

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Spec score 7.0 #25 of 28 in Financial Services CRM Software

Spec sheet

Product
Shape is an all-in-one mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting.Read 1 Oct 2026 · setshape.com
Audience
Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.Read 1 Oct 2026 · setshape.com
Security
Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices.Read 1 Oct 2026 · setshape.com
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.Read 1 Oct 2026 · setshape.com
Headquarters
Irvine, California, United StatesRead 23 Sep 2026 · setshape.com
Founded
2009Read 23 Sep 2026 · setshape.com
Company
Shape says it is privately held, self-funded, in business since 2009, and has served more than 100,000 customers.Read 1 Oct 2026 · setshape.com
Automation
Shape supports open REST APIs, real-time webhooks, and no-code automation through Zapier and Make.Read 1 Oct 2026 · setshape.com
Calendar
Task management includes one-off or templated tasks, workflow checklists, and calendar synchronization with Google or Outlook.Read 1 Oct 2026 · setshape.com
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.Read 1 Oct 2026 · setshape.com
CRM
The CRM provides lead management with smart prioritization and routing, built-in dialer, text and email tracking, automated workflows, tasks, and reminders.Read 1 Oct 2026 · setshape.com
LOS integrations
Native LOS integrations include Encompass, LendingPad, and LendingDox, with real-time loan data, milestone, assignment, and status synchronization.Read 1 Oct 2026 · setshape.com
Marketing
Shape includes pre-made flyers, emails, landing pages, social media tools, and campaigns for every stage of the loan process.Read 1 Oct 2026 · setshape.com
Mobile
The Shape mobile app is available for Apple and Android devices and supports contacts, notes, messages, calling, email, activity, and file uploads.Read 1 Oct 2026 · setshape.com
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.Read 1 Oct 2026 · setshape.com
Security controls
Its security overview describes SSL encryption, intrusion detection and prevention systems, access auditing, virus scanning, restricted employee access, and periodic backups.Read 1 Oct 2026 · setshape.com

Plans and prices

Complete Priced on request monthly or annually 5 users included · everything included · add more anytime Read 1 Oct 2026 · setshape.com
Core Priced on request monthly or annually per-user pricing · CRM foundation · add-ons available Read 1 Oct 2026 · setshape.com
Enterprise Priced on request monthly or annually custom pricing · volume user pricing · dedicated onboarding and priority support Read 1 Oct 2026 · setshape.com

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Where Specifiction places it

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