Shape
6.1#20 in mortgage crm softwareAndroidiOSWeb
VisitShape vs Total Expert
Total Expert
8.0#2 in mortgage crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Shape | Total Expert |
|---|---|---|
| Founded | 2009 | 2016 |
| Headquarters | Irvine, California, United States | Minneapolis, Minnesota, United States |
| Product | Shape is an all-in-one mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting. | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. |
Shape plans
- CompletePriced on request
- CorePriced on request
- EnterprisePriced on request
Total Expert plans
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
Pick Shape if…
Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations. It may suit teams that want borrower intake, loan workflows, marketing, and communications in one platform.
Pick Total Expert if…
It suits financial services teams in mortgage lending, banking, credit unions, and insurance that need tools for customer outreach, lead management, and marketing automation.