Shape

Pros: **Exceptional Customer Support **Seamless Integration **User-Friendly Interface **Robust Features **Customization and Flexibility - **Reliable Performance**

Cons: That we didn’t find them sooner. But in all seriousness there has not been anything that has stood out to me in regards to what we I don’t like about Shape

Pros: Zapier integrations, text and email message automation

Cons: They rip you off. My monthly service is $149.50 however, they charged me $484.00 and later refund $299.00, shorting me $36.00 every month. Then some other bogus charges, adding to a total scam of $750.00. So I try to call billing, but there is no billing phone number, just an email address. I try to call customer service, but there is no customer service phone number. The only number is for a sales line. So you send an email, and another one, and another one, and nobody responds or calls back. And this is for wrongful billing!

Pros: The product has some bells and whistles that we liked but may not be very inclusive after all.

Cons: Terrible Customer Support. Shape Software from C-level down to [sensitive content hidden] in Billing and [sensitive content hidden] in sales have demonstrated a complete lack of product knowledge but a very firm grasp on compliance avoidance. They have for the last 3 weeks avoided completing a third party agreement stating they will not sell leads you input into the system. If this seems odd we think so too.

Pros: What really sets Shape apart from other productivity tools is its analytics and reporting capabilities. With Shape, you can easily track your progress, identify areas for improvement, and get insights into how you and your team are performing. This makes it a great choice for anyone who wants to optimize their workflow and achieve better results.

Cons: Nothing to improve. This is already perfect!

Pros: The features that are most impactful, are the phone features and the texting.

Cons: There's nothing that I really don't like about shape.

Pros: We use it a lot for email automation and text automation and it works great

Cons: All the features work very well for what we use it for

Pros: Shape was easily accessible, easy to use and allowed me to keep track of current and past business seamlessly.

Cons: There was nothing that I disliked about Shape.

Pros: It has EVERYTHING. Built in phone, e-mail, texts there's even a calendar solution that's tied to the rest of the system AND project management (we used to have trello but we got rid of it and only use Shape now). Lead distribution, marketing automation, and contact management way superior to anything I've used before.

Cons: I don't have any cons to say about Shape. The system is awesome and the support and service is second to none. Anytime I have a question or request it's handled that same day - UNHEARD of with any other CRM software solution.

Pros: Lead management and pipeline tracking as well as I can calculate my cpl

Cons: There is literally nothing I do not like about shape

Pros: This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything!

Cons: Nothing that I could see by using the software.

Pros: Shape syncs, advertise, customizes, and provides the best reporting CRM system I’ve used. You can call, text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard reports that shows leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs!

Cons: When declining a document Shape allows you to provide a customized comment to explain the denial. I would love to explore a prepopulated drop-list of reasons for denial.

Pros: This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and details so we don't lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn't use this CRN. I have used other CRM/POS software, Shape is second to none. (you will see!!!)

Cons: The only thing in my brief review and I wouldn't say this is a con because the reward on the backend is significant because Shape is so extensive configuring it to your exact needs requires some input on the business owner.

Pros: The software expedites the loan process from start to finish. The dash board keeps all parties informed including the borrower.

Cons: There is no feature that I feel is missing

Pros: I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible. One of my favorite features is the “if/then” functionality you can choose for marketing campaigns. .

Cons: I have yet to find any cons with this system.

Pros: nothing This software company is terrible

Cons: esignature mapping never worked properly

Pros: The contact management and pipeline tools make our prospecting a lot easier. We use the system to share notes, share call recordings on leads and pretty much manage everything now. E-mail and text drip campaigns have automated a lot of the work we used to do as well. Would highly recommend Shape.

Cons: No cons that I can think of, we like the software.

Pros: Great product to keep all your clients organized and updated throughout the process. Easy to use marketing automation. I have other marketing automation systems and its so confusing. This is straight forward and every effective.

Cons: I would say price, agents like to keep overhead low but this definitely is worth every penny.

Pros: This a must in our business, I couldn’t conduct business without the CRM, they have amazing support and training material

Cons: It was a lot to take in but my questions were answered efficiently, the more you use the more you quickly learn to navigate.

Pros: The product is easy to use and any questions I have are answered in a timely manner.

Cons: I haven't really found anything I don't like about this program.

Pros: Ease of integration and implementation!

Cons: Nothing comes to mind- great support team and high availability, very pleased with the stability!

Pros: Ease of use, accountability, incredible customer service, and reliability

Cons: It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment

Pros: The overall system seems very user friendly. Things seem to make sense where they are located and are easy to find. I love that inquiries on our website go straight into the CRM. We didn't have that with our last program.

Cons: I have had some clients have issues with the mortgage application, but I haven't figured out yet if it is a software issue or a user issue.

Pros: Shape software is easy to use, intuitive, and just the perfect software. Highly recommended.

Cons: Shape has minimal complaints from my side as per my needs