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Head-to-head · Mortgage CRM Software

Shape vs Aidium

  • Updated Oct 2026
  • Both researched from official sources
  • 8 checks side by side
Higher score Shape #3 in Mortgage CRM Software 8.7/10 Pricing on request ✓ 7 of 7 features Visit Shape
Aidium #9 in Mortgage CRM Software 7.8/10 Pricing on request ✓ 7 of 7 features Visit Aidium

Shape leads on 0 checks, Aidium on 0, and 8 are even. Who comes out ahead on the 8 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreShape · 8.7/10

Shape scores higher on our rubric for mortgage crm software: 8.7 against 7.8 out of 10; our editors rank them #3 and #9.

Shape is the better fit for full-service mortgage teams needing mobile CRM depth. Aidium is the better fit for teams wanting advanced automation and integrations.

  • Shape fits best

    Full-service mortgage teams needing mobile CRM depth

  • Aidium fits best

    Teams wanting advanced automation and integrations

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Shape 8.7/10 Visit ↗ Aidium 7.8/10 Visit ↗
At a glance
Editor score 8.7 7.8
Ranking #3 in Mortgage CRM Software #9 in Mortgage CRM Software
Best for Full-service mortgage teams needing mobile CRM depth Teams wanting advanced automation and integrations
Pricing model Paid Paid
Starting price — Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web
Support Email, Phone, Live chat, Docs Email, Live chat, Phone · 24/7
Compliance SOC 2, HIPAA, GDPR, PCI DSS, 2FA SOC 2
Integrations 500+ integrations 100+ integrations
Built for Solo, Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Shape 7/7 · Aidium 7/7
Borrower management ✓ ✓
Referral partner management ✓ ✓
Loan pipeline tracking ✓ ✓
Marketing automation ✓ ✓
Compliance workflows ✓ ✓
SMS automation ✓ ✓
Mobile app ✓ ✓
Our review
Pros
  • Combines borrower, loan pipeline, referral, and marketing management
  • Supports calling, two-way SMS/MMS, email, portals, and LOS integrations
  • Includes iOS and Android apps plus AI calling, texting, and insights
  • 80+ playbooks with no-code marketing automations
  • Integrations across lending, messaging, data and CRM platforms
  • AI propensity modeling plus compliance dashboards and audit trails
Cons
  • Pricing requires contacting sales and has no public dollar amounts
  • No free trial or free version is offered
  • The broad feature set may exceed the needs of narrowly focused teams
  • Contact-sales pricing can make budget planning less direct
  • Its administrative controls may exceed the needs of smaller teams
  • Mobile operating-system availability is not specified
Our verdict

Shape is a mortgage-focused CRM for lenders, brokers, loan officers, and mortgage teams. It brings borrower, contact, and lead management together with loan pipeline tracking, referral-partner management, marketing automation, compliance…

Read the review →

Aidium is a mortgage CRM for lenders, loan officers, top producers and mortgage enterprises. It combines customizable contact and transaction pipelines with borrower lead capture, marketing automation, two-way SMS and email, an integrated…

Read the review →
  1. ShapeMortgage CRM Software 8.7Pricing on request
  2. AidiumMortgage CRM Software 7.8Pricing on request

Strengths and trade-offs

  • Shape — where it wins

    • Combines borrower, loan pipeline, referral, and marketing management
    • Supports calling, two-way SMS/MMS, email, portals, and LOS integrations
    • Includes iOS and Android apps plus AI calling, texting, and insights

    Where it doesn't

    • Pricing requires contacting sales and has no public dollar amounts
    • No free trial or free version is offered
    • The broad feature set may exceed the needs of narrowly focused teams

  • Aidium — where it wins

    • 80+ playbooks with no-code marketing automations
    • Integrations across lending, messaging, data and CRM platforms
    • AI propensity modeling plus compliance dashboards and audit trails

    Where it doesn't

    • Contact-sales pricing can make budget planning less direct
    • Its administrative controls may exceed the needs of smaller teams
    • Mobile operating-system availability is not specified
  • Shape8.7/10 · Pricing on request

    A full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.

    Visit ShapeFull verdict →
  • Aidium7.8/10 · Pricing on request

    A mortgage CRM with advanced automation, compliance controls and extensive integrations.

    Visit AidiumFull verdict →

More comparisons

All mortgage CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update