Shape vs Jungo

Shape8.7Visit Jungo7.6Visit

Higher score Shape #3 in Mortgage CRM Software 8.7/10 Pricing on request ✓ 7 of 7 features Visit Shape

vs

Jungo #11 in Mortgage CRM Software 7.6/10 7-day trial Free trial✓ 7 of 7 features Visit Jungo

• Shape fits best

  Full-service mortgage teams needing mobile CRM depth

• Jungo fits best

  Established teams needing mature LOS connectivity

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Side by side

Feature	Shape 8.7/10 Visit ↗	Jungo 7.6/10 Visit ↗
At a glance
Editor score	8.7	7.6
Ranking	#3 in Mortgage CRM Software	#11 in Mortgage CRM Software
Best for	Full-service mortgage teams needing mobile CRM depth	Established teams needing mature LOS connectivity
Pricing model	Paid	Paid
Starting price	—	$96/user/mo
Free plan	—	—
Free trial	—	7 days
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web
Support	Email, Phone, Live chat, Docs	Email, Phone, Docs
Integrations	500+ integrations	12 integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Shape 7/7 · Jungo 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	Connects borrower, referral-partner, pipeline, and lead workflows Syncs with Encompass, Calyx Point, LendingPad, Blend, and other systems Adds SMS automation, compliance controls, reporting, and mobile access
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	No free plan; the free offer is limited to a 7-day trial Advanced features and LOS Sync are concentrated in higher tiers Some SMS and integrations may require separate partner accounts
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 →	Jungo is a mortgage-focused CRM built on Salesforce for loan officers and lending organizations. It brings borrower and contact records, loan pipeline tracking, referral-partner management, marketing automation, lead distribution,… Read the review →

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

• Jungo — where it wins

  • Connects borrower, referral-partner, pipeline, and lead workflows
  • Syncs with Encompass, Calyx Point, LendingPad, Blend, and other systems
  • Adds SMS automation, compliance controls, reporting, and mobile access

  Where it doesn't

  • No free plan; the free offer is limited to a 7-day trial
  • Advanced features and LOS Sync are concentrated in higher tiers
  • Some SMS and integrations may require separate partner accounts

• Shape8.7/10 · Pricing on request

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

  Visit ShapeFull verdict →
• Jungo7.6/10 · 7-day trial

  A mature mortgage CRM for teams that need Salesforce and LOS connectivity.

  Visit JungoFull verdict →