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Head-to-head · Mortgage CRM Software

Shape vs Lend1

  • 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
Lend1 #8 in Mortgage CRM Software 7.9/10 Paid ✓ 6 of 7 features Visit Lend1

Shape leads on 1 check, Lend1 on 0, and 7 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
  • Most featuresShape · 7 of 7

Shape scores higher on our rubric for mortgage crm software: 8.7 against 7.9 out of 10; our editors rank them #3 and #8.

Shape offers mobile app; Lend1 doesn't.

Shape is the better fit for full-service mortgage teams needing mobile CRM depth. Lend1 is the better fit for australian brokers needing structured deal workflows.

  • Shape fits best

    Full-service mortgage teams needing mobile CRM depth

  • Lend1 fits best

    Australian brokers needing structured deal workflows

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 ↗ Lend1 7.9/10 Visit ↗
At a glance
Editor score 8.7 7.9
Ranking #3 in Mortgage CRM Software #8 in Mortgage CRM Software
Best for Full-service mortgage teams needing mobile CRM depth Australian brokers needing structured deal workflows
Pricing model Paid Paid
Starting price — A$149/mo
Free plan — —
Free trial — —
Deployment Cloud, Mobile Cloud, Browser extension
Platforms Web, iOS, Android Web
Support Email, Phone, Live chat, Docs Email, Docs
Compliance SOC 2, HIPAA, GDPR, PCI DSS, 2FA SOC 2, ISO 27001, 2FA
Integrations 500+ integrations 5,000+ integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Shape 7/7 · Lend1 6/7
Borrower management ✓ ✓
Referral partner management ✓ ✓
Loan pipeline tracking ✓ ✓
Marketing automation ✓ ✓
Compliance workflows ✓ ✓
SMS automation ✓ ✓
Mobile app ✓ (best) —
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
  • Customizable Kanban pipeline for tracking mortgage deals
  • Branded onboarding portal with AI document extraction and e-signatures
  • Automations, SMS, open banking and referral-partner workflows
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 dedicated mobile app
  • No free plan; pricing starts at AUD 149 per month
  • Conversations and calculators begin on the Pro plan
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 →

Lend1 is a web-based CRM and client onboarding platform for Australian mortgage, finance and insurance brokers. It brings borrower onboarding, document collection, deal pipeline tracking, referral-partner submissions, communications and…

Read the review →
  1. ShapeMortgage CRM Software 8.7Pricing on request
  2. Lend1Mortgage CRM Software 7.9Paid

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

  • Lend1 — where it wins

    • Customizable Kanban pipeline for tracking mortgage deals
    • Branded onboarding portal with AI document extraction and e-signatures
    • Automations, SMS, open banking and referral-partner workflows

    Where it doesn't

    • No dedicated mobile app
    • No free plan; pricing starts at AUD 149 per month
    • Conversations and calculators begin on the Pro plan
  • Shape8.7/10 · Pricing on request

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

    Visit ShapeFull verdict →
  • Lend17.9/10 · Paid

    A structured mortgage CRM with strong onboarding, automation and broker workflows.

    Visit Lend1Full 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