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Head-to-head · Mortgage CRM Software

Shape vs MapleConnect

  • 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
MapleConnect #7 in Mortgage CRM Software 8.0/10 14-day trial Free trial✓ 6 of 7 features Visit MapleConnect

Shape leads on 0 checks, MapleConnect 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
  • Free trialonly MapleConnect
  • Most featuresShape · 7 of 7

Shape scores higher on our rubric for mortgage crm software: 8.7 against 8.0 out of 10; our editors rank them #3 and #7.

Shape is the better fit for full-service mortgage teams needing mobile CRM depth. MapleConnect is the better fit for teams wanting AI voice follow-up and pipelines.

  • Shape fits best

    Full-service mortgage teams needing mobile CRM depth

  • MapleConnect fits best

    Teams wanting AI voice follow-up and pipelines

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 ↗ MapleConnect 8.0/10 Visit ↗
At a glance
Editor score 8.7 8.0
Ranking #3 in Mortgage CRM Software #7 in Mortgage CRM Software
Best for Full-service mortgage teams needing mobile CRM depth Teams wanting AI voice follow-up and pipelines
Pricing model Paid Paid
Starting price — $199/mo
Free plan — —
Free trial — 14 days
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Phone, Live chat, Docs Phone
Compliance SOC 2, HIPAA, GDPR, PCI DSS, 2FA SOC 2, HIPAA
Integrations 500+ integrations 12 integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market
Features Shape 7/7 · MapleConnect 6/7
Borrower management ✓ ✓
Referral partner management ✓ ✓
Loan pipeline tracking ✓ ✓
Marketing automation ✓ ✓
Compliance workflows ✓ ✓
SMS automation ✓ ✓
Mobile app ✓ (best) Not checked yet
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
  • Tracks borrowers, referral partners, and loans through clear-to-close
  • Automates SMS, email, booking, consent, and opt-out workflows
  • Connects with LOS tools, calendars, lead ads, and REST APIs
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
  • Starts at $199 per month, with no permanent free plan
  • Native AI voice agents are limited to the $399 Premium plan
  • Does not replace the LOS for underwriting, disclosures, or rate locks
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 →

MapleConnect is a mortgage CRM for loan officers and mortgage teams that need one system for borrower, referral-partner, and loan-opportunity follow-up. It organizes loan pipelines from inquiry and pre-qualification through clear-to-close,…

Read the review →
  1. ShapeMortgage CRM Software 8.7Pricing on request
  2. MapleConnectMortgage CRM Software 8.014-day trial

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

  • MapleConnect — where it wins

    • Tracks borrowers, referral partners, and loans through clear-to-close
    • Automates SMS, email, booking, consent, and opt-out workflows
    • Connects with LOS tools, calendars, lead ads, and REST APIs

    Where it doesn't

    • Starts at $199 per month, with no permanent free plan
    • Native AI voice agents are limited to the $399 Premium plan
    • Does not replace the LOS for underwriting, disclosures, or rate locks
  • Shape8.7/10 · Pricing on request

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

    Visit ShapeFull verdict →
  • MapleConnect8.0/10 · 14-day trial

    A mortgage CRM with pipelines, automation, and AI voice follow-up for lending teams.

    Visit MapleConnectFull 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