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Head-to-head · Mortgage CRM Software

Shape vs One Mortgage System

  • 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
One Mortgage System #5 in Mortgage CRM Software 8.4/10 Pricing on request ✓ 5 of 7 features Request a Demo

Shape leads on 0 checks, One Mortgage System 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
  • Most featuresShape · 7 of 7

Shape scores higher on our rubric for mortgage crm software: 8.7 against 8.4 out of 10; our editors rank them #3 and #5.

Shape is the better fit for full-service mortgage teams needing mobile CRM depth. One Mortgage System is the better fit for UK advisers needing case processing and compliance.

  • Shape fits best

    Full-service mortgage teams needing mobile CRM depth

  • One Mortgage System fits best

    UK advisers needing case processing and compliance

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 ↗ One Mortgage System 8.4/10 Visit ↗
At a glance
Editor score 8.7 8.4
Ranking #3 in Mortgage CRM Software #5 in Mortgage CRM Software
Best for Full-service mortgage teams needing mobile CRM depth UK advisers needing case processing and compliance
Pricing model Paid Paid
Starting price — Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Phone, Live chat, Docs Email, Phone, Docs
Compliance SOC 2, HIPAA, GDPR, PCI DSS, 2FA ISO 27001
Integrations 500+ integrations 50+ integrations
Built for Solo, Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Shape 7/7 · One Mortgage System 5/7
Borrower management ✓ ✓
Referral partner management ✓ ✓
Loan pipeline tracking ✓ ✓
Marketing automation ✓ (best) Not checked yet
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
  • Covers mortgage cases from enquiry through completion
  • Connects sourcing, portals, documents, updates and dashboards
  • Includes API-led origination and AI-assisted compliance checking
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
  • Pricing requires a contact-sales process
  • The broad feature set may require workflow configuration
  • AI compliance checking depends on the Curvestone integration
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 →

One Mortgage System (OMS) is a cloud-based mortgage CRM and origination platform for UK mortgage intermediaries, lenders and building societies. Its broker CRM supports residential, buy-to-let, bridging, second charge, commercial and…

Read the review →
  1. ShapeMortgage CRM Software 8.7Pricing on request
  2. One Mortgage SystemMortgage CRM Software 8.4Pricing 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

  • One Mortgage System — where it wins

    • Covers mortgage cases from enquiry through completion
    • Connects sourcing, portals, documents, updates and dashboards
    • Includes API-led origination and AI-assisted compliance checking

    Where it doesn't

    • Pricing requires a contact-sales process
    • The broad feature set may require workflow configuration
    • AI compliance checking depends on the Curvestone integration
  • Shape8.7/10 · Pricing on request

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

    Visit ShapeFull verdict →
  • One Mortgage System8.4/10 · Pricing on request

    A broad UK mortgage CRM covering case processing, sourcing, portals and compliance workflows.

    Request a DemoFull 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