Total Expert vs Shape

Total Expert8.8Visit Shape8.7Visit

Higher score Total Expert #2 in Mortgage CRM Software 8.8/10 Free plan Free plan✓ 7 of 7 features Visit Total Expert

vs

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

• Total Expert fits best

  Teams prioritizing value and compliance

• Shape fits best

  Full-service mortgage teams needing mobile CRM depth

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Side by side

Feature	Total Expert 8.8/10 Visit ↗	Shape 8.7/10 Visit ↗
At a glance
Editor score	8.8	8.7
Ranking	#2 in Mortgage CRM Software	#3 in Mortgage CRM Software
Best for	Teams prioritizing value and compliance	Full-service mortgage teams needing mobile CRM depth
Pricing model	Free plan + paid	Paid
Starting price	$100/user/mo	—
Free plan	✓ (best)	—
Free trial	—	—
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Support	Email, Live chat, Tickets, Docs	Email, Phone, Live chat, Docs
Compliance	SOC 2, ISO 27001, SSO/SAML, 2FA	SOC 2, HIPAA, GDPR, PCI DSS, 2FA
Integrations	7 integrations	500+ integrations
Built for	Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Total Expert 7/7 · Shape 7/7
Borrower management	✓	✓
Referral partner management	✓	✓
Loan pipeline tracking	✓	✓
Marketing automation	✓	✓
Compliance workflows	✓	✓
SMS automation	✓	✓
Mobile app	✓	✓
Our review
Pros	Complimentary plan includes CRM access and marketing automation Compliance workflows include approvals, disclosures, and audit trails Loan-status synchronization keeps pipeline stages updated automatically	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
Cons	Premium pricing adds cost at $100 per user per month Enterprise mortgage pricing requires a sales conversation Broad functionality may exceed the needs of small teams	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
Our verdict	Total Expert is a customer engagement and CRM platform for mortgage lenders, banks, credit unions, and other financial institutions. It combines borrower and lead records, contact-level activity history, loan-status synchronization,… Read the review →	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 →

Strengths and trade-offs

• Total Expert — where it wins

  • Complimentary plan includes CRM access and marketing automation
  • Compliance workflows include approvals, disclosures, and audit trails
  • Loan-status synchronization keeps pipeline stages updated automatically

  Where it doesn't

  • Premium pricing adds cost at $100 per user per month
  • Enterprise mortgage pricing requires a sales conversation
  • Broad functionality may exceed the needs of small teams

• 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

• Total Expert8.8/10 · Free plan

  A broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.

  Visit Total ExpertFull verdict →
• Shape8.7/10 · Pricing on request

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

  Visit ShapeFull verdict →