G2 Vendor Directory

BNTouch Mortgage CRM vs. Shape Mortgage CRM

A side-by-side comparison based on G2 review data.

MetricBNTouch Mortgage CRM

by BNTouch

Shape Mortgage CRM

by Shape Software

Overall rating4.54.9
Review count68101
Ease of use8.79.9
Ease of setup8.89.7
Quality of support9.39.9
Meets requirements9.09.8
NPS63.23529495
Small Business73.5%47.5%
Mid-Market17.6%41.6%
Enterprise8.8%10.9%
Total page views276450
Total LLM citations1,311205

BNTouch Mortgage CRM

BNTouch Mortgage CRM is an all-in-one mortgage CRM and point-of-sale platform built specifically for mortgage loan originators (MLOs), brokers, mortgage teams, and mortgage companies. It brings the full mortgage relationship lifecycle into one system: capture a lead, work the prospect, collect an application, manage borrower and partner communication while the loan is in process, and keep the relationship active after funding.

Pros

    Shape Mortgage CRM

    What is Shape Mortgage CRM? Shape is a mortgage CRM, point-of-sale, and sales automation platform built for loan officers, mortgage brokers, branch managers, and enterprise lenders. It combines lead management, borrower communication, application intake, and marketing automation in a single system. Teams use it instead of running a separate CRM, dialer, email tool, and online application. The platform is built specifically for mortgage workflows rather than adapted from a general sales CRM.

    Pros