G2 Vendor Directory

nCino's Mortgage Suite vs. Shape Mortgage CRM

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

MetricnCino's Mortgage Suite

by nCino Opco

Shape Mortgage CRM

by Shape Software

Overall rating4.94.9
Review count95101
Ease of use9.99.9
Ease of setup9.69.7
Quality of support9.79.9
Meets requirements9.79.8
NPS94.56521795
Small Business60.6%47.5%
Mid-Market25.5%41.6%
Enterprise13.8%10.9%
Total page views316450
Total LLM citations2,892205

nCino's Mortgage Suite

The nCino Platform revolutionizes mortgage lending by driving efficiency, collaboration, and exceptional borrower experiences. nCino Mortgage automates workflows to connect every stage, accelerate processes, and reduce errors; leverages real-time insights using AI, improving decisions, reducing risks, and enhancing lending outcomes; enables seamless collaboration, uniting teams for a smooth and efficient lending process; and integrates adaptable solutions that grow with your institution to meet demand, regulations, and market shifts.

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