G2 Vendor Directory

Shape Mortgage CRM vs. BNTouch Mortgage CRM

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

MetricShape Mortgage CRM

by Shape Software

BNTouch Mortgage CRM

by BNTouch

Overall rating4.94.5
Review count10168
Ease of use9.98.7
Ease of setup9.78.8
Quality of support9.99.3
Meets requirements9.89.0
NPS9563.235294
Small Business47.5%73.5%
Mid-Market41.6%17.6%
Enterprise10.9%8.8%
Total page views450276
Total LLM citations2051,311

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

    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