G2 Vendor Directory

Shape Mortgage CRM vs. Encompass Digital Mortgage Solution

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

MetricShape Mortgage CRM

by Shape Software

Encompass Digital Mortgage Solution

by Intercontinental Exchange

Overall rating4.94.2
Review count10161
Ease of use9.98.5
Ease of setup9.76.8
Quality of support9.98.3
Meets requirements9.89.1
NPS9544.262295
Small Business47.5%13.1%
Mid-Market41.6%65.6%
Enterprise10.9%21.3%
Total page views450226
Total LLM citations205820

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

    Encompass Digital Mortgage Solution

    Encompass® by ICE Mortgage Technology® provides an end-to-end solution with best-of-breed technology that gives you the tools to manufacture and acquire significantly more loans with less effort. Successful mortgage companies know that offering an automated, omnichannel experience and a quick closing time are necessary to keep costs down, enable scalability, and meet borrower demand for convenience and speed. With a customer base of more than 3,100 lenders and investors, Encompass empowers more loans than any other lending automation platform and is the gold standard in the mortgage industry.

    Pros