Shape Mortgage CRM vs. Floify
A side-by-side comparison based on G2 review data.
| Metric | Shape Mortgage CRM | Floify |
|---|---|---|
| Overall rating | 4.9 | 4.8 |
| Review count | 101 | 57 |
| Ease of use | 9.9 | 9.5 |
| Ease of setup | 9.7 | 8.8 |
| Quality of support | 9.9 | 9.6 |
| Meets requirements | 9.8 | 9.6 |
| NPS | 95 | 91.22807 |
| Small Business | 47.5% | 56.1% |
| Mid-Market | 41.6% | 35.1% |
| Enterprise | 10.9% | 8.8% |
| Total page views | 450 | 181 |
| Total LLM citations | 205 | 973 |
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.
Floify
Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group”) (NASDAQ: PRCH).