Shape Mortgage CRM vs. nCino's Mortgage Suite
A side-by-side comparison based on G2 review data.
| Metric | Shape Mortgage CRM | nCino's Mortgage Suite |
|---|---|---|
| Overall rating | 4.9 | 4.9 |
| Review count | 101 | 95 |
| Ease of use | 9.9 | 9.9 |
| Ease of setup | 9.7 | 9.6 |
| Quality of support | 9.9 | 9.7 |
| Meets requirements | 9.8 | 9.7 |
| NPS | 95 | 94.565217 |
| Small Business | 47.5% | 60.6% |
| Mid-Market | 41.6% | 25.5% |
| Enterprise | 10.9% | 13.8% |
| Total page views | 450 | 316 |
| Total LLM citations | 205 | 2,892 |
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.
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.