Surefire CRM vs. Shape Mortgage CRM
A side-by-side comparison based on G2 review data.
| Metric | Surefire CRM | Shape Mortgage CRM |
|---|---|---|
| Overall rating | 4.0 | 4.9 |
| Review count | 20 | 101 |
| Ease of use | 7.1 | 9.9 |
| Ease of setup | 7.5 | 9.7 |
| Quality of support | 7.7 | 9.9 |
| Meets requirements | 8.2 | 9.8 |
| NPS | 35 | 95 |
| Small Business | 20.0% | 47.5% |
| Mid-Market | 75.0% | 41.6% |
| Enterprise | 5.0% | 10.9% |
| Total page views | 89 | 450 |
| Total LLM citations | 659 | 205 |
Surefire CRM
From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage lenders and mortgage loan officers win new business, earn repeat business and gain referral business with intuitive, “set it and forget it” workflows and award-winning content that inspires emotional connections with customers.
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.