Ease of use, accountability, incredible customer service, and reliability.

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.

All of us in the company love this CRM. Very helpful and user-friendly.

They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.

I really don't have a lot of bad experience with Shape Software.

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to  file sharing easily accessible.

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.

The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.

Shape Software is intuitive, organized, customizable, and great for any sized company.

Shape software is easy to use, intuitive, and just the perfect software.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

I have had an amazing experience with the software and team behind this all.

I haven't really found anything I don't like about this program.

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

This a must in our business,  I couldn’t conduct business without the CRM, they have amazing support and training material.

Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

Fast response, easy to use website, very easy to request a demo.

Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to.

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it.

This is the best CRM a mortgage company can use. And competitively priced too.

I like the way they organize their graphs. They make it super easy to understand trends.

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.

It has been easy to use, and it keeps me organized right on track.

Sometimes my customers have a hard time signing docs on their phones.

Transactional Software (with reminders when needed). Marketing, such as email subscription options, which help tremendously with customer retention and follow up.

Total Brokerage is a robust CRM systems that stream lines the necessary daily tasks required within the real estate industry.

I really like the contact management and ease of integration into the documents.

Great Marketing Automation. Fantastic Mobile Integration for those of us on the go.

I haven’t used other platforms so there’s no comparison.

I think the CRM and Marketing portions are the most important asset of this product.

I am not a technological person, and it took me a long time to learn this system, but compared to App Files, and to Dot Loop, this system is a winner, and once one learns it, is very easy to operate.

The best one stop shop for CRM, Transaction Management, Marketing Automation, and Financial Management you can have for the price.

It's truly the best real estate software from Contact to Contract to Close. I'm thrilled that we have this 1 awesome platform system with Southern Classic Realtors.

The platform itself is  excellent and does exactly what it should do as a one stop fully integrated product.

CRM is amazing, helps you organize your contacts and have great communication with them.

There is a learning curve for this platform and you can say it is due to the fact that this is truly comprehensive and robust system.

I love the way Total Brokerage sets up your road to success. From the initial CRM entry to last item entered the systems intergraded feature collects the data and pulls it all together.

QuickBooks integration, making taxes a breeze. Excellent Customer Service and Help Desk.

I love how user friendly and platform friendly this software is. I can access documents from my phone and request signatures just as easily.

There customer support staff is amazing and very responsive. They have been very good to work with and they allow me the opportunity to customize their system to my company operations.

We originally tired Brokermint and just before we were ready to go live with it, we found they had an issue with printing from Apple mobile devices.

If something needs to be added to a previously sign document, there is no way to edit and resend.

This is very user friendly, makes daily work activities, emailing, tracking, doing contracts, storing documents quicker & easier and is very efficient.

My favorite part it has a great way of helping you to build relationship with your customers by sending them emails, post card for holidays or even  their favorite sport.

The documents at rents and security safe , is very nice the forms use the a services for my costumers and I.

The thing I like most about TotalBrokerage is their customer support.

Overall the TotalBrokerage it’s a great tool. That’s  helps you to be the Agent that you want to.

You cant create your own personal templates, only administrators can. You cant send documents or emails to people not in transactions.

My favorite section is the Tasks, I found it  extremely useful, specially as a new agent because It’s guide you step-by-step to what forms must be completed for your transaction.

Its Guide you with your transaction steps by step. It has a great marketing tools for you to to choose and design your own ads.

Very user friendly and convenient way of organizing and storing client files.

It could take a while to learn it, it is frustrating to get around with so many items to input.

It is very good tool for us as realtors, and have a lot options that i think are fantastic.

Even more so, we love the team behind the software. They are always working to improve and better the system and are constantly putting out new tools and features.

US Dollar

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.


Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.


Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.


Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.



LongDescription

For Property Managers

Document Templates

Cataloging/Categorization

Escrow Management

Customer Surveys

Forecasting

Faculty/Staff Management

Status Tracking

Admissions Management

Internal Chat Integration

Payment Processing

Financial Aid Management

Application Management

Product Catalog

HUD Settlement Statements

Time Tracking

Fee Management

Lead Capture

Customizable Reports

Document Storage

Student Portal

Proposal Generation

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Cafeteria Management

Progress Tracking

Digital Signature

Customer Service Analytics

Housing Management

Property Tax Management

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Financial Management

Cash Flow Analysis

Electronic Signature

Client Database

Calendar/Reminder System

Relationship Tracking

Invoice Management

Portfolio Management

Attendance Tracking

Strategic Planning

Third Party Loan Origination

Student Information/Records

Knowledge Management

Pipeline Management

Communication Management

Customer Database

Flyer Printing

Class Scheduling

Team Assignments

School District

Calendar Management

Closing Documents

Customizable Fields

Collaboration Tools

Lender Search

Commercial Property Management

Commercial Mortgages

Full Text Search

Call Center Management

Template Management

Loan Processing

Scheduling

Data Import/Export

Parent/Student Portal

Accounting

Customer Support

Special Education

Assessment Management

Email Templates

Self Service Portal

Contact Management

Facility Management

Audit Trail

Loan Servicing

XML/RSS

Scoring

Loan Origination

Lead Management

Email Marketing

Mobile Access

Online Payments

Property Database

Sales Reports

Library Management

Survey/Poll Management

Compliance Management

Electronic Applications

Performance Metrics

Curriculum Management

Routing

Territory Management

Amortization Schedule

Mac OS

Web browser (OS agnostic)

Windows 10

Email/Help Desk

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Shape

In Person

Live Online

Webinars

Documentation

TotalBrokerage offers the real estate industry’s most comprehensive sales and management platform built to scale brokerage performance, from first contact to close. Developed for brokers by industry-leading brokers, TotalBrokerage’s robust platform is the only solution brokerages, agents, and admins need to streamline daily processes. Unlike traditional SaaS tools, TotalBrokerage serves as an expert advisor, offering custom consultative services that empower brokerages to implement the most intelligent business decisions. With feature-rich solutions that easily integrate with other systems and unparalleled client service, TotalBrokerage enables brokerages to gain a competitive edge, optimize operations, save valuable time and resources, and sell more homes faster. 

Shape vs TotalBrokerage

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