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.

Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.

The ease and simplicity make simple nexus functionality a breeze.

The Encompass integration is very tight, solid performance. Overall very happy with this platform.

The ability to work from anywhere I have internet connections. I receive high compliments on the built in scanner and the ability to add documents without printing and delivering these items to me.

Ease of use for my customers is a huge plus, the simplicity of the system makes it easy to use even for the less tech-savy users.

Can't edit the Loan Officer landing pages without special requests, and even then what can be changed is limited.

If I am refinancing a prior customer or user, the borrowers are confused about which application to review when they have an existing application.

Every process activity from start to end is quite smooth which helps in earliest closure of loan sanctioning process without any hassle. The platform is fast and does not exhibit any latency.

At times there are sync issues for coborrowers using the app. This can lead to confusion seeing loan details and uploading documentation.

The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.

They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.

My only complaint is that we are not quite where we need to be. I am specifically speaking about the e-signing piece.

We are thoroughly pleased with it's performance and the technical/customer service team behind it.

The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.

The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.

I love the fact I can share my info and mortgage app with prospective buyers.

The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.

We brought the SimpleNexus app on board earlier in their exception have been nothing, but pleased with the app, support, and the great features they continue to improve.

The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.

Easy to get a hold of success managers, easy platform to use, overall good experience.

I like having the ablity to go back and pull up loaded documents and review the application with the client when they need help.

It was a little bit of a pain to upload one or two documents at a time and have to submit it so you didn’t go over the size cap.

I use the share feature of the app more than my business card. It is a great tool to get prospective clients applications started right away.

Very secure, easy to use, simplistic approach for clients, easy to import client application to LOS.

Reporting capabilities need to be more flexible. A bit sluggish when it comes to doing custom integrations.

SimpleNexus is very easy to use and intuitive. The interface is clean and simple.

Integration with our LOS. Makes getting applications easy.

I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.

Ease of use - especially from my mobile devices. Being able to text to share is excellent.

I am often out of the office and having an efficient tool that I can quickly text to prospects and to referral partners is invaluable. Technology that frees me from sitting at my desk is great.

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

Web browser (OS agnostic)

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

Unlock new levels of efficiency and profitability with nCino’s Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces data insights, and simplifies incentive compensation management.

Our Mortgage Suite includes:

Mortgage (formerly: SimpleNexus platform): Allows you to capture more leads, simplify the customer journey, enhance stakeholder collaboration, and execute origination and closing processes with improved efficiency.

Incentive Compensation (formerly: CompenSafe): Enhances mortgage compensation workflows, eliminating reliance on chaotic email chains or manual payroll spreadsheets in favor of automated accuracy, transparency, flexibility, and efficiency.

Mortgage Analytics (formerly: Nexus Vision): With intuitive dashboards, instant pipeline and performance data views, loan-level drill-downs, scorecards, and more, this product helps financial institutions deploy a unified data strategy to increase productivity and efficiency.

Shape vs nCino’s Mortgage Suite

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