CRM comparison
Shape (setshape.com) is a cloud-based mortgage CRM with built-in power dialing, AI-driven lead prioritization, drip marketing, and integrations with major LOS platforms. It serves loan officers across retail, wholesale, and consumer-direct channels.
Overview
Shape (setshape.com) is a cloud-based mortgage CRM with built-in power dialing, AI-driven lead prioritization, drip marketing, and integrations with major LOS platforms. It serves loan officers across retail, wholesale, and consumer-direct channels.
Feature comparison
| Feature | Shape | Relip |
|---|---|---|
| Investor loan types | Conventional/FHA/VA focus | DSCR, bridge, fix-flip, construction, rental portfolio |
| Lead generation | Drip campaigns and referral tools | Investor-specific lead gen with loan maturity data |
| AI screening | AI lead scoring for purchase/refi | AI pre-screening for investor deal qualification |
| Pricing engine | No built-in pricing | Investor loan scenario pricing and comparison |
| Deal tracking | CRM pipeline stages | Full deal lifecycle from lead to funded loan |
| Document management | Basic doc storage | Borrower portal with investor loan doc checklists |
| Capital access | None — BYO lender relationships | Direct lender — wholesale and correspondent channels for DSCR, bridge, and commercial |
| Cost | Starts ~$119/user/month | Contact for pricing |
Retail loan officers who need a full-featured CRM with power dialing, drip campaigns, and consumer mortgage lead management.
Mortgage brokers focused on investor lending who need DSCR lead generation, deal screening, pricing, and direct lending in one workflow.
Pricing
Shape starts around $119/user/month with add-ons for calling and marketing features.
See the difference for yourself
Compare Shape and Relip side by side — or let us show you how Relip handles investor lending workflows.
FAQ
Common questions about switching from Shape to Relip for investor lending.
Shape is a strong general mortgage CRM, but it is designed around conventional and consumer loan workflows. It does not include DSCR-specific pricing, investor lead generation, or capital-side tools for non-QM products.
Shape is a broad mortgage CRM with dialing and marketing automation. Relip is an investor lending platform with DSCR/bridge lead generation, AI screening, scenario pricing, and direct lending through wholesale and correspondent channels — built specifically for brokers doing investor loans.
Shape integrates with major LOS platforms but does not have a built-in direct lending for investor lending products like DSCR, bridge, or fix-and-flip loans.
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Relip is a direct lender with wholesale and correspondent channels — plus lead generation, AI screening, deal pricing, term sheets, and order management in one platform. 100% wholesale: we never compete with brokers.