CRM comparison
Shape Alternative for Investor Lending
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
About Shape
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.
What Shape does well
- Built-in power dialer and SMS with AI lead scoring
- Strong drip marketing and automated campaign tools
- Wide LOS integration ecosystem (Encompass, Calyx, etc.)
- Configurable sales pipelines with workflow automation
Where Shape falls short for investor lending
- Designed for retail/consumer mortgage — no investor loan-type workflows
- No DSCR or bridge loan pricing engine
- Lead generation is general mortgage, not investor-specific
- No direct lending or non-QM loan execution
Feature comparison
Shape vs Relip
| 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 wholesale lending — DSCR, bridge, and commercial through one approval |
| Cost | Starts ~$119/user/month | Contact for pricing |
Who Shape is best for
Retail loan officers who need a full-featured CRM with power dialing, drip campaigns, and consumer mortgage lead management.
Who Relip is best for
Mortgage brokers focused on investor lending who need DSCR lead generation, deal screening, pricing, and direct lending in one workflow.
Pricing
Shape 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
Shape vs Relip FAQs
Common questions about switching from Shape to Relip for investor lending.
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See why brokers choose Relip over Shape
Relip is a direct lender operating 100% wholesale with vetted warehouse, correspondent, and direct-fund partner channels — plus lead generation, AI screening, deal pricing, term sheets, and order management in one platform. 100% wholesale: we never compete with brokers.