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Shape
All-in-one mortgage CRM with built-in phone, texting, marketing, POS and AI calling and texting agents for loan officers, brokers and lenders.
| What the AI does | ShapeAI suite: AI Calling, AI Texting, AI Insights (call scoring), AI Content; AI Lead Scoring 'Powered by ShapeIQ'; 24/7 AI Support agent. |
|---|---|
| Who it serves | Independent loan officers, Mortgage broker shops, Retail lender branches |
| Starting price | Quote-based |
| Pricing model | Per user per month |
| Free trial | No |
| Best fit | Solo LO, Broker shop, Lender branch |
| Category | Mortgage CRM & Platforms with AI |
| Also fits | AI Receptionists & Call Handling |
| Works with | Rocket Pro, BombBomb |
| Compliance | Posted on the vendor's site: SOC 2 Type I; SOC 1 Type II; 10DLC compliance, opt-in consent tracking, opt-out; TCPA not named. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Shape bundles CRM, dialer, texting, marketing and a borrower POS in one mortgage-ready platform for loan officers, brokers and lenders; its ShapeAI agents handle first-touch calls, inbound texts, call scoring and content, with ShapeIQ ranking leads. Pricing is per user by quote, with the AI Suite sold as a Core add-on and included in the Complete and Enterprise packages; annual billing saves up to 20 percent and Rocket Pro brokers have a dedicated offer.
The vendor posts a SOC 2 Type I audit and a SOC 1 Type II report, and its pricing page lists 10DLC texting compliance, opt-in consent tracking and opt-out compliance as built-in features. Rocket Pro and BombBomb are named integrations.
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