Shape Software

HW Tech100


Shape Software is an innovative, feature-rich, all-in-one sales and marketing automation platform designed specifically for mortgage professionals. Its purpose is to increase revenue from closed loan volume, reduce costs and save time for mortgage businesses through enhanced efficiencies.

Shape’s universal platform connects your team, applications and clients in one centralized hub, streamlining everyday tasks into simple and intuitive workflows. Shape is the only mortgage solution that combines an integrated CRM, dialer, email/text automation, POS, LOS integrations, pre-built CRO websites and more than 500 additional features within a single system. Additionally, Shape seamlessly integrates with more than 5,000 applications, offering a smooth customer experience and increased productivity through its extensive marketing suite, pipeline management tools, task management and reporting functions.

Always innovating, Shape has implemented over 1,000 updates in the past year. Shape AI and the Shape mobile app are prime examples of the company’s commitment to developing useful tools that adapt to changing market conditions and new technology trends within the industry. With a growing user base of over 78,000, Shape has demonstrated a high level of trust and recognition, positioning itself at the forefront of providing cutting-edge technology solutions for mortgage professionals.

Company Website:

Markets Served:

Loan Origination

Company HQ:

Irvine, CA

3d rendering of a row of luxury townhouses along a street

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