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Digital Marketing Budget ManagementCustom
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All Shape CRM (mortgage) Plans & Pricing

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Digital Marketing Budget Management
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Digital Marketing Budget Management

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Shape CRM (mortgage) uses custom pricing as of July 2026. Contact Shape CRM (mortgage) directly for a personalized quote. Pricing depends on your chosen tier, contract length, and negotiated discounts.

Use the interactive pricing calculator to estimate your exact cost based on team size and requirements.

  • Free tier: No free tier available

Shape CRM (mortgage) offers 1 pricing tiers: Digital Marketing Budget Management.

Compared to other mortgage & loan origination software software, Shape CRM (mortgage) is positioned at the budget-friendly price point.

  • 19 documented hidden costs beyond list price
  • Contracts auto-renew — thirty (30) days prior to the expiration of the term
  • G2 rating: 4.9 out of 5 from 98 reviews (as of Jul 2026)
Last verified: | Sources: 1 pricing pages and reviews

How much does Shape CRM (mortgage) cost?

Shape CRM (mortgage) uses custom pricing across 1 plan. Contact Shape CRM (mortgage) directly for a personalized quote. Plans include Digital Marketing Budget Management (custom pricing).

Shape CRM (mortgage) Pricing Overview

Shape CRM (mortgage) uses custom pricing — contact their sales team for a quote. The Digital Marketing Budget Management plan requires contacting sales for a custom quote.

Shape CRM (mortgage) contracts auto-renew, requiring thirty (30) days prior to the expiration of the term notice to cancel.

There are at least 19 documented hidden costs beyond Shape CRM (mortgage)'s list price, including implementation, training, and add-on fees.

This pricing was last verified in June 14, 2026 from 1 independent source.

Request Shape CRM (mortgage) Pricing

Shape CRM (mortgage) offers custom pricing for its Digital Marketing Budget Management tier. Contact their sales team for specific pricing details.

How Shape CRM (mortgage) Pricing Compares

Compare Shape CRM (mortgage) pricing against top alternatives in Mortgage & Loan Origination Software.

Floify Custom pricing View pricing → Encompass (ICE Mortgage Technology) Custom pricing View pricing → Salesforce for Mortgage (QLMS) Custom pricing View pricing →

Compare Shape CRM (mortgage) vs Alternatives

Before committing to Shape CRM (mortgage), compare pricing with these 3 alternatives in the same category.

VSFloify
Custom

Compare pricing
VSEncompass (ICE Mortgage Technology)
Custom

Compare pricing
VSSalesforce for Mortgage (QLMS)
Custom

Compare pricing

All Shape CRM (mortgage) alternatives & migration guides

What Buyers Report Paying for Shape CRM (mortgage)

Buyer-reported pricing
from $5,940/yrestimated range, 5 public sources

Buyers report Shape CRM (mortgage) starting at $5,940 per year, based on 5 public sources. This is an estimated floor, not an official quote. The total annual contract value for Shape CRM can vary significantly based on the number of users and selected add-ons.

What Companies Actually Pay for Shape CRM (mortgage)

Review scores
G2 4.9out of 5 (98)
Third-party review aggregates, as of Jul 2026
Top pricing complaints
Limited customization optionsAPI limitationsInitial overwhelm due to extensive featuresAutomated budget pacing sophistication

How Shape CRM (mortgage) Pricing Compares

Software Starting Price Top Price
Shape CRM (mortgage) Custom Custom
Floify Custom Custom
Salesforce for Mortgage (QLMS) Custom Custom
Encompass (ICE Mortgage Technology) Custom Custom
Jungo (mortgage CRM) Custom Custom

Browse all Mortgage & Loan Origination Software pricing →

19 Shape CRM (mortgage) Hidden Costs Beyond the List Price

Beyond the listed price, Shape CRM (mortgage) has at least 19 documented hidden costs that can significantly increase total cost of ownership.

Watch for 19 hidden costs
  • Billing Discrepancies $149.50 per month
    medium 1 source
    industry "However, some users have reported paying higher, such as $149.50 per month, even before encountering billing discrepancies"
  • API Access $500 per month
    medium 1 source
    industry "The Shape Open API costs $500 per month for up to 2,500 API calls within a 24-hour period"
  • Customization Limitations
    medium 1 source
    industry "Customization Limitations: The platform has a limit of 20 custom fields, and extensive customization or API-heavy workflows may necessitate alternative solutions"
  • Encompass Integration $20 per user per month, plus a one-time activation fee of $2,500
    high 1 source
    industry "Encompass Integration: Integrating with Encompass® by ICE Mortgage Technology costs an additional $20 per user per month, plus a one-time activation fee of $2,500"
  • Implementation Services $250
    high 1 source
    industry "Implementation Services: Custom setup, configuration, training, or additional CRM customizations are billed at an hourly rate of $250"
  • Add-on Features
    medium 1 source
    industry "Base Pricing: Shape CRM generally starts at $119 per user/month for its basic plan, which includes over 1000 API integrations, AI sales automation, analytics, automated CRM, built-in calling, and text messaging."
  • Opaque Base Pricing
    high 1 source
    industry "Base Pricing: Shape CRM's starting price is generally cited as $119 per user per month."
  • Data Center Record Storage $500 per month
    low 1 source
    industry "Add-on Features: Several features come with additional monthly costs: * Data Center Record Storage: $500 per month for up to 1,000,000 records."
  • Shape Open API $500 per month
    low 1 source
    industry "Shape Open API: $500 per month for 2,500 API calls per 24-hour period."
  • Email Validation $200 per month
    low 1 source
    industry "Email Validation: $200 per month for 3,500 manual email validations."
  • Setup and Configuration $250 per hour
    medium 1 source
    industry "Setup and Configuration: Shape offers "Implementation Services" at a rate of $250 per hour for custom setup, configuration, training, or additional CRM customizations."
  • Shared Email Inbox $0.01 per email
    low 1 source
    industry "Shared Email Inbox: $0.01 per email for unlimited emails."
  • Live Call Monitoring $0.03 per minute
    low 1 source
    industry "Live Call Monitoring: $0.03 per minute for unlimited usage."
  • Communications Package $39/month
    medium 1 source
    industry "Communications Package: $39/month for 3,900 usage credits (at $0.01 per credit) for calling, texting, and emailing, with credits not rolling over."
  • AI Features Minimums $1,000/month
    high 1 source
    industry "Borrower Portal: A user was quoted an additional $47/month for the borrower portal to submit documents, despite online information suggesting it might be included."
  • Borrower Portal $47/month
    medium 1 source
    industry "Borrower Portal: A user was quoted an additional $47/month for the borrower portal to submit documents, despite online information suggesting it might be included."
  • Continued Charges After Cancellation
    critical 1 source
    industry "Another user reported random charges totaling $750.00 and difficulty reaching billing or customer service via phone."
  • Discrepancies Between Quoted and Actual Fees $36.00 short every month
    critical 1 source
    industry "One reviewer mentioned a monthly service fee of $149.50 but was charged $484.00, with a partial refund still leaving them $36.00 short every month."
  • Random Charges and Support Difficulty $750.00
    critical 1 source
    industry "Another user reported random charges totaling $750.00 and difficulty reaching billing or customer service via phone."
Tip

Ask your Shape CRM (mortgage) sales rep about these costs upfront. Getting them in writing before signing can save you from surprise charges later.

Full hidden costs breakdown →

Intelligence sourced from 2 independent sources
industry G2 B2B reviews
Key claims include inline source attribution. Data verified against multiple independent sources. 20 source citations total.

Shape CRM (mortgage) Contract Terms

Shape CRM (mortgage) contracts auto-renew. Changes require thirty (30) days prior to the expiration of the term. These terms are sourced from verified buyer experiences.

Contract Terms
Auto-Renewal Yes
Cancellation Notice thirty (30) days prior to the expiration of the term
Minimum Commitment User licenses added during the term remain in effect for the remainder of that term and cannot be terminated or removed early; AI features require a minimum of 5 seats.
Based on 1 verified source

Shape CRM (mortgage) Pricing FAQ

01 Is there a free plan available?

There is no free plan available for Shape CRM (mortgage).

02 What is the cheapest paid plan?

The Digital Marketing Budget Management tier has custom pricing.

03 Does Shape CRM (mortgage) offer annual discounts?

Annual pricing is not specified for the Digital Marketing Budget Management tier.

Is this pricing incorrect? — we'll verify and update it.