Best apps like Shape Software

8+ similar apps compared and reviewed

4.3 avg rating
8 free apps
Updated September 2026

Whether you want more options like Shape Software or a completely different take on the same concept, our curated list of 8+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Shape Software

2.7(42 ratings)
Free
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Automate outreach and follow-ups via SMS, email, and ringless voicemail to generate inbound conversations. This tool helps sales teams stay top of mind with prospects and clients, freeing them to focus on closing deals.

mloflo#2

mloflo by mloflo llc

CRM Communication Tool
Strong Contender
💼 Business
3.0(2 ratings)
Free
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This business tool streamlines mortgage operations and provides actionable insights for referral growth and network nurturing. It leverages advanced technology to enhance efficiency and business development.

BNTouch#3

BNTouch by BNTouch Inc

Mortgage CRM & Marketing
Worth Considering
💼 Business
4.7😐(411 ratings)
Free
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Manage your mortgage business on the go with a comprehensive CRM and marketing suite. Automate outreach, track leads, and communicate with clients and partners efficiently from any device.

What We Love

  • 👍 Great CRM for mortgage professionals
  • 🚀 Streamlines processes and organizes information
  • 👍 Intuitive navigation, quick setup
  • 👍 Fully functional mobile app for on-the-go work
  • 👍 Responsive customer support
  • 👍 Seamless integration with lead sources and RingCentral
  • 👍 Easy to customize for multiple campaigns
  • 👍 Helps keep referral partners informed
  • 👍 Prevents losing track of leads

Room to Improve

  • 🐛 Difficult to read text and poor layout
  • 🐛 App needs significant work
  • 🐛 Mobile app errors and glitches when accessing client info
  • 🐛 App hasn't worked for some users
  • 🐛 Poor mobile app and customer service
  • 🐛 Crashes immediately upon login
  • 🐛 Card scanner doesn't work

More apps like Shape Software

4
Big Purple Dot - CRM
Big Purple Dot - CRM
Big Purple Dot - CRM
by Big Purple Dot
Free

Streamline lead management for real estate professionals. This app consolidates leads from various sources, allowing you to connect with prospects and convert them into clients. Manage contacts, collaborate with agents, and track communication all from your mobile device.

Lead aggregation from multiple sourcesContact management and editingAgent and lender collaboration
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5
PowerVP
PowerVP
PowerVP
by Guaranteed Rate, Inc.
Free

This mobile mortgage assistant streamlines lending operations, allowing users to create new loan applications, monitor client leads, and manage pre-approvals. It offers real-time data syncing with back-end systems for up-to-date loan information and efficient client communication.

360-degree pipeline viewClient lead monitoringPre-approvals with credit checks
💼 Business
(8)
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6
Total Expert
Total Expert
Total Expert
by Total Expert, Inc.
Free

This app provides loan officers with a secure mobile platform for real-time SMS messaging, contact management, and task organization. It helps financial professionals build trust and grow relationships with borrowers through seamless communication and efficient workflow management, even when away from their desks.

Real-time SMS messagingContact searchTask management
💼 Business
(1)
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7
MortgageCoach
MortgageCoach
MortgageCoach
by Salesboomerang LLC
Free

This app empowers loan officers to transform their client data into a dynamic sales tool. Generate personalized loan comparison presentations, add video branding, and leverage AI summaries to understand borrower needs. Receive real-time alerts for borrower engagement and access actionable next steps to close deals faster.

Generate loan comparison presentations (TCAs)Add video branding to presentationsAI-powered conversation summaries
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8
Optimal Blue - PPE
Optimal Blue - PPE
Optimal Blue - PPE
by Optimal Blue LLC
Free

Access a comprehensive mortgage pricing and product engine on your mobile device. Track market indices, receive real-time updates, and generate instant, accurate loan quotes. Ideal for mortgage professionals needing on-the-go access to pricing data and scenario analysis.

Mortgage product, pricing, and eligibility engineTrack mortgage market indices (OBMMI™)Receive push notifications for updates
💼 Business
(196)
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