Shape Software vs Total Expert

Whether you're in the office, or on the go, Shape is your key to productivity. Shape Software CRM is a cloud-based intelligent sales software that uses intelligent automation to simplify and organise everyday work. Focus on what matters: your business. With the power of Shape, you can now connect to your customers in a whole new way, all from your mobile device.

Messaging Built for Loan Officers Stay connected to your borrowers anywhere you go. Total Expert empowers modern financial professionals with a secure, purpose-built mobile experience designed to help you build trust and grow relationships through real conversations. Whether you're coordinating follow-up meetings, managing contact tasks, or checking in with borrowers, Total Expert's mobile app keeps you at the center of the conversation — no desk required. Real-Time SMS Messaging – Seamlessly send and receive text messages with opted-in contacts. Use emojis, maintain conversation history, and stay in sync across devices. Contact Search – Instantly find your contacts by name, email, or phone number. Task Management – Create, edit, complete, and delete one-time tasks directly at the contact level. View tasks organized by due date — overdue, due today, due this week, and beyond — so nothing slips through the cracks. Notes – Log important details and outcomes on the go, right from your phone. Notifications – Never miss a message. Push notifications bring you back into the conversation the moment a borrower replies. Secure Login – Sign in faster with Face ID or biometrics after your first SSO login — no need to repeat the full authentication flow every time. Stay productive, stay personal, and stay compliant — with a mobile experience purpose-built for loan originators. Download now and keep your conversations moving, wherever you are.