Is Shape Software or BNTouch better for mortgage?

BNTouch is purpose-built for mortgage professionals with native LOS integrations, compliant texting, and co-branded marketing. Compare features side by side to see which platform fits your workflow.

How much does Shape Software cost compared to BNTouch?

BNTouch starts at $165/month with all core features included. Shape Software pricing varies. BNTouch bundles marketing automation, texting, and CRM in one price.

Can I migrate from Shape Software to BNTouch?

Yes. BNTouch supports data migration from other CRMs. The White Glove team helps import your contacts, campaigns, and workflows from Shape Software.

What does BNTouch offer that Shape Software does not?

BNTouch is built exclusively for mortgage, offering Encompass and LOS integration, TCPA-compliant texting, co-branded marketing, and White Glove setup as standard features.

Is BNTouch better than Shape Software for mortgage?

BNTouch is built specifically for mortgage professionals with 400+ mortgage campaigns, TCPA compliant texting, and digital POS. Shape is a general CRM adapted for multiple industries.

Does Shape require Salesforce?

Shape does not require Salesforce, but BNTouch offers more mortgage-specific features at a lower price point starting at \$165/month.

Which CRM has better marketing automation for mortgage?

BNTouch includes 400+ pre-built mortgage-specific campaigns with email, SMS, and video. Shape offers automation but with fewer mortgage-focused templates.

Can I migrate from Shape to BNTouch?

Yes. Free data migration is included with BNTouch White Glove onboarding.

Comparison

BNTouch vs Shape Software

Shape Software is a general-purpose CRM used across real estate, insurance, and mortgage. Here’s how it compares to BNTouch — a platform built specifically for mortgage professionals.

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Feature	BNTouch	Shape Software
CRM
Mortgage-specific CRM	✓	~ General CRM
Contact management	✓	✓
Deal pipeline	✓	✓
Team collaboration	✓	✓
Marketing
Email campaigns	✓	✓
Text/SMS marketing	✓	✓
Video messaging	✓	✗
Social media posting	✓	✗
Mortgage-specific templates (180+)	✓	✗
Lead Management
Multi-source lead capture	✓	✓
Automated distribution	✓	✓
Lead scoring	✓	✓
Power dialer	✓	✓
Digital Lending
Built-in POS	✓	✗
E-signatures	✓	✗
Borrower portal	✓	✗
Other
Purpose-built for mortgage	✓	✗ Multi-industry
Website builder	✓	✗
LOS integrations	✓	~ Limited

Want a 1:1 walkthrough vs. Shape Software on your data? Book a 20-minute BNTouch demo →

Mortgage-Specific vs General Purpose

Shape serves real estate agents, insurance brokers, mortgage professionals, and other industries. That breadth means it’s not optimized for any one vertical. BNTouch is built exclusively for mortgage — every template, workflow, and integration is designed for how loan officers actually work.

Lead Management & Power Dialer

Both platforms offer solid lead management with automated distribution, lead scoring, and a power dialer. Shape is competitive here — it’s a strong lead management tool. The difference is what happens after you capture the lead.

Marketing & Content

Shape handles email and SMS well, but it doesn’t offer social media posting, video messaging, or mortgage-specific content templates. BNTouch includes 180+ pre-built templates designed for mortgage marketing — rate alerts, refinance campaigns, purchase follow-ups, and more.

Digital Lending

Shape doesn’t include a point-of-sale system, e-signatures, or a borrower portal. BNTouch provides all three, letting borrowers apply online, sign documents, and track their loan status — all within the same platform you use to manage your CRM.

The Bottom Line

Shape is a solid general CRM with good lead management and a power dialer. But it serves real estate, insurance, and other industries — it’s not built specifically for mortgage.

BNTouch’s mortgage-specific templates, POS, LOS integrations, and borrower portal give it the edge for mortgage professionals who want a platform that speaks their language.

Ready to Switch?

Choose the BNTouch plan that fits your business

Individual

For solo loan officers ready to grow

$165/month

✓ Mortgage Lead Marketing Platform
✓ 180+ Pre-Built Marketing Campaigns
✓ Digital 1003 Loan Application
✓ Automated Drip Campaigns
✓ Text & Email Marketing
✓ Video Marketing Tools
✓ Personal Mortgage Website
✓ Lead Capture & Distribution

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Team

For mortgage teams & brokerages

$95/user/month

✓ Everything in Individual, plus:
✓ Multi-User Team Management
✓ Lead Routing & Round Robin
✓ Manager Dashboard & Reporting
✓ Team Performance Analytics
✓ Branch & Office Management
✓ Compliance & Audit Tools
✓ Priority Support