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Shape vs MeridianLink Mortgage Comparison (2026)
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Good recommendations?
Shape
5
40
4
1
3
0
2
3
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
MeridianLink Mortgage
5
8
4
6
3
1
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more
Cloud‑based mortgage loan origination system that streamlines digital workflows, compliance, and collaboration for lenders.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.6
46
5
4
3
2
1
40
1
0
3
2
- Value for money
- Ease of use
- Features
- Customer support
4.5
15
5
4
3
2
1
8
6
1
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Dan W.
Owner
Jack H.
CEO
Jack H.
CEO
Pros
Not enoughreviews yet
Cons
Dan W.
Owner
Dan W.
Owner
Kat A.
Sales- Sr Loan Officer
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review4 years ago
Key features
- Total features163
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audit Trail
- Automated Decisioning/Underwriting
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar/Reminder System
- Call Center Management
- Campaign Management
- Candidate Management
- Cash Flow Analysis
- Catalog Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Commercial Property Management
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Credit Reporting
- Critical Date Alerts
- Curriculum Management
- Customer Database
- Customer History
- Customer Management
- Customer Portal
- Customer Statements
- Customer Support
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Dashboard
- Data Import/Export
- Deal Management
- Digital Signature
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Facility Management
- Fee Management
- Financial Aid Management
- Financial Management
- For Appraisers
- For Borrowers
- For Brokers
- For Higher Education
- For Investors & Traders
- For Property Managers
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Government Loans
- HUD Settlement Statements
- Housing Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Management
- Lead Qualification
- Lead Scoring
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Multi-Branch
- Multi-Company
- Online Applications
- Online Calendar
- Online Payments
- Outsource Processing
- Parent/Student Portal
- Payment Collection
- Payment Processing
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Product Catalog
- Progress Tracking
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real-Time Reporting
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- Rules-Based Workflow
- SMS Messaging
- Sales Pipeline Management
- Sales Reports
- Scheduling
- School District
- Scoring
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Special Education
- Status Tracking
- Strategic Planning
- Student Portal
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Time Tracking
- Transportation Management
- Visual Presentation
- Web-based Deployment
- Workflow Management
- Total features37
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audit Trail
- Automated Decisioning/Underwriting
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar/Reminder System
- Call Center Management
- Campaign Management
- Candidate Management
- Cash Flow Analysis
- Catalog Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Commercial Property Management
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Credit Reporting
- Critical Date Alerts
- Curriculum Management
- Customer Database
- Customer History
- Customer Management
- Customer Portal
- Customer Statements
- Customer Support
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Dashboard
- Data Import/Export
- Deal Management
- Digital Signature
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Facility Management
- Fee Management
- Financial Aid Management
- Financial Management
- For Appraisers
- For Borrowers
- For Brokers
- For Higher Education
- For Investors & Traders
- For Property Managers
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Government Loans
- HUD Settlement Statements
- Housing Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Management
- Lead Qualification
- Lead Scoring
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Multi-Branch
- Multi-Company
- Online Applications
- Online Calendar
- Online Payments
- Outsource Processing
- Parent/Student Portal
- Payment Collection
- Payment Processing
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Product Catalog
- Progress Tracking
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real-Time Reporting
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- Rules-Based Workflow
- SMS Messaging
- Sales Pipeline Management
- Sales Reports
- Scheduling
- School District
- Scoring
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Special Education
- Status Tracking
- Strategic Planning
- Student Portal
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Time Tracking
- Transportation Management
- Visual Presentation
- Web-based Deployment
- Workflow Management
Integrations
- Total integrations8
- BombBomb
- Clio
- Filevine
- Floify
- Google Workspace
- Maxwell
- Microsoft 365
- Microsoft Outlook
- Stripe
- Zapier
- Total integrations2
- BombBomb
- Clio
- Filevine
- Floify
- Google Workspace
- Maxwell
- Microsoft 365
- Microsoft Outlook
- Stripe
- Zapier
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