The Mortgage Office vs Shape

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM

Surefire CRM

MortgageHalo

LOAN SERVICING SOFT

Compare The Mortgage Office and Shape based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks and credit unions.

The most advanced Loan Servicing Software on the market! Designed from the ground up to increase loan origination and loan servicing efficiencies. We serve private money/hard money lenders, auto, consumer, credit unions, banks, and non profit/city/state governments.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Amortization Schedule

Approval Process Control

Asset Lifecycle Management

Audit Trail

Auto Loans

Automated Decisioning/Underwriting

Automatic Funds Distribution

Borrower Management

Business Loans

Cash Flow Management

Client Database

Client Management

Client Portal

Collateral Tracking

Commercial Mortgages

Communication Management

Compliance Management

Configurable Workflow

Construction Loans

Contact Database

Contact Management

Credit Reporting

Customer Database

Customer Management

Customer Statements

Customizable Branding

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Digital Signature

Document Management

Document Storage

Electronic Applications

Electronic Payments

Electronic Signature

Email Marketing

Escrow Management

Financial Analysis

Financial Management

For Borrowers

Government Loans

HUD Settlement Statements

Investor Management

Lead Management

Lender Search

Loan Management

Loan Origination

Loan Portfolio Management

Loan Processing

Loan Servicing

Marketing Automation

Mortgages

Multi-Branch

Multi-Channel Communication

Multi-Company

Multi-Currency

Online Applications

Outsource Processing

Payment Collection

Payment Tracking

Pipeline Management

Pre-Qualification

Pricing Management

Promissory Notes

Property Tax Management

Real-Time Reporting

Refinance Management

Reminders

Reporting & Statistics

Reporting/Analytics

Residential Mortgages

Risk Assessment

Risk Management

Role-Based Permissions

Rules-Based Workflow

Scheduling

Search/Filter

Secure Data Storage

Self Service Portal

Status Tracking

Student Loans

Task Management

Task Scheduling

Template Management

Third Party Loan Origination

Third-Party Integrations

Transaction History

Visual Presentation

Workflow Management

The Mortgage Office

Linux

Web-based

Windows

iPad

iPhone

Analyst

Overall, I am impressed, especially by the ability to customize fields and save in formats that are ready for presentations to the board, or management.

Veteran Application Processor

TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.

Loan Servicing Manager

And if you ever have any questions, you can always call customer support and they get back to you fast with how to resolve anything. I love that this software is easy to customize to your preference.

President

Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem.

Admintrator

The IT team is always happy and readily available to help resolve our issues. The teachings are also done in a manner that any elementary school kids should understand.

The software is the most comprehensive software on the market without going to customization. For a small to medium-size firm, I would highly suggest this to be your best solution.

Founder/CEO

A key benefit is this platforms now works on most all systems, including iOS. That’s great news for small operators like myself.

System Analyst Manager

Super easy to use and does all the thinking for you.

IT Manager

We love the ease of us and the reporting features.

Transaction Management Advisor

I like how efficient, simple and user friendly it is.

Property Accountant

I don't like that if you noticed a mistake from last month and you have entered 5 entries since then that you have to delete all the entries after and then re-enter everything.

Sr. Director, Loan Servicing

It's easy to setup and user friendly, quick implementation.

Managing Member

We are not utilizing all the modules. But their integration of ACH, emails, Text messages are very helpful.

Director of Lending

We used it for about 1.5 years, and the final straw was when we felt coerced to pay more money or they would disable our access to our data under threat from their lawyers that we breached contract.

Reports and customization options gives you a quick way to find what you need to find rapidly and present those findings in a coherent manner. It does what it is supposed to do flawlessly.

Great Loan origination for small private money lender.

Accountant

There is no way to remove closed loans from the listings and from web listing (USIO).

President  & Owner

We depend on their updates, their techs, their training of staff and their customer service ever day. We view The Mortgage Office as a partner in our continued growth and success.

The Mortgage Office screenshot: Service many types of loans: Conventional, Commercial, Construction, ARMs, HELOCs, GTM, Rehab, Auto, Equipment, and more...

The Mortgage Office screenshot: The Loan Origination module is designed to let you close more loans, in less time, with fewer staff.

The Mortgage Office screenshot: Automate the servicing of various types of mortgage pools and MICs.

The Mortgage Office screenshot: Provide instant access to borrower, lender, and partner information 24 hours a day, 7 days a week.

The Mortgage Office screenshot: Electronically collect borrower payments and directly deposit funds to your lenders

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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

The Mortgage Office vs Shape Comparison (2026)

The Mortgage Office

Shape

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives