Effi vs Shape

Effi

6.7 #2 in Mortgage CRM Software

About Effi

Shape

5.4 #8 in Mortgage CRM Software

About Shape
EffiShape
Free planNoNo
Free trialYesNo
Paid from$180,120/mo—
Open sourceNoNo
PlatformsAndroid, api, iOS, WebAndroid, iOS, Web
Free planNoNo
Borrower managementYesYes
Referral partner managementYesYes
Loan pipeline trackingYesYes
Marketing automationYesYes
Compliance workflowsYesYes
SMS automationYesYes
Mobile appYesYes

Both are listed in Best Mortgage CRM Software. On Inferse, Effi scores higher on our published basis.