Shape vs Total Expert
| Shape | Total Expert | |
|---|---|---|
| Free plan | No | Yes |
| Free trial | No | No |
| Paid from | — | $100/mo |
| Open source | No | No |
| Platforms | Android, iOS, Web | Android, api, iOS, Web |
| Free plan | No | Yes |
| Borrower management | Yes | Yes |
| Referral partner management | Yes | Yes |
| Loan pipeline tracking | Yes | Yes |
| Marketing automation | Yes | Yes |
| Compliance workflows | Yes | Yes |
| SMS automation | Yes | Yes |
| Mobile app | Yes | Yes |
| Paid from | — | 100 /user/mo |
Both are listed in Best Mortgage CRM Software, Best Financial Services CRM Software. On Inferse, Total Expert scores higher on our published basis.