Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application to closing, as well as enhance borrower satisfaction, using a range of features including notifications & reminders, secure messaging, custom reporting, and more
Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application to closing, as...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Phone Support
  • 24/7 (Live rep)
  • 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
Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, &...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

  • Free
  • Subscription

Starting from

US$79,00/month

  • Free
  • Subscription

Overall rating

4,8 /5
(11)
Ease of Use
4,8/5
Features & Functionality
4,6/5
Customer Service
4,9/5
Value for Money
4,7/5

Overall rating

4,8 /5
(20)
Ease of Use
4,8/5
Features & Functionality
4,7/5
Customer Service
4,7/5
Value for Money
4,9/5

Total features 39

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Admissions Management
  • Alerts/Notifications
  • Alumni Management
  • Amortization Schedule
  • Applications Management
  • Appointment Scheduling
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Attendance Tracking
  • Audit Trail
  • Batch Processing
  • Billing & Invoicing
  • Bookstore Management
  • Brand Management
  • CRM
  • Cafeteria Management
  • Calendar Management
  • Call Center Management
  • Call Monitoring
  • Call Recording
  • Call Scripting
  • Caller ID
  • Campaign Management
  • Candidate Management
  • Cash Flow Analysis
  • Cataloging/Categorization
  • Chat/Messaging
  • Class Scheduling
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Colleges / Universities
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Reporting
  • Critical Date Alerts
  • Curriculum Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Service Analytics
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Direct Mail Management
  • Document Automation
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drip Campaigns
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Escrow Management
  • Evaluation Management
  • Expense Tracking
  • Facility Management
  • Faculty/Staff Management
  • Fee Management
  • Financial Aid Management
  • Financial Management
  • Flyer Printing
  • For Appraisers
  • For Borrowers
  • For Brokers
  • For Investors & Traders
  • For Property Managers
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Government Loans
  • HUD Settlement Statements
  • Higher Education
  • Housing Management
  • Independent/Private
  • Integrated Vendor Services
  • Invoice Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Lender Search
  • Library Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Milestone Tracking
  • Mobile Access
  • Multi-Branch
  • Multi-Company
  • Multi-Location
  • Newsletter Management
  • Online Applications
  • Online Calendar
  • Online Payments
  • Outsource Processing
  • Parent/Student Portal
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Product Catalog
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Projections
  • Promissory Notes
  • Property Tax Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Reporting
  • Recruitment Management
  • Referral Tracking
  • Refinance Management
  • Reminders
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • Sales Reports
  • Scheduling
  • School District
  • Scoring
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Social Media Integration
  • Special Education
  • Status Tracking
  • Strategic Planning
  • Student Information/Records
  • Student Portal
  • Survey/Poll Management
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Time Tracking
  • Transportation Management
  • Two-Factor Authentication
  • User Management
  • Visual Presentation
  • Website Management
  • Workflow Management
  • XML / RSS

Total features 168

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Admissions Management
  • Alerts/Notifications
  • Alumni Management
  • Amortization Schedule
  • Applications Management
  • Appointment Scheduling
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Attendance Tracking
  • Audit Trail
  • Batch Processing
  • Billing & Invoicing
  • Bookstore Management
  • Brand Management
  • CRM
  • Cafeteria Management
  • Calendar Management
  • Call Center Management
  • Call Monitoring
  • Call Recording
  • Call Scripting
  • Caller ID
  • Campaign Management
  • Candidate Management
  • Cash Flow Analysis
  • Cataloging/Categorization
  • Chat/Messaging
  • Class Scheduling
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Colleges / Universities
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Reporting
  • Critical Date Alerts
  • Curriculum Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Service Analytics
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Direct Mail Management
  • Document Automation
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drip Campaigns
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Escrow Management
  • Evaluation Management
  • Expense Tracking
  • Facility Management
  • Faculty/Staff Management
  • Fee Management
  • Financial Aid Management
  • Financial Management
  • Flyer Printing
  • For Appraisers
  • For Borrowers
  • For Brokers
  • For Investors & Traders
  • For Property Managers
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Government Loans
  • HUD Settlement Statements
  • Higher Education
  • Housing Management
  • Independent/Private
  • Integrated Vendor Services
  • Invoice Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Lender Search
  • Library Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Milestone Tracking
  • Mobile Access
  • Multi-Branch
  • Multi-Company
  • Multi-Location
  • Newsletter Management
  • Online Applications
  • Online Calendar
  • Online Payments
  • Outsource Processing
  • Parent/Student Portal
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Product Catalog
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Projections
  • Promissory Notes
  • Property Tax Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Reporting
  • Recruitment Management
  • Referral Tracking
  • Refinance Management
  • Reminders
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • Sales Reports
  • Scheduling
  • School District
  • Scoring
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Social Media Integration
  • Special Education
  • Status Tracking
  • Strategic Planning
  • Student Information/Records
  • Student Portal
  • Survey/Poll Management
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Time Tracking
  • Transportation Management
  • Two-Factor Authentication
  • User Management
  • Visual Presentation
  • Website Management
  • Workflow Management
  • XML / RSS
  • BombBomb
  • Clio
  • Filevine
  • Google Workspace
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • Stripe
  • Zapier
  • BombBomb
  • Clio
  • Filevine
  • Google Workspace
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • Stripe
  • Zapier