Shape CRM vs Insellerate
Side-by-side from the Top 11 ranking of The 11 Best CRM Software for Mortgage Brokers (2026). Last verified June 29, 2026.
The short answer
Shape CRM ranks higher on Top 11 (#6 vs #10) for Mortgage brokers and loan officers managing leads, pipelines, and client communication. Great value with bundled dialer, SMS, and marketing tools.
At a glance
| Shape CRM | Insellerate | |
|---|---|---|
| Top 11 rank | #6 / The 11 Best CRM Software for Mortgage Brokers (2026) | #10 / The 11 Best CRM Software for Mortgage Brokers (2026) |
| Score (out of 9.4) | 8.1 | 7.3 |
| Best for | Affordable all-in-one CRM | Lead engagement & conversion platform |
| Pricing | $ ($99 to $149/mo) | $$$ (Custom pricing) |
| HQ | Irvine, CA, USA | Newport Beach, CA, USA |
| Founded | 2010 | 2017 |
Shape CRM
Great value with bundled dialer, SMS, and marketing tools.
www.setshape.com/See full entry in The 11 Best CRM Software for Mortgage Brokers (2026)
Insellerate
A strong platform for engaging and converting inbound leads.
insellerate.com/See full entry in The 11 Best CRM Software for Mortgage Brokers (2026)
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.