Shape CRM vs Unify CRM (by Lender Price)
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 #9) 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 | Unify CRM (by Lender Price) | |
|---|---|---|
| Top 11 rank | #6 / The 11 Best CRM Software for Mortgage Brokers (2026) | #9 / The 11 Best CRM Software for Mortgage Brokers (2026) |
| Score (out of 9.4) | 8.1 | 7.5 |
| Best for | Affordable all-in-one CRM | Modern CRM for Lender Price users |
| Pricing | $ ($99 to $149/mo) | $$ (Custom pricing) |
| HQ | Irvine, CA, USA | Pasadena, CA, USA |
| Founded | 2010 | 2015 |
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)
Unify CRM (by Lender Price)
A modern CRM with a best-in-class pricing engine integration.
lenderprice.com/unify-crm/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.