Mortgage CRM Comparison
Shape charges $119/user/month with annual contracts and zero AI tools. LoanAtlas gives you the full AI mortgage platform for a flat $297/mo. No per-user fees. No contracts.
Book a Free DemoPricing
$297/mo flat
vs $119/user/mo
Contract
Month-to-month
vs annual required
AI Tools
4 included
vs 0 AI tools
Setup
7 days
Done-for-you
Platform
Full GHL
You own your data
| Feature | LoanAtlas | Shape Software |
|---|---|---|
| Flat-rate pricing | $297/mo | $119/user/mo |
| Annual contract required | No | Yes |
| AI Voice Agent | Included | Not available |
| AI Refi Finder | Included | Not available |
| AI Contract Reader | Included | Not available |
| AI Video Email | Included | Not available |
| Built on GoHighLevel | Yes | No |
| You own your sub-account | Yes | No |
| Arive LOS Sync | Yes | Limited |
| 30-day money-back guarantee | Yes | No |
$297/mo
Flat rate. Unlimited users.
$119/user/mo
Per user. 3 users = $357/mo.
With Shape, adding one assistant or LOA costs another $119/mo. With LoanAtlas, your entire team is covered at $297/mo flat. A 3-person team saves over $60/mo immediately.
Shape has no AI Voice Agent to call your leads, no Refi Finder to monitor your database, and no Contract Reader to extract loan terms. LoanAtlas gives you all four AI tools.
Shape requires annual contracts. LoanAtlas is month-to-month with a 30-day money-back guarantee. If it doesn't work for you, you keep your data and walk away.
7-day setup. 30-day money-back guarantee. No annual contracts.
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