Shape Software vs Note Dashboard

Starting Price

$79.00/month/user

$34.00/month

Best For

From solo lawyers looking for their first CRM to 100+ person criminal defense practices, Shape is customizable no matter your firm size or practice area.

Loan originators, mortgage lenders, note buyers, investors, attorneys, accountants, and charitable organizations can benefit from the capabilities of this software.

Ideal number of Users

1 - 1000+

50-99

Rating


5 / 5
(11)
Read All Reviews

4.7 / 5
(6)
Read All Reviews

Ease of Use


5 / 5

4.8 / 5

Customer Support


5 / 5

4.8 / 5

Features & Functionality


5 / 5

4 / 5

Value for Money


4.9 / 5

4 / 5

Product Features

  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Government Loans
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages
  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Government Loans
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages

Screenshots

View 5 screenshots 125415 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

Share Your Comparison of Note Dashboard vs Shape Software

Shape Software vs Note Dashboard

Share

Share Your Comparison of
Note Dashboard vs Shape Software