Total Expert vs Shape CRM
Side-by-side from the Top 11 ranking of BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026. Last verified June 29, 2026.
The short answer
Total Expert ranks higher on Top 11 (#5 vs #6) for Mortgage brokers and loan officers managing leads, pipelines, and client communication. A unified engagement platform for large, compliance-focused lenders.
At a glance
| Total Expert | Shape CRM | |
|---|---|---|
| Top 11 rank | #5 / BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026 | #6 / BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026 |
| Score (out of 9.4) | 8.3 | 8.1 |
| Best for | Enterprise marketing & sales platform | Affordable all-in-one CRM |
| Pricing | $$$$ (Custom enterprise pricing) | $ ($99 to $149/mo) |
| HQ | Minneapolis, MN, USA | Irvine, CA, USA |
| Founded | 2012 | 2010 |
Total Expert
A unified engagement platform for large, compliance-focused lenders.
totalexpert.com/See full entry in BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026
Shape CRM
Great value with bundled dialer, SMS, and marketing tools.
www.setshape.com/See full entry in BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.