Shape vs LoanWick
Quick answer: Shape (Shape Software) is an all-in-one mortgage CRM platform that covers CRM, phone, marketing, POS and AI. LoanWick is an AI texting assistant that works inside Bonzo. Shape replaces your CRM. LoanWick adds AI texting to the Bonzo CRM you already use. LoanWick’s Shape connection is in setup, not live.
The Shape details below come from setshape.com, checked November 9, 2026. LoanWick facts are from this site. LoanWick’s Shape connection is in setup, not live.
Checked November 9, 2026
This comparison is published by LoanWick, not an independent reviewer. Competitor details come from the linked pages, checked November 9, 2026. A vendor description is not an independently verified result.
Shape at a glance
| Topic | Shape, per its site | Source |
|---|---|---|
| What it is | The AI Mortgage CRM built to close more loans. CRM, phone, marketing, POS and AI in one platform. | https://setshape.com/mortgage |
| AI features listed | AI calling, AI texting, AI conversation insights, AI lead scoring | https://setshape.com/mortgage |
| Plans | Core (per user), Complete (5 users included), Enterprise (custom). Get a Quote. | https://setshape.com/pricing |
| Messaging costs | Calling, texting and email are pay-as-you-go from a preloaded balance | https://setshape.com/pricing |
| LOS integrations listed | Encompass, LendingPad, LendingDox, Arive and others | https://setshape.com/mortgage |
| Support listed | Shape’s pricing page lists 24/7 AI chat support, plus phone and email support and webinars. That is Shape’s support, not LoanWick’s. | https://setshape.com/pricing |
| Apps | Shape lists iOS and Android apps | https://setshape.com/mortgage |
| Since | since 2009 | https://setshape.com/mortgage |
Checked November 9, 2026.
How they differ
| Topic | Shape | LoanWick |
|---|---|---|
| Role | Your CRM and platform | An AI texting layer inside Bonzo |
| Pricing | Quote-based plans plus pay-as-you-go messaging | Published, from $49/month by lead volume, no per-seat fees |
| CRM link | Shape is its own CRM | Shape connection in setup, not live |
When Shape may fit better
You want to replace your CRM with one platform that includes a dialer, marketing, POS and AI.
You need native LOS sync, such as Encompass or LendingPad, inside your CRM.
When LoanWick may fit better
You are staying on Bonzo and want AI texting that follows your stage rules.
You want a published price by lead volume.
About LoanWick (facts from loanwick.com, checked November 9, 2026)
LoanWick is an AI texting assistant for mortgage loan officers. It works inside Bonzo, and Bonzo is the only live CRM.
In setup, not live: Follow Up Boss, Shape, Jungo, Surefire, Total Expert, Salesforce, HubSpot, Velocify, GoHighLevel and BNTouch.
Compatibility review required: Usherpa, Zoho, Pipedrive, Dynamics 365, ARIVE, Aidium and MLOflo.
It replies to lead texts using Bonzo history, follows up only in the pipeline stages you allow, and helps book a call with the assigned loan officer.
STOP and opt-out replies end assistant texts. The assistant steps back when the loan officer texts.
One plan, Essential, from $49/month by lead volume, with no per-seat fees. Bonzo is billed separately.
AI calling is rolling out workspace by workspace and is not broadly live. Live call transfer is planned.
Phone support at (949) 801-6327 and in-person training. LoanWick does not offer 24/7 support.
Shape vs LoanWick: common questions.
Is LoanWick’s Shape connection live?
Does Shape publish a monthly price?
Which CRM is live with LoanWick?
Does LoanWick offer 24/7 support?
Is this an independent ranking?
Sources and review scope
First-party descriptions checked November 9, 2026. Capabilities, prices, and availability can change. Confirm required workflows directly with each provider.