Shape vs Total Expert:Which is more popular?
In September 2026, Total Expert had more branded searches than Shape among mortgage CRM software in the United States. Total Expert had about 2,400 branded searches, while Shape had 480. Total Expert made up 42.4% of all mortgage CRM software searches we track, and Shape accounted for 8.5%. When we asked ChatGPT and Google AI Overviews about mortgage CRM software, Shape appeared in all five answers and Total Expert in one. Shape was mentioned before Total Expert in every answer.
Who do people search for more?
Total Expert, about 5 searches for every 1 for Shape
Who does AI mention more?
Shape, mentioned in every answer we collected
Who does AI recommend more?
Shape, named ahead of Total Expert in every answer
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Top mortgage CRM software in ChatGPT and Google AI Overviews
In three ChatGPT questions and two Google AI Overviews, Shape appeared in all five answers. Total Expert was mentioned in one out of five: in one of the three ChatGPT answers, but not in either of the two Google AI Overviews. Shape was listed before Total Expert in every answer.
Most recommended by AI
Brands get a higher ranking if they are mentioned earlier in the answers.
Mentioned by AI
Each dot is one answer, filled in when that answer mentions the brand.
- Shape5 of 5Named in 3 of 3 ChatGPT answersNamed in 2 of 2 Google answers
BNTouch5 of 5Named in 3 of 3 ChatGPT answersNamed in 2 of 2 Google answers
Surefire4 of 5Named in 3 of 3 ChatGPT answersNamed in 1 of 2 Google answers
Jungo3 of 5Named in 3 of 3 ChatGPT answersNamed in 0 of 2 Google answers
Mloflo2 of 5Named in 0 of 3 ChatGPT answersNamed in 2 of 2 Google answers- Total Expert1 of 5Named in 1 of 3 ChatGPT answersNamed in 0 of 2 Google answers
Bonzo1 of 5Named in 0 of 3 ChatGPT answersNamed in 1 of 2 Google answers- Velocify0 of 5Named in 0 of 3 ChatGPT answersNamed in 0 of 2 Google answers
uSherpa0 of 5Named in 0 of 3 ChatGPT answersNamed in 0 of 2 Google answers
See every answer about mortgage CRM software
5 answers
Asked ChatGPT
“Which mortgage CRM should I use in the US?”
Asked ChatGPT
“What are the best mortgage CRMs in the US?”
Asked ChatGPT
“What's the best mortgage CRM in the US for an independent loan officer?”
Searched Google, AI Overview
“mortgage crm”
Searched Google, AI Overview
“crm for loan officers”
Brands are shown in the order each answer named them. The survey took place in United States on October 22, 2026.
Is Shape or Total Expert more popular in search?
This chart shows how often people search Google for Shape and Total Expert by name. Each line represents a brand's share of searches for all nine mortgage CRM software we track, month by month, from searches in United States.
Share of searches by month for Total Expert, Shape. The figures are in the table below the chart.
View monthly share of searches table
| Month | Total Expert | Velocify | Shape | Bonzo | Surefire | BNTouch | Mloflo | uSherpa | Jungo |
|---|---|---|---|---|---|---|---|---|---|
| Oct 2025 | 38.9% | 21.5% | 9.7% | 4.3% | 6.8% | 5.2% | 6.4% | 5.2% | 1.9% |
| Nov 2025 | 39.5% | 21.4% | 7.9% | 4.3% | 6.9% | 6.4% | 6.4% | 5.3% | 1.8% |
| Dec 2025 | 39.9% | 21.6% | 8% | 4.3% | 6.8% | 5.3% | 6.5% | 5.3% | 2.3% |
| Jan 2026 | 37.9% | 20.9% | 9.4% | 6.3% | 6.8% | 5.1% | 6.3% | 5.1% | 2.2% |
| Feb 2026 | 40.7% | 18.2% | 8.3% | 6.7% | 5.9% | 4.5% | 8.3% | 5.5% | 2% |
| Mar 2026 | 40.9% | 18.3% | 10.2% | 5.5% | 5.9% | 5.5% | 6.8% | 4.5% | 2.4% |
| Apr 2026 | 37.9% | 20.5% | 11.4% | 5.1% | 6.6% | 5.1% | 6.2% | 5.1% | 2.2% |
| May 2026 | 34.7% | 23.7% | 10.8% | 5.8% | 6.2% | 5.8% | 7.1% | 3.8% | 2% |
| Jun 2026 | 34.7% | 23.8% | 10.8% | 5.9% | 5.3% | 5.9% | 5.9% | 5.9% | 2% |
| Jul 2026 | 35.9% | 24.6% | 9.1% | 6% | 5.3% | 6% | 6% | 4.9% | 2.1% |
| Aug 2026 | 40.6% | 22% | 10% | 5.4% | 5.9% | 5.4% | 4.4% | 4.4% | 1.9% |
| Sep 2026 | 42.4% | 23% | 8.5% | 5.7% | 5.1% | 4.6% | 4.6% | 4.6% | 1.6% |
How has the Shape and Total Expert comparison changed over the last 12 months?
3 findings
- Total Expert was ahead of Shape in every measured month of the 12 months ending September 2026.
- Across the 12 months ending September 2026, Shape’s share of searches among mortgage CRM software in the United States moved from 9.7% to 8.5%, and its estimated monthly branded searches moved from 720 to 480.
- Across the 12 months ending September 2026, Total Expert’s share of searches among mortgage CRM software in the United States moved from 38.9% to 42.4%, and its estimated monthly branded searches moved from 2.9K to 2.4K.
How did search popularity change for United States mortgage CRM software in September 2026?
2 changes
In September 2026, Total Expert gained share of searches among mortgage CRM software in the United States, from 40.6% to 42.4%.
In September 2026, Shape lost share of searches among mortgage CRM software in the United States, from 10% to 8.5%.
How are branded searches counted?
2 search terms
Brandwave collects information about searches that people make online using Shape’s and Total Expert’s names. When viewed over time, estimated search volumes for these branded terms can be used to understand whether interest in the brands is growing, holding steady, or fading.
Shape
1 branded search term
- shape crm
Total Expert
1 branded search term
- total expert
Other head-to-heads among mortgage CRM software
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