{"citations":{"source_mix":{"company_owned":22,"independent":23,"unclear":0},"sources_referenced_by_questions":0,"support_mix":{"direct":29,"partial":15},"total_sources":45,"unique_domain_count":19},"claims":[{"claim_id":"claim-001","confidence":"verified","observed_at":"2026-10-01","platform_support":["anthropic","deepseek","google","grok","kimi","openai","perplexity"],"predicate":"platforms_analyzed","qualifier":"valid included platform responses","subject":"Best CRM for Mortgage Brokers and Loan Officers","unit":"platforms","value":7},{"claim_id":"claim-002","confidence":"verified","observed_at":"2026-10-01","platform_support":["google","grok","kimi","openai","perplexity"],"predicate":"final_consensus_rank","qualifier":"mortgage loan pipeline tracking","subject":"Shape Software","unit":"rank","value":4},{"claim_id":"claim-003","confidence":"verified","observed_at":"2026-10-01","platform_support":["google","grok","kimi","openai","perplexity"],"predicate":"platform_mentions","qualifier":"out of 7","subject":"Shape Software","unit":"platforms","value":5},{"claim_id":"claim-004","confidence":"verified","observed_at":"2026-10-01","platform_support":["grok","google"],"predicate":"fit_rating_count","qualifier":"strong","subject":"Shape Software","unit":"platforms","value":2},{"claim_id":"claim-005","confidence":"verified","observed_at":"2026-10-01","platform_support":["openai","anthropic","perplexity"],"predicate":"fit_rating_count","qualifier":"good","subject":"Shape Software","unit":"platforms","value":3},{"claim_id":"claim-006","confidence":"verified","observed_at":"2026-10-01","platform_support":["deepseek"],"predicate":"fit_rating_count","qualifier":"mixed","subject":"Shape Software","unit":"platforms","value":1},{"claim_id":"claim-007","confidence":"verified","observed_at":"2026-10-01","platform_support":["kimi"],"predicate":"fit_rating_count","qualifier":"uncertain","subject":"Shape Software","unit":"platforms","value":1}],"content_scope":"aggregated facts, computed metrics, and retrieval summaries","entities":[{"average_rank":3.4,"best_rank":1,"entity_id":"entity-001","entity_type":"company","final_rank":4,"name":"Shape Software","platform_mentions":5,"platform_share":0.7142857142857143}],"identity":{"dataset_url":"https://businesssoftwareconsensusindex.com/datasets/crm-and-sales-pipeline-software/mortgage-broker-crm/shape-software.json","page_url":"https://businesssoftwareconsensusindex.com/crm-and-sales-pipeline-software/mortgage-broker-crm/shape-software","report_type":"fit_review","study_id":"MCI-STUDY-DA23825B6305","title":"Shape Software Review for Mortgage Brokers and Loan Officers"},"limitations":["Use the run researchdate as the study date. Platform-reported dates are provenance metadata and do not independently prove freshness.","All included platforms evaluated fit, but platformmentions counts only platforms that named the entity during ranking discovery.","Do not resolve conflicting product names, pricing, or capabilities by guessing; describe the conflict and tell buyers what to verify.","The supplied URLs were collected from platform responses and were not independently validated by the writer stage.","Platform-reported research dates differ from the authoritative run date; disclose this as a methodology limitation.","The deterministic identity audit contains qualification notes that must be disclosed where relevant.","Citations are platform-reported evidence, not independently verified facts. No-search model claims require explicit verification before being described as current facts."],"methodology":{"fit_rating_contract":["strong","good","mixed","weak","uncertain"],"included_valid_platform_count":7,"maximum_finalists":10,"minimum_mentions":2,"name":"Business Software Consensus Index cross-platform AI consensus analysis","platforms_included":["anthropic","deepseek","google","grok","kimi","openai","perplexity"],"platforms_queried":["openai","anthropic","deepseek","grok","perplexity","kimi","google"],"stages":["ranking_discovery","fit_assessment","normalization","editorial_synthesis"],"version":"alias-table-1"},"provenance":{"generated_at":"2026-10-01 17:57:47.966877+00","research_date":"2026-10-01","source_snapshot_sha256":"2245d9ab5904b50aa94c22c70ee3f22993f385a8dbab5814a2dde6656026f744","verification_scope":"public_verification"},"ranking":{"candidates_evaluated":27,"qualified_finalists":10,"ranking_unit":"CRM software brand or platform"},"schema_version":4,"summary":"Shape Software is a good fit for mortgage loan pipeline tracking, with caveats. Five of the seven platforms in this study named Shape Software during the ranking stage — Google, Grok, Kimi, OpenAI, and Perplexity — giving it a 71.4% share of included platform responses, an average listed rank of 3.4, and a best rank of 1. The strongest reason to consider it is the combination of mortgage-specific loan-stage pipelines, referral-partner tracking with partner portals, and claimed bidirectional loan origination system (LOS) synchronization in one platform. The main limitation is that pricing is…","target_buyer":"Mortgage brokers, loan officers, and lending teams who need pipeline tracking tied to loan stages and referral partner management.","topic":{"base_category":"CRM and Sales Pipeline Software","category_criteria":["loan stage pipeline tracking","referral partner management","compliance and disclosure support","integration with loan origination systems"],"geography":"United States","slug":"best-crm-for-mortgage-brokers-and-loan-officers","title":"Best CRM for Mortgage Brokers and Loan Officers","use_case":"mortgage loan pipeline tracking"}}