nCino’s Mortgage Suite Reviews

nCino’s Mortgage Suite

4.8 (126)
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Mortgage technology for the modern lender.

Overall rating

4.8 /5
(126)
Value for Money
4.8/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support
4.7/5
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126 Reviews

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wonderful Application

Reviewed on 2018/12/18

We now have a fully digital mortgage experience for our clients that wish to do so. This cuts down...

We now have a fully digital mortgage experience for our clients that wish to do so. This cuts down on time from both our end and the customer's end. We have seen a 20% quicker closing time than mortgage applications submitted via other methods.

Pros

The software is very user friendly and allows for quick submission of customer mortgage applications. The scanning document feature is a huge hit for our customers!

Cons

It would be nice if the software had other languages available for our clients.

Erica
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fabulous Platform, Seamless Implementation with Sales Team

Reviewed on 2018/12/27

The SimpleNexus Mortgage Platform has helped our organization vastly improve the way consumers...

The SimpleNexus Mortgage Platform has helped our organization vastly improve the way consumers interact with our company during the loan process, especially in the beginning as they fill out the application and are now able to securely scan in their documentation from their smart phones.

We continue to receive positive feedback on how the transparency and on-the-go access provided to loan officers and agents is helping people do their jobs more easily.

Pros

I am a marketing manager and company admin for our SimpleNexus Mortgage Platform. From an admin perspective, this software is absolutely fabulous! The interface is user-friendly and intuitive, for all user types - admin, loan officer, agents, and most importantly: consumers. The ability to customize the calculators, quickly add/edit users and branches, and track activity through all the reporting functionalities makes it easy for our in-house team to keep things up-to-date.

From a marketing perspective, the app provides complete brand consistency, which is a major plus. The app is 100% white-labeled with a custom app name, icon, description, internal verbiage changes, and visual branding that 100% matches our company's visual aesthetic and messaging guidelines.

Training and implementation with our Sales Team was a breeze. The application is so straightforward that many of our team members were already using the app at full capacity prior to our internal follow-up trainings!

Cons

Promotional materials for Agents, as well as training materials for Processors or Operations team members seemed like a bit of an oversight. While the training and introductory materials for our Sales Team were great, a dedicated intro/promo video for Agents, along with a dedicated training reel for Processors using the software would have been helpful at rollout.

While there are several admin capabilities available, the software is missing the ability to edit Calculator Defaults per Branch. It would be great if each Branch could have a distinct Calculator Default, as some branches have vastly different figures for taxes, etc.

As with any newly implemented software, there are bugs and glitches. These do happen from time to time, which can be a bit frustrating for some members of our team, but the SimpleNexus support team is always ready to assist as quickly as possible.

Daryl
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

So So

Reviewed on 2021/03/04

Great option to have, however also has a price and can be a distraction complicating a process.

Great option to have, however also has a price and can be a distraction complicating a process.

Pros

The idea sounds great to be able to automate processes, however many times you still have to be involved. I like simply that it gives clients an option to use and it is useful I would say 50% of the time. It is ok.

Cons

1. Some clients are not able to use it and have to have a live person walk them through it.
2. Client document needs lists can be challenging or have to be manually configured to get correct docs needed.
3. Seems clunky to use with Encompass and not sure there is any benefit to use with CRM Surefire/ Top of Mind.
4. Support asks for specific examples when you let them know their mapping is not correct. Then asked for exact field numbers when there are around 10,000 fields. I would expect the company would want their product to be mapped better.

Lindsay
Overall rating
  • Industry: Banking
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game Changer!

Reviewed on 2023/02/22

My job has dramatically changed having SimpleNexus. It truly is a game changer. I am more organized,...

My job has dramatically changed having SimpleNexus. It truly is a game changer. I am more organized, and able to flow through files because of the resources SimpleNexus offers. I would recomemend it to every single person in the mortgage business!

Pros

- Electronic Signatures- Ability to scan and upload documents- Push notifications to keep track of what conditions/documents are remaining - Easy electronic applications that free up your time!ETC!!

Cons

When I am sending a document to be electronically signed to a third party or borrower and i'm not able to see or pull up the document I sent. When I send a document to be e-signed and I was given the wrong email for a third party to sign with my borrowers and there's no option to pull open the document that is partially signed and resend to a different email or change the email that was incorrectly entered.

Rebecca
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Processor/LOA

Reviewed on 2023/05/05

SimpleNexus has streamlined our process for the whole team. From sharing the app to viewing final...

SimpleNexus has streamlined our process for the whole team. From sharing the app to viewing final disclosures and everything between it is one place for the client and the full team to use without trying to remember who requested something or who it was emailed to. Everything stays with the contact through the whole process. It really reduces multiple requests and lost information.

Pros

The best thing is the connection with our LOS. The direct and automatic uploading of applications/documents is a HUGE time saver and keeps things organized.

Cons

Our company has limited the e-sign process to be for licensed parties only. If there was way for unlicensed processors to request e-signatures in Encompass it would be great. But I think it is an issue with my company, not SimpleNexus.

Rodney
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great app our clients love

Reviewed on 2019/08/08

Addressed above, but we have from time-to-time test drove competing platforms and haven't found one...

Addressed above, but we have from time-to-time test drove competing platforms and haven't found one that compares in functionality, features, easy of use, and ROI benefits above SimpleNexus.

Pros

We brought the SimpleNexus app on board earlier in their exception have been nothing, but pleased with the app, support, and the great features they continue to improve. The options for our clients to use their preference of smartphone or PC is great as some will only use one or another. The application process for new clients is relatively easy and well laid out and importing a completed app into our LOS is just as easy as a few clicks. If your business is say 100 miles or more away from ours we'd highly recommend trying out SimpleNexus.

Cons

None that we know of other than we hope SimpleNexus doesn't outgrow the small shop users like ours.

dan
Overall rating
  • Industry: Financial Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Simple Nexus is a valuable tool in my Mortgage business I use it everyday

Reviewed on 2022/01/19

I would say over all, it is above average, could be better, but I am glad to have it.

I would say over all, it is above average, could be better, but I am glad to have it.

Pros

When you download the app, you can share it with the borrower and they in turn can send you photos of documents which the industry does not usually use, however the software converts all photos in pdf files which is a huge help in gathering docs that are critical to the loan process, it also alerts you everytime someone uses the app, to price a house that lets you know they are active or still active in pursuing a new home or refiance.

Cons

sometimes the soft ware goes down or just does not work ... everytime I go online to look at my benefits I have to restablish a new password which is not convenient at all.

Deb
Overall rating
  • Industry: Banking
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to Learn and Very effective

Reviewed on 2021/08/12

Best software and easy to use. I like to travel and this is easy to use on the fly on my phone or...

Best software and easy to use. I like to travel and this is easy to use on the fly on my phone or computer. My work load for time spent inputting applications has greatly reduced allowing me to market more. The CRM and marketing integration is awesome. Set it and forget it! I highly recommend SimpleNexus to everyone in the industry.

Pros

The ease of use for new users and borrowers is amazing. The ability to work from anywhere I have internet connections. I receive high compliments on the built in scanner and the ability to add documents without printing and delivering these items to me.

Cons

If I am refinancing a prior customer or user, the borrowers are confused about which application to review when they have an existing application.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The next step in the digital mortgage transformation.

Reviewed on 2018/12/27

We needed to be able to provide a digital, handheld platform to meet the demands of today's more...

We needed to be able to provide a digital, handheld platform to meet the demands of today's more mobile loan officer workforce. SimpleNexus beat out the competition that we looked at when we researched the available offerings. I am pleased with our choice!

Pros

The SimpleNexus platform gave our company a convenient and simple way to transition our LO's, agent partners and clients, to a more digital experience. Their onboarding process went very well and out LO's have had nothing but good things to say about what it can do. In fact, within the first week of rolling out the app to our LO team I recieved this feedback. "I love our new app! I got a loan app on Saturday, pulled credit and issued an approval letter all while I was at the park with my kids!"

Cons

My only complaint is that we are not quite where we need to be. I am specifically speaking about the e-signing piece. I am participating in the BETA testing so I see what it will do and I am pleased. There are other enhancements that I have pointed out and they have been added to their list. Their team seems eager to continue to improve the product so I am looking forward to new enhancements as they become available.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

"""MY review on SimpleNexus"""

Reviewed on 2023/02/01

Pros

I like SimpleNexus because it has helpful features for the mortgage industry. It has a smooth process for starting loans and a secure website for borrowers to check their loan status and talk to their loan officer. It also has a convenient mobile app for access on the go.

Cons

I don't have any least feature or negative comment for this software.

Marjorie
Overall rating
  • Industry: Financial Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Keeps getting better!

Reviewed on 2018/12/27

Pros

The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.
Ease of use for my customers is a huge plus, the simplicity of the system makes it easy to use even for the less tech-savy users.

Cons

There are a few features that we would like that just are not there yet, but they keep adding and building and we are hopeful to see these in the future!

Andrew
Overall rating
  • Industry: Financial Services
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great software

Reviewed on 2021/08/16

I have used this software for 5 years and it has made my job easier.

I have used this software for 5 years and it has made my job easier.

Pros

Ease of use. This software is simple for our customers to use.

Cons

There is nothing about this software that i do not like.

Randy
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

mortgage app

Reviewed on 2019/08/02

I love it. It helps me be more productive and is extremely useful in my daily business. It gives...

I love it. It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.

Pros

I love the fact I can share my info and mortgage app with prospective buyers. I use the share feature of the app more than my business card. it is a great tool to get prospective clients applications started right away. I also enjoy the doc scan feature. it makes life a lot easier.

Cons

I have issues with notifications for business partners.

Ray
Overall rating
  • Industry: Banking
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Simplenexus

Reviewed on 2022/05/08

Slow at times

Slow at times

Pros

Flow from page to page but love the app

Cons

Too slow at times it freezes up which makes it frustrating

Berj
Overall rating
  • Industry: Financial Services
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great mortgage software

Reviewed on 2021/08/09

Pros

All in one signing of docs, easy set up for clients

Cons

better integration needed by our company

Michael
Overall rating
  • Industry: Banking
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Must have product to gain more trust in converting loan apps

Reviewed on 2019/07/25

Pros

Very secure, easy to use, simplistic approach for clients, easy to import client application to LOS

Cons

had some issue pulling credit through app on the go if you are out of the office. I know they are working on resolving that.

Marnel
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Product

Reviewed on 2022/09/04

It's fantastic and a game changer for my business

It's fantastic and a game changer for my business

Pros

I love pre-approvals through this app. I don't always have my laptop with me and this comes in handy

Cons

I wish it had a calculator feature build in

Cesar
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Efficient, Easy to Use!

Reviewed on 2022/09/15

Pros

Fluid and simple UI with intuitive use. Nothing to do with a learning curve, it just works

Cons

None at this time. All the aspects of this are on par

Lonna
Overall rating
  • Industry: Financial Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Mortgage Software

Reviewed on 2022/06/30

Pros

Ease of use both by the MLO and the vliect

Cons

No issues with this software what so ever

Dawn
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

PreQualification at Your Fingertips

Reviewed on 2022/08/06

The loan calculator options have proved invaluable as a real estate agent. My clients are very...

The loan calculator options have proved invaluable as a real estate agent. My clients are very pleased at the ease of document upload.

Pros

The ease of use for the buyers to get a loan application done.

Cons

I’ve been using this software for several years and have no negative feedback!

Curt
Overall rating
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Loan Officer Front Line user

Reviewed on 2022/01/09

Experience has been good

Experience has been good

Pros

How easy it can be used by our clients.

Cons

Keeping track of what documents have been uploaded so the clients know exactly what is still needed.

Verified Reviewer
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love it

Reviewed on 2023/06/07

Pros

The easy to use interface and client notifications

Cons

Not more abilities to customize or personalize

syed
Overall rating
  • Industry: Information Technology & Services
  • Company size: 5,001–10,000 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

simple nexus

Reviewed on 2022/09/05

Pros

As i have used simple nexus for document verification for our company where we verified the document of the employee and managing them and help to keep track of the document and further processing is the best it give simple steps

Cons

nothing to say just little more improvement in there cloud for better use

Jay
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great resource to gain new clients and referral partners.

Reviewed on 2021/08/05

Great selling point to referral partners to be able to edit their profile and add options. Easy...

Great selling point to referral partners to be able to edit their profile and add options. Easy for clients to use and allows them to stay connected throughout the process. Love it!

Pros

Very easy to use for all parties. It is integral in keeping track of applicants throughout the process.

Cons

Over notification. App alerts, texts and emails. Likely something I have control over but have not taken the time to figure out.

Myles
Myles
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great software addition!

Reviewed on 2018/12/27

Pros

The main things I like about it are how configurable and easy to use it is. The settings are very well laid out, which makes maintaining and updating user accounts a breeze.

Cons

There are a few product enhancements that I have requested, that will hopefully be added soon. The main one is being able to send documents from our LOS (Encompass) to app users.