nCino’s Mortgage Suite Reviews

David Kosmecki user

Comments: Extremely happy

Pros:

Simplifies my process and frees up my teme

Cons:

There is nothing I dislike about the software.

The modern digitalized mortgage lender for connecting loan officers, agent & borrowers etc. !

Comments: SimpleNexus platform is one stop solution for any borrower to avail any form of loan in smooth and credible manner through simplified legit process of SimpleNexus. It connects all lenders, agents, borrowers ,loan officers etc. to promote smooth loan sanctioning process and enable clear mortgaging process. The platform provides end to end process action which helps in complete tracking of process timelines and actionable in detailed reporting way.
Mortgage related payments get smooth and enough streamlined in comparison to other alternatives
They offer trial period to assess the platform inside out so that final decision should be strengthened.
The platform user interface is interactive and quite handy to operate.

Pros:

It is the modern mortgage lender for borrowers which facilities smooth loaning process end to end. Also, it helps in connecting lenders and borrowers seamlessly with complete transparency through its innovative platform. No involvement of unnecessary hidden charges and tension of middle men. Every process activity from start to end is quite smooth which helps in earliest closure of loan sanctioning process without any hassle. The platform is fast and does not exhibit any latency. It is advanced platform which meets all process requirements in transparent way on platform and there is no scope of fraud at all.

Cons:

More easy and fast documentation process should be incorporated so that we can get away with heavy documentation . Also, there should be involvement of legal team at certain advanced stage in platform which can help in smooth operations from borrowing to recovery without any issue.

SimpleNexus to NCino - An Unfortunate Sale For Mortgage Companies

Comments: I despise using the NCino platform - from point of sale through closing, the platforms half-witted default settings and lack of customizations create a sub-average platform. NCino took a great product, stripped it down, and destroyed the UX.

Pros:

Not much - nearly every change since NCino's acquisition of SimpleNexus has been a negative. NCino has made certain pages look cleaner, but other than minor appearance tweaks, there have been no tangible improvements.

Cons:

They stripped a large number of customizations, adding time and effort to each and every loan application, and creating friction in the origination process. Default options are lackluster and underperforming, and the lack of customization options that were previously offered have been immensely burdensome as today's product is vastly inferior to the product UX pre-NCino

Easy for my clients to use

Comments: Great app for lenders!

Pros:

Sending an application to clients is easy. The app has a nice loan calculator.

Cons:

It’s not organized as much as I’d like. But once you know where everything is, it’s no problem.

Great App!

Pros:

Very functional and easy for borrowers to use!

Cons:

Nothing. I like it all! It has made me way more productive.

Excellent

Pros:

Ease of Use and input of information..I like the ease of this system.

Cons:

Keeps forgetting information and not inputting client information.

Processor/LOA

Comments: 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.

Great platform

Comments: Reminds me to follow up with clients that may need assistance gathering informat

Pros:

As a realtor using the app to connect clients with my lender, I wish all lenders used this platform. I can easily check in on my clients without calling the lender

Cons:

I don’t have any complaints about this app

Great Tool

Pros:

Great platform, easy to use and can do application in Spanish or English.

Cons:

Automatic tasks sent when already provided.

SimpleNexus is great

Comments: wonderful

Pros:

ease of use, integration are fantastic and has many options

Cons:

customizability is not quite there and could be more user friendly

Game Changer!

Comments: 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.

Simple nexus

Comments: It has made our transition from our old company very easy. We did not have this level of technology at all and i can't imagine having to do my job without it now!

Pros:

The features i like best are the esigning document sender and the importing of disclosures automatically when they come in. It takes alot of the leg work out of my jobs

Cons:

What i like least about simplenexus is sometimes if a client doesnt sign his esignature the disclosures will still be sent out and the client is confused on how to sign them because the havent set it up yet.

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

Comments: 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.

Great app our clients love

Comments: 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.

SimpleNexus for the win.

Comments: Great Experience. Keep up the good work.

Pros:

Ease of use. For the Client and for us as well.

Cons:

It always goes to sleep and you have to log back in.

Simplenexus

Comments: 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

Excellent Mortgage Software

Pros:

Ease of use both by the MLO and the vliect

Cons:

No issues with this software what so ever

I love the simplicity of SimpleNexus

Comments: Easy to navigate and use

Pros:

easy to use. clients who don't understand technology can still comprehend and do the application online and upload documents.

Cons:

When an application is submitted, it does not ask ALL the questions (previous residence, time, payment, etc..) it does not break down the income by month or year or hourly. it always comes through monthly.

Highly recommend

Pros:

Ease of use. The ability to send a prequal letter is a big plus.

Cons:

From time to time, some sections of the interface doesnt react quick enough..

Loan Officer Front Line user

Comments: 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.

Excellent platform! My clients love it and so do I!

Comments: I am often out of the office and having an efficient tool that I can quickly text to prospects and to referral partners is invaluable. Technology that frees me from sitting at my desk is great!

Pros:

Ease of use - especially from my mobile devices. Being able to text to share is excellent.

Cons:

It would be great if closing costs could be incorporated into the quick calculations that are accessible to borrowers.

Loan originator

Pros:

Ease of use for our customers to upload their documentation.

Cons:

When texting the link to our customers, the wording goes through several minutes before the link and causes confusion to the customer.

Document gathering for applications

Comments: Overall very satisfied

Pros:

The ability to download documents needed for a file is paramount to me. Sometimes uploaded dibt take in encompass simple nexus is there to make sure I have correct info...

Cons:

Not really any cons for what I use it for

Great for mortgage loan officers

Pros:

I love that this platform allows for easy delivery to borrowers. It makes the process of collecting loan documents from borrowers easy. Users enjoy the ability to track the loan status and the ability to see all documents in one place. I would definitely recommend this software.

Cons:

It would be better if the preview of documents did not auto close or time out so quickly when viewing on mobile devices.

Mortgage app

Comments: I use it to send mortgage preapprovals and now send all mortgage loan applications. The connection allows a user to connect once and provide consent without repeating it for the loan application.

Pros:

Ease of use and convenient for sending Agent mortgage preapproval letters.

Cons:

Some small delays when pulling up my pipeline in my phone app, but very minimal