SimpleNexus

Mobile toolset connectin borrowers, originators and partners

About SimpleNexus

Borrowers can easily search for homes. submit a loan application, compare mortgage
calculation options, scan and upload loan documents, review and sign disclosures, and
get complete visibility into the progress of their loan using your fully branded mobile app.

Right from their smartphone, loan originators also get all the tools they need to
pull and view credit, issue pre-qualification letters, run pricing scenarios, manage
appraisals, request and view verification of assets, and sign disclosure documents
all while syncing real-time with your loan origination and CRM systems. They also get
complete visibility into the loan status of their full loan pipeline.

Plus, loan originators can personalize the mobile app they share with borrowers to
include their contact information, licensing details, and web links that demonstrate
mortgage industry expertise.

And, loan originators love how their referral pipeline stays full with the help of a
version of the mobile app for Realtors and other referral partners. Referral partners
can also personalize their loan originator’s mobile app to include their own contact
details and web links so when referral partners share the mobile app with borrowers,
it not only includes contact information for the loan originator but also includes
information for the referral partner. Additionally, referral partners can use the app
to run mortgage calculations, and get the same visibility into loan status that loan
originators and borrowers enjoy.

The SimpleNexus mobile app unites loan originators with their borrowers and referral
partners in a way no other tool can. And, when there are no loan surprises and users get
total loan progress visibility, everyone stays loyal to you as a lender.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to SimpleNexus

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to SimpleNexus

Images

SimpleNexus Software - SimpleNexus asset verification
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Features

Total features of SimpleNexus: 20

  • Client Portal
  • Closing Documents
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Customisable Branding
  • Digital Signature
  • Document Management
  • Electronic Applications
  • Electronic Signature
  • For Borrowers
  • Loan Processing
  • Multi-Branch
  • Online Applications
  • Pre-Qualification
  • Pricing Management
  • Status Tracking
  • Task Management
  • Template Management
  • Third Party Integrations

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Lendstream

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Reviews

Overall rating

4.5 /5
(34)
Value for Money
4.8/5
Features
4.3/5
Ease of Use
4.5/5
Customer Support
4.5/5

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Showing 5 reviews of 34
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 27/12/2018

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.

Rodney T.
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 08/08/2019

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.

Daryl M.
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 04/03/2021

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.

Erica G.
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 27/12/2018

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.

Chris F.
Overall rating
  • Industry: Financial Services
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Intuitive, sales-friendly and solid performance

Reviewed on 27/12/2018

SimpleNexus has brought the mortgage application process into the hands of our realtors and...

SimpleNexus has brought the mortgage application process into the hands of our realtors and borrowers with a very user-friendly mobile app. The convenience of the app and desktop 1003 landing pages are so good that we've decided to funnel all of our online applications through SimpleNexus. We are thoroughly pleased with it's performance and the technical/customer service team behind it.

Pros

The user experience is excellent, for the borrower, realtor and loan officer. This platform makes is easy for even the non tech-savvy to use it effectively. From an administrator's point of view, the platform has the organization-wide controls you need. The Encompass integration is very tight, solid performance. Overall very happy with this platform.

Cons

Can't edit the Loan Officer landing pages without special requests, and even then what can be changed is limited.

Showing 5 reviews of 34 Read all reviews

SimpleNexus FAQs

Below are some frequently asked questions for SimpleNexus.

SimpleNexus offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

SimpleNexus has the following typical customers:

11-50, 51-200, 201-500, 501-1,000, 1,001+

SimpleNexus supports the following languages:

English

SimpleNexus supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SimpleNexus integrates with the following applications:

BYTE, Calyx Point, Encompass

SimpleNexus offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

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