About SimpleNexus


SimpleNexus is a cloud-based digital mortgage solution that enables loan originators to connect with customers and partner with realtors. It is primarily designed to help midsize to large lenders handle loan pipelines, manage communications and track referrals.

Key features of SimpleNexus include loan processing, compliance management, online applications and digital signatures. Its document scanning functionality allows borrowers to scan and upload documents from a mobile device. With the originator module, loan officers can pull credit reports and send pre-qualification letters to prospects. Further, the alerts tool lets lenders send payment estimates and due date notifications to borrowers.

SimpleNexus is a white-labeled product that assists realtors in building a branded application and collaborating with financiers. It comes with a mobile application for Android and iOS. Support is provided via email and phone, and pricing is available on request.



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Supported Operating System(s):

Web browser (OS agnostic)

24 Reviews of SimpleNexus

Average User Ratings

Overall

4.50 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(12)

4 stars

(12)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 24 reviews

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December 2018

Erica from First Heritage Mortgage, LLC

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

Fabulous Platform, Seamless Implementation with Sales Team

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.

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2018

The next step in the digital mortgage transformation.

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.

December 2018

Chris from The Money Store ®

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2018

Intuitive, sales-friendly and solid performance

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.

December 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

December 2018

Wonderful Application

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.

December 2018

Jessica from Graystone Mortgage

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

Functionality

5.0

December 2018

The Mobile Solution We Needed!

SimpleNexus has brought our company up to speed with the latest and most convenient technology for borrowers. It was very easy to implement and has given our LOs another tool to provide the best possible service for our clients.

Pros

SimpleNexus is easy to use, for both loan originators and clients. Our clients LOVE that they can take pictures of their loan documentation and upload through the mobile app. Our LOs LOVE that those docs are waiting for them in Encompass without an extra step to download and import. They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.

Cons

At times there are sync issues for coborrowers using the app. This can lead to confusion seeing loan details and uploading documentation.

December 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

Comprehensive App that Sets Us Apart from the Competition

Pros

The SimpleNexus app allows our sales staff to provide a transparent process to their customers and referring clients. Online application integrated with LOS , real-time loan status, secure document upload, generate pre-approval letters, and co-branded apps for referring clients.

Cons

Back-end web administration can be a bit clunky, but SimpleNexus listens to their customers and continues to upgrade.

December 2018

Marjorie from Churchill Mortgage

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

December 2018

Keeps getting better!

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!

December 2018

Spencer from McLean Mortgage Corporation

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2018

Customization for Any Mortgage Company

Pros

The ability to customize this app has been such a break through for our company. I've been able to work with the support staff to get a whole new application process, with new features and more!

Cons

At the beginning there were a few bugs and kinks that were causing the app to crash, but since then all seem to have been mostly resolved!

December 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

December 2018

SimpleNexus from a Sales Leader stance

Very good and I have all my LO's signed up with the tool.

Pros

I've been very pleased with how functional the tool is for all my LO's given their unique business models. The software is very flexible and user friendly for clients, partners and user. I also appreciate the trending reports we can pull from the tool.

Cons

I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times. Once contact has been made, the support is very good.

December 2018

TL from NRL Mortgage

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

1.0

Functionality

3.0

December 2018

Great concept but needs work

Pros

System and concept is very well-thought out, calculators are especially very well built, the UX of the notifications is also a nice touch. Users love the scanning features, milestone notifications, whereas LO's enjoy the personalization of the app.

Cons

What SN does not do well is there UX of the Realtor-facing side of the app. This was not built out nor communicated well and is also clunky to use. Zapier integrations should also be built out and most importantly, there needs to be a pre-qualification app that is built into the calculators and homescreen, rather than linking out or embedding to a long 1003 app.

January 2019

Gina from Dignified Home Loans

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

Wonderful Team

Having been long term customers of SimpleNexus, we are excited to continue to use their product and see all the development that has progressed throughout the years.

Pros

The team at SimpleNexus are a joy to work with! They are flexible to our business model and offer a software that compliments our sales team quite well.

Cons

The admin interface could have a cleaner user experience, but if I ever had any questions, their support team is always happy to help out.

January 2019

Kenneth from Gum Tree Mortgage

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

Great product!

Pros

Great tool to co-brand and our referral sources love it! The calculators are the best in the business. Easy, Simple, Straight Forward. Clients love the scanner.

Cons

Integration with our LOS is not pain free...but such is life if you use a legacy LOS as we do.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

December 2018

Mobile App

We are still in the implementation and testing phase but we have had a wonderful experience thus far. The mobile app will allow our customers to access loan status and submit documents with ease. It will also increase transparency and enhance communication.

Pros

The mobile app has a very clean and professional look. It is user friendly. The project and customer support teams make implementation easy and are very knowledgeable about their product and how it works. The interface with our LOS works well and requires little admin oversight.

Cons

We have not identified any cons with this software.

December 2018

Jessica from Synergy One Lending

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

December 2018

Mobile App for the LO on the GO!

Pros

User Friendly, Convenient, revolutionizing the loan app process for clients

Cons

I like everything about the mobile app.

December 2018

Myles from Direct Mortgage Loans

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use