All nCino’s Mortgage Suite Reviews
1-25 of 125 Reviews
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Daniel
Non-Profit Organization Management, 2 - 10 employees
Used less than 6 months
OVERALL RATING:
5
Reviewed January 2022
Easy-to-Use Mortgage Refi App
Kenneth
Verified reviewer
Financial Services, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Great product!
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.
CONSIntegration with our LOS is not pain free...but such is life if you use a legacy LOS as we do.
Erica
Financial Services, 51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSI 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!
CONSPromotional 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.
TL
Financial Services, 201-500 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed December 2018
Great concept but needs work
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.
CONSWhat 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.
Anonymous
51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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!
PROSThe 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!"
CONSMy 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.
Anonymous
201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSThe 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!
CONSIt would be nice if the software had other languages available for our clients.
Anonymous
10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed February 2023
"""MY review on SimpleNexus"""
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.
CONSI don't have any least feature or negative comment for this software.
Anonymous
201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2018
Comprehensive App that Sets Us Apart from the Competition
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.
CONSBack-end web administration can be a bit clunky, but SimpleNexus listens to their customers and continues to upgrade.
Anonymous
1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Great Tool
Great platform, easy to use and can do application in Spanish or English.
CONSAutomatic tasks sent when already provided.
Anonymous
501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
Would never look back.
The ability to send eSign documents to other people not on the loan file Tracking signed disclosures and documents Customization of requested docs Secure upload portal Support nearly instantaneous
CONSVery basic logic statements for requesting docs (only one "if" statement allowed)
Anonymous
2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Love it
The easy to use interface and client notifications
CONSNot more abilities to customize or personalize
Marjorie
Financial Services, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed December 2018
Keeps getting better!
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.
CONSThere 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!
Donna
Financial Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Ease of use
I like having the ablity to go back and pull up loaded documents and review the application with the client when they need help.
PROSAccess to documents and applications. I also like the feature I can jump in an help a client when they are stuck in the online application.
CONSI would like to communication between this system and PCl to be actuate
Andrew
Financial Services, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Great software
I have used this software for 5 years and it has made my job easier.
PROSEase of use. This software is simple for our customers to use.
CONSThere is nothing about this software that i do not like.
Daniel
Financial Services, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2021
SimpleNexus for the win.
Great Experience. Keep up the good work.
PROSEase of use. For the Client and for us as well.
CONSIt always goes to sleep and you have to log back in.
Nicholas
Financial Services, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
Mortgage app
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.
PROSEase of use and convenient for sending Agent mortgage preapproval letters.
CONSSome small delays when pulling up my pipeline in my phone app, but very minimal
Cynthia
Real Estate, 5,001-10,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Great Product
It makes it easier for our clients to be able to fill out their application, upload documents and keep up with the status of their loan process.
CONSNot be able to price it and prequalification letters not being prefilled out based on info
Michael
Banking, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
Must have product to gain more trust in converting loan apps
Very secure, easy to use, simplistic approach for clients, easy to import client application to LOS
CONShad some issue pulling credit through app on the go if you are out of the office. I know they are working on resolving that.
Michael
Banking, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2021
SimpleNexus Monile
It’s great just to have a tool but the client log in needs to be easier
PROSEase of deployment to the client. Client can receive link quickly.
CONSDifficulty for client to log in once they receive the link
Lonna
Financial Services, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Excellent Mortgage Software
Ease of use both by the MLO and the vliect
CONSNo issues with this software what so ever
Dawn
Real Estate, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
PreQualification at Your Fingertips
The loan calculator options have proved invaluable as a real estate agent. My clients are very pleased at the ease of document upload.
PROSThe ease of use for the buyers to get a loan application done.
CONSI’ve been using this software for several years and have no negative feedback!
Barry
Banking, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2021
Simplenexus
Very easy to learn which of course speeds up "ramp up" time.
PROSEase of use both on PC and cell phone. Very good compatability.
CONSInterface with Encompass took awhile to get coordinated.
Reasons for switching to nCino’s Mortgage Suite
Changed companies.
Becky
Real Estate, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Excellent app
Excellent
PROSEasy to use for myself and my clients for loan pre qualification for
CONSI have not found any difficulties with the use of this software
Jessica
Financial Services, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2018
Mobile App for the LO on the GO!
User Friendly, Convenient, revolutionizing the loan app process for clients
CONSI like everything about the mobile app.
Jay
Financial Services, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Great resource to gain new clients and referral partners.
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!
PROSVery easy to use for all parties. It is integral in keeping track of applicants throughout the process.
CONSOver notification. App alerts, texts and emails. Likely something I have control over but have not taken the time to figure out.