All nCino’s Mortgage Suite Reviews

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Daniel

Non-Profit Organization Management, 2 - 10 employees

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed January 2022

Easy-to-Use Mortgage Refi App

User Profile

Spencer

Verified reviewer

Financial Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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!

Erica

Financial Services, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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.

TL

Financial Services, 201-500 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed 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.

Anonymous

51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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!

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.

Anonymous

201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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.

Anonymous

10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed February 2023

"""MY review on SimpleNexus"""

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.

Anonymous

201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

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.

Anonymous

1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2023

Great Tool

PROS

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

CONS

Automatic tasks sent when already provided.

Anonymous

501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2022

Would never look back.

PROS

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

CONS

Very basic logic statements for requesting docs (only one "if" statement allowed)

User Profile

Kenneth

Verified reviewer

Financial Services, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Marjorie

Financial Services, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed 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!

Donna

Financial Services, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

Access 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.

CONS

I 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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.

Daniel

Financial Services, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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.

Nicholas

Financial Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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

Cynthia

Real Estate, 5,001-10,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Great Product

PROS

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.

CONS

Not 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

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.

Michael

Banking, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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

PROS

Ease of deployment to the client. Client can receive link quickly.

CONS

Difficulty for client to log in once they receive the link

Lonna

Financial Services, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Excellent Mortgage Software

PROS

Ease of use both by the MLO and the vliect

CONS

No issues with this software what so ever

Dawn

Real Estate, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

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!

Barry

Banking, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

Ease of use both on PC and cell phone. Very good compatability.

CONS

Interface 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Excellent app

Excellent

PROS

Easy to use for myself and my clients for loan pre qualification for

CONS

I 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Jay

Financial Services, 51-200 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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!

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.

Showing 1 - 25 of 125 Reviews