Who Uses This Software?

Mortgage lenders with 20+ loan originators who want to meet the demand of borrowers for a seamless digital mortgage experience


Average Ratings

24 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • SimpleNexus
  • simplenexus.com
  • Founded 2014
  • United States

About SimpleNexus Mortgage Platform

SimpleNexus, LLC is a leading provider of fully customized,white-labeled platform that bridges the gap between mortgage loan originators, Realtors, and borrowers. SimpleNexus is the only mobile technology provider in the industry that has a SOC 2 security audit incorporated into their services, which allows them to provide a mobile scanner, for secure mobile document sharing. Using state-of-the-art mobile technology, SimpleNexus is dedicated to providing its wide array of serv


SimpleNexus Mortgage Platform Features

  • Amortization Schedule
  • Audit Trail
  • Compliance Management
  • Customer Database
  • Digital Signature
  • Document Management
  • Fee Management
  • Loan Consolidation
  • Loan Processing
  • Loan Submission Control
  • Mortgages
  • Online Application

SimpleNexus Mortgage Platform Reviews Recently Reviewed!


Fabulous Platform, Seamless Implementation with Sales Team

Dec 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

The next step in the digital mortgage transformation.

Dec 27, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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!

Capterra loader

Intuitive, sales-friendly and solid performance

Dec 27, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Wonderful Application

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

The Mobile Solution We Needed!

Dec 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Comprehensive App that Sets Us Apart from the Competition

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Keeps getting better!

Dec 27, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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!

Capterra loader

Customization for Any Mortgage Company

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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!

SimpleNexus from a Sales Leader stance

Dec 19, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

Great concept but needs work

Dec 27, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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.

Wonderful Team

Jan 25, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Capterra loader

Great product!

Jan 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Mobile App

Dec 27, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Mobile App for the LO on the GO!

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: User Friendly, Convenient, revolutionizing the loan app process for clients

Cons: I like everything about the mobile app.

Capterra loader

Great software addition!

Dec 27, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The main things I like about it are how configurable and easy to use it is. The settings are very well laid out, which makes maintaining and updating user accounts a breeze.

Cons: There are a few product enhancements that I have requested, that will hopefully be added soon. The main one is being able to send documents from our LOS (Encompass) to app users.

Impactful Tool

Dec 20, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Great conversation starter for potential referral partners

Cons: Would be nice if the property tax figure would populate automatically based on the county tax rate

SN Review

Dec 18, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Integrates with our LOS, mortgage calculator, sends notifications to the client and referral partner.

Cons: Sometimes loan updates are not accurate.

Simple Nexus

Dec 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Being able to track and input info and learn about the mortgage system

Cons: Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.

Simple Nexus Review

Jan 02, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Straightforward platform with needed capabilities and great customer success reps.

Cons: Reporting capabilities need to be more flexible. A bit sluggish when it comes to doing custom integrations.

Overall: We've had a very great relationship with Simple Nexus and look forward to continued success and new updates.

Amazing crew!

Dec 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to get a hold of success managers, easy platform to use, overall good experience

Cons: Haven't found anything I don't like about your software

Overall: Overall a great experience. Everyone is friendly and helpful

Quick, Easy and Useful

Dec 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: The best part about the app is how easy it is to use

Cons: There are third party integrations that took a lot longer than anticipated to setup and work correctly

Gives the power to the borrower

Dec 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Integration with our LOS. Makes getting applications easy

Cons: Not able to be translated into different languages for different borrowers

New User

Jan 04, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Program seems simple to use. Clients have said it's easy to use and submit documents.

Cons: Not able to pull credit on the online it can only be done on the app version.

Limited LOS that it fully integrates with.

Overall: We were looking to fulfill an online application presence with upload abilities. We are new to Simplenexus and are just now fully implementing with clients. So far Simplenexus has done the job we were looking for.

Easy and Intuitive

Dec 27, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: SimpleNexus is very easy to use and intuitive. The interface is clean and simple.

Cons: Consumers have to go to a different website (Consumer Connect) to view disclosures. We understand they are close to having their own solution, but we had to roll out without the disclosure process.