---
title: "nCino’s Mortgage Suite Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about nCino’s Mortgage Suite Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more."
source_url: "https://www.capterra.com/p/169464/The-Nexus/"
page_type: "product"
language: "en"
---

# 

 nCino’s Mortgage Suite Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

nCino’s Mortgage Suite

## What is nCino’s Mortgage Suite?

Unlock new levels of efficiency and profitability with nCino’s U.S. Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces data insights, and simplifies incentive compensation management.

## What is nCino’s Mortgage Suite used for?

[Loan Origination](https://www.capterra.com/loan-origination-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)

Top alternative

Featured

Overall rating

Based on 126 user reviews

Reviews sentiment

Positive

98%

Neutral

1%

Negative

1%

Contact vendor  
for pricing

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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Do you work for nCino’s Mortgage Suite?[Manage this product listing](https://www.g2.com/products/ncino-s-mortgage-suite/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### nCino’s Mortgage Suite

4.8 (126)

VS.

[4.9 (39)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/)

Starting Price

Contact vendor

Starting Price

$75000

Other, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (126)

Ease Of Use

4.9 (39)

Value For Money

4.8 (98)

Value For Money

4.9 (37)

Customer Service

4.7 (112)

Customer Service

4.9 (39)

## nCino’s Mortgage Suite alternatives

[4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.8 (76)](https://www.capterra.com/p/158549/LoanPro-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.3 (80)](https://www.capterra.com/p/44128/The-Nortridge-Loan-System/reviews/)

Starting price

$1200.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.8 (6)](https://www.capterra.com/p/10018704/TaskSuite/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

## FAQs about nCino’s Mortgage Suite

Overview

### What problems does nCino’s Mortgage Suite solve?

nCino’s Mortgage Suite solves slow, confusing mortgage applications, manual document chasing, and poor visibility into borrower progress by giving borrowers, loan officers, and realtors an intuitive mobile-friendly portal with document upload, notifications, and real-time tracking. Lending teams and administrators also benefit from easier account management and tighter LOS-integrated application workflows.

Answer based on 40 reviews

Overview

### Which roles and teams benefit most from nCino’s Mortgage Suite?

nCino’s Mortgage Suite is most used by loan officers, mortgage originators, and branch managers who need to manage pipelines, track borrower progress, and keep loan production moving. Real estate professionals use it to improve transaction visibility, while marketing and operations teams support outreach, coordination, disclosures, and branch-level performance oversight.

Answer based on 126 reviews

Overview

### What company size and industries is nCino’s Mortgage Suite built for?

nCino’s Mortgage Suite is for mortgage lenders, IMBs, banks, and credit unions, with 44% of reviewers from small businesses and 40% from Financial Services. It also serves midsize firms at 36% and enterprises at 20%, with Real Estate at 24% and Banking at 13%, most often for loan origination.

Answer based on 126 reviews

Features and Usability

### What are the key features of nCino’s Mortgage Suite?

nCino’s Mortgage Suite includes core mortgage workflow tools like online applications, loan processing, status tracking, and document management with secure document upload and eSignature. Differentiating features include a borrower client portal, mobile access, client notifications, pre-qualification and pricing management, plus third-party integrations that connect applications and documents with LOS systems.

Answer based on 40 reviews

Integrations

### Which third-party tools and platforms does nCino’s Mortgage Suite integrate with?

nCino’s Mortgage Suite integrates with Encompass, Anthology Encompass, and EncompaaS for loan origination workflows, with reviewer mentions highlighting automatic application imports and borrower document handling. Official catalog connections also include BYTE, Calyx Point, Equifax, Finicity, Mercury, MeridianLink Mortgage, and SharperLending Platform.

Answer based on 16 reviews

Getting Started and Support

### How good is the client support experience?

nCino’s Mortgage Suite supports a client-friendly mortgage process with easy application sharing, guided borrower assistance, and onboarding that many lending teams find straightforward. Loan officers and referral partners often like the mobile access and self-service tools, though some borrowers need extra help, and support interactions can feel detailed when troubleshooting mapping or setup issues.

Answer based on 23 reviews

Getting Started and Support

### What training and onboarding options does nCino’s Mortgage Suite offer?

nCino’s Mortgage Suite provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars cover structured group learning, documentation offers written reference material, and videos support self-paced review of key steps.

Answer based on 6 reviews

Getting Started and Support

### What customer support options does nCino’s Mortgage Suite offer, and how do users rate the experience?

nCino’s Mortgage Suite offers email/help desk, FAQ/forum, knowledge base, and phone support. Users often describe support as helpful, knowledgeable, and quick during onboarding, implementation, and issue resolution. Some report inconsistent response times, requests for very specific troubleshooting details, and occasional frustration when clients need extra guidance.

Answer based on 34 reviews

Features and Usability

### How well does it handle document uploads?

nCino’s Mortgage Suite handles document upload well for borrowers and loan teams, especially through mobile photo capture and secure submission. Many mortgage lenders value the notifications, tracking, and LOS integration for keeping files organized, though some teams mention file size limits, occasional repeat uploads, and fewer options for attaching documents from email.

Answer based on 23 reviews

## Features

AI summary

Based on 226 Loan Servicing reviews

Capterra data shows that buyers of mortgage software rank the following features as their top priorities:

-   **Loan Management** (**67%** of reviewers rated this feature as critical)
-   **CRM** (**69%**)
-   **Electronic Applications** (**59%**)

nCino’s Mortgage Suite includes **Electronic Applications**, which can help lenders collect borrower information digitally and move applications forward more efficiently. However, it does not include **Loan Management** or **CRM**. Instead, it offers **Pre-Qualification** (**56%**), another feature reviewers see as important when assessing mortgage software. Together, these capabilities help businesses speed up early borrower evaluation and provide teams with a more efficient way to manage application intake.

Pre-Qualification

5.0 (17)

47.06% of 17 reviewers that rated this feature as important or highly important

The initial step in the mortgage workflow

Document Management

4.7 (67)

61.19% of 67 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Online Applications

4.8 (54)

61.11% of 54 reviewers that rated this feature as important or highly important

Ability to fill out and submit application forms on the web

Electronic Signature

4.9 (50)

58.00% of 50 reviewers that rated this feature as important or highly important

Digitally sign online documents

Loan Processing

4.7 (50)

54.00% of 50 reviewers that rated this feature as important or highly important

Collect, organize, and prepare loan information to send to the lender for approval

Compliance Management

4.8 (49)

36.73% of 49 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

nCino’s Mortgage Suite 24 features

### All Features
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Credit Reporting: Report customer payment history and outstanding debts to credit bureaus
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Electronic Signature: Digitally sign online documents
- Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval
- Mortgages: Type of loan used to purchase real estate
- Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location.
- Online Applications: Ability to fill out and submit application forms on the web
- Pre-Qualification: The initial step in the mortgage workflow
- Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes

---

Features

4.7 (126)

4.7

Based on 126 reviews

## Pricing

Value for money

4.8 (98)

Value for money

4.8 (98)

4.8

Based on 98 reviews

## Integrations

[

Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/)[

MeridianLink Mortgage](https://www.capterra.com/p/123177/LendingQB/)[

Equifax](https://www.capterra.com/p/176344/Compliance-Solutions/)[

Encompass](https://www.capterra.com/p/135344/Encompass/)[

Mercury](https://www.capterra.com/p/134452/Mercury-xRM/)[

Finicity](https://www.capterra.com/p/236810/Finicity/)

## Support, customer service and training options

Customer Service

4.7 (112)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (112)

4.7

Based on 112 reviews

## User reviews

Overall rating

4.8

Based on 126 reviews

Filter by rating

5(103)

4(21)

3(1)

2(1)

1(0)

Mentioned topic

Sorted by most recent

AN

Anonymous User

Production Manager

Banking

### "SimpleNexus to NCino - An Unfortunate Sale For Mortgage Companies"

2.0

Overall Rating

2.0

2.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

2.0

2.0

Likelihood to Recommend

2/10

June 17, 2024

I despise using the NCino platform - from point of sale through closing, the platforms half-witted default settings and lack of customizations create a sub-average platform. NCino took a great product, stripped it down, and destroyed the UX.

Pros

Not much - nearly every change since NCino's acquisition of SimpleNexus has been a negative. NCino has made certain pages look cleaner, but other than minor appearance tweaks, there have been no tangible improvements.

Cons

They stripped a large number of customizations, adding time and effort to each and every loan application, and creating friction in the origination process. Default options are lackluster and underperforming, and the lack of customization options that were previously offered have been immensely burdensome as today's product is vastly inferior to the product UX pre-NCino

Switched from

[Blend](https://www.capterra.com/p/189005/Blend/)

At the time, SimpleNexus had some great features that Blend lacked, with a better pricetag and an innovative product roadmap. Unfortunately, much of what was great about SimpleNexus is now defunct under NCino's management.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DC

Devin C.

Mortgage Loan Officer

Financial Services

### "Easy for my clients to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 24, 2023

Great app for lenders!

Pros

Sending an application to clients is easy. The app has a nice loan calculator.

Cons

It’s not organized as much as I’d like. But once you know where everything is, it’s no problem.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Rita K.

assistante

Human Resources

### "simplewnNexus outils de pret "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

October 18, 2023

Pros

simplewnNexus outils de pret pour entreprise et particulier

Cons

le logiciel simpleNexus pas trop reconnus

Switched from

[Triton Administrator 5](https://www.capterra.com/p/186082/Triton-5/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MB

Mike B.

Senior Loan Officer

Banking

### "Great App!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 27, 2023

Pros

Very functional and easy for borrowers to use!

Cons

Nothing. I like it all! It has made me way more productive.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AC

Amy C.

Relationship manager

Financial Services

### "Excellent"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 21, 2023

Pros

Ease of Use and input of information..I like the ease of this system.

Cons

Keeps forgetting information and not inputting client information.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JR

Jared R.

Realtor

Real Estate

### "Great platform "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 9, 2023

Reminds me to follow up with clients that may need assistance gathering informat

Pros

As a realtor using the app to connect clients with my lender, I wish all lenders used this platform. I can easily check in on my clients without calling the lender

Cons

I don’t have any complaints about this app

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

Real Estate Broker

Real Estate

### "Love it"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 7, 2023

Pros

The easy to use interface and client notifications

Cons

Not more abilities to customize or personalize

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

Loan Officer

Retail

### "Great Tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 2, 2023

Pros

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

Cons

Automatic tasks sent when already provided.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RA

Rebecca A.

Processor

Real Estate

### "Processor/LOA"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 5, 2023

SimpleNexus has streamlined our process for the whole team. From sharing the app to viewing final disclosures and everything between it is one place for the client and the full team to use without trying to remember who requested something or who it was emailed to. Everything stays with the contact through the whole process. It really reduces multiple requests and lost information.

Pros

The best thing is the connection with our LOS. The direct and automatic uploading of applications/documents is a HUGE time saver and keeps things organized.

Cons

Our company has limited the e-sign process to be for licensed parties only. If there was way for unlicensed processors to request e-signatures in Encompass it would be great. But I think it is an issue with my company, not SimpleNexus.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

FD

Fahad D.

Android Developer

Computer Software

### "Good tool for Managing your Loans"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

April 3, 2023

Great

Pros

I use SimplyNexus for personal management of my loans, documents and other important financial related tasks, y it is extremely great

Cons

Sometimes the e sign feature does mot work properly

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/169464/The-Nexus/reviews/)

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