# Page 2 | nCino’s Mortgage Suite Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is nCino’s Mortgage Suite the right Mortgage solution for you? Explore 126 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/169464/The-Nexus/reviews --- nCino’s Mortgage Suite 4.8 (126) [View alternatives](https://www.capterra.com/p/169464/The-Nexus/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of nCino’s Mortgage Suite ## Showing most helpful reviews Showing 26-50 of 126 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LK Lindsay K. Loan Officer/ Loan Officer Assistant Banking Used the software for: 2+ years ### "Game Changer!" February 22, 2023 5.0 My job has dramatically changed having SimpleNexus. It truly is a game changer. I am more organized, and able to flow through files because of the resources SimpleNexus offers. I would recomemend it to every single person in the mortgage business! Pros \- Electronic Signatures- Ability to scan and upload documents- Push notifications to keep track of what conditions/documents are remaining - Easy electronic applications that free up your time!ETC!! Cons When I am sending a document to be electronically signed to a third party or borrower and i'm not able to see or pull up the document I sent. When I send a document to be e-signed and I was given the wrong email for a third party to sign with my borrowers and there's no option to pull open the document that is partially signed and resend to a different email or change the email that was incorrectly entered. Reason for choosing nCino’s Mortgage Suite Not applicable to my circumstance. I'm not sure if my company looked at any other options. Review Source RA Rebecca A. Processor Real Estate Used the software for: 2+ years ### "Processor/LOA" May 5, 2023 5.0 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 DH Dalton H. Loan assistant Real Estate Used the software for: 1-2 years ### "Simple nexus" August 3, 2021 4.0 It has made our transition from our old company very easy. We did not have this level of technology at all and i can't imagine having to do my job without it now! Pros The features i like best are the esigning document sender and the importing of disclosures automatically when they come in. It takes alot of the leg work out of my jobs Cons What i like least about simplenexus is sometimes if a client doesnt sign his esignature the disclosures will still be sent out and the client is confused on how to sign them because the havent set it up yet. Review Source VR Verified Reviewer Loan Officer Retail Used the software for: 2+ years ### "Great Tool" June 2, 2023 5.0 Pros Great platform, easy to use and can do application in Spanish or English. Cons Automatic tasks sent when already provided. Review Source EG Erica G. Marketing Manager Financial Services Used the software for: Less than 6 months ### "Fabulous Platform, Seamless Implementation with Sales Team" December 27, 2018 5.0 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. Review Source dD dan D. Loan Officer Financial Services Used the software for: 2+ years ### "Simple Nexus is a valuable tool in my Mortgage business I use it everyday" January 19, 2022 5.0 I would say over all, it is above average, could be better, but I am glad to have it. Pros When you download the app, you can share it with the borrower and they in turn can send you photos of documents which the industry does not usually use, however the software converts all photos in pdf files which is a huge help in gathering docs that are critical to the loan process, it also alerts you everytime someone uses the app, to price a house that lets you know they are active or still active in pursuing a new home or refiance. Cons sometimes the soft ware goes down or just does not work ... everytime I go online to look at my benefits I have to restablish a new password which is not convenient at all. Review Source AC Amy C. Relationship manager Financial Services Used the software for: 2+ years ### "Excellent" August 21, 2023 5.0 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 MB Mike B. Senior Loan Officer Banking Used the software for: 2+ years ### "Great App!" September 27, 2023 5.0 Pros Very functional and easy for borrowers to use! Cons Nothing. I like it all! It has made me way more productive. Review Source VR Verified Reviewer Real Estate Broker Real Estate Used the software for: 1-2 years ### "Love it" June 7, 2023 5.0 Pros The easy to use interface and client notifications Cons Not more abilities to customize or personalize Review Source VR Verified Reviewer Sr. Vice President Financial Services Used the software for: Less than 6 months ### "The next step in the digital mortgage transformation." December 27, 2018 4.0 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. Review Source DC Devin C. Mortgage Loan Officer Financial Services Used the software for: 6-12 months ### "Easy for my clients to use" October 24, 2023 5.0 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 Rita K. assistante Human Resources Used the software for: Less than 6 months ### "simplewnNexus outils de pret " October 18, 2023 4.0 Pros simplewnNexus outils de pret pour entreprise et particulier Cons le logiciel simpleNexus pas trop reconnus Review Source VR Verified Reviewer Disclosure Specialist Real Estate Used the software for: 6-12 months ### "Would never look back." September 6, 2022 5.0 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) Review Source VR Verified Reviewer Marketing & Communications Director Financial Services Used the software for: 2+ years ### "Comprehensive App that Sets Us Apart from the Competition" December 18, 2018 5.0 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. Review Source DM Deb M. Mtge loan officer Banking Used the software for: 1-2 years ### "Easy to Learn and Very effective" August 12, 2021 5.0 Best software and easy to use. I like to travel and this is easy to use on the fly on my phone or computer. My work load for time spent inputting applications has greatly reduced allowing me to market more. The CRM and marketing integration is awesome. Set it and forget it! I highly recommend SimpleNexus to everyone in the industry. Pros The ease of use for new users and borrowers is amazing. The ability to work from anywhere I have internet connections. I receive high compliments on the built in scanner and the ability to add documents without printing and delivering these items to me. Cons If I am refinancing a prior customer or user, the borrowers are confused about which application to review when they have an existing application. Review Source CL Charlie L. Loan Officer Financial Services Used the software for: 2+ years ### "LO reviews SimpleNexus and likes it" August 3, 2021 4.0 very good Pros Easy of use. Compatibility with Encompass Cons need more access on mobile with Encompass database Switched from [Blend](https://www.capterra.com/p/189005/Blend/) Company preferred SimpleNexus Review Source JR Jared R. Realtor Real Estate Used the software for: 6-12 months ### "Great platform " August 9, 2023 5.0 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 VR Verified Reviewer First Vice President Financial Services Used the software for: 6-12 months ### "SimpleNexus from a Sales Leader stance" December 19, 2018 4.0 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. Review Source DM Daryl M. Loan Officer Financial Services Used the software for: 6-12 months ### "So So" March 4, 2021 3.0 Great option to have, however also has a price and can be a distraction complicating a process. Pros The idea sounds great to be able to automate processes, however many times you still have to be involved. I like simply that it gives clients an option to use and it is useful I would say 50% of the time. It is ok. Cons 1\. Some clients are not able to use it and have to have a live person walk them through it. 2. Client document needs lists can be challenging or have to be manually configured to get correct docs needed. 3. Seems clunky to use with Encompass and not sure there is any benefit to use with CRM Surefire/ Top of Mind. 4. Support asks for specific examples when you let them know their mapping is not correct. Then asked for exact field numbers when there are around 10,000 fields. I would expect the company would want their product to be mapped better. Review Source BL Brandyn L. Loan officer Real Estate Used the software for: 2+ years ### "Super easy and attractive app" August 3, 2021 5.0 Excellent Pros It's makes life so much easier for the borrower to be able upload docs and check on the status of the loan. Cons Sometimes borrowers have issues entering in the authorization code Review Source RS Ray S. Vice President Banking Used the software for: 2+ years ### "Simplenexus " May 8, 2022 5.0 Slow at times Pros Flow from page to page but love the app Cons Too slow at times it freezes up which makes it frustrating Review Source MG Marnel G. Mortgage Loan Originator Financial Services Used the software for: 1-2 years ### "Great Product " September 4, 2022 5.0 It's fantastic and a game changer for my business Pros I love pre-approvals through this app. I don't always have my laptop with me and this comes in handy Cons I wish it had a calculator feature build in Review Source LE Lonna E. MLO Financial Services Used the software for: 1-2 years ### "Excellent Mortgage Software" June 30, 2022 5.0 Pros Ease of use both by the MLO and the vliect Cons No issues with this software what so ever Review Source VR Verified Reviewer Senior Loan Officer Financial Services Used the software for: 2+ years ### "Wonderful Application" December 18, 2018 5.0 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. Review Source lB lauren B. Operations manager Real Estate Used the software for: I used a free trial ### "Great app great product " November 24, 2021 5.0 Overall I had a really great experience with this product. I would use it again and recommend it to other users Pros The software was easy to use, easy to understand, easy to follow, easy for my partner and I to sign into from different locations etc. Cons I don’t have anything negative to say about this product outside of the suspense going to the loan process was the most difficult part Review Source Similar Products Featured