# Page 3 | nCino’s Mortgage Suite Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

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nCino’s Mortgage Suite

4.8 (126)

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

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Last updated March 13th, 2026

# Page 3 - Reviews of nCino’s Mortgage Suite

## Showing most helpful reviews

Showing 51-75 of 126 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DS

Dawn S.  
Real Estate Agent  
Real Estate  
Used the software for: 2+ years

### "PreQualification at Your Fingertips "

August 6, 2022

5.0

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!

Review Source

CR

Cesar R.  
Financial Recruiter  
Financial Services  
Used the software for: 1-2 years

### "Efficient, Easy to Use!"

September 15, 2022

5.0

Pros

Fluid and simple UI with intuitive use. Nothing to do with a learning curve, it just works

Cons

None at this time. All the aspects of this are on par

Review Source

CR

Cynthia R.  
Loan Officer  
Real Estate  
Used the software for: 1-2 years

### "Great Product"

March 21, 2022

5.0

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

Review Source

SM

Sheila M.  
Vice President Mason Inverstments, LLC  
Investment Management  
Used the software for: Less than 6 months

### "Easy To Use Platform for Mortgage Closures"

July 29, 2022

5.0

When first introduced to this software, I was skeptical; but it has proven to be very simple and easy to use.

Pros

The simple format of tasks to complete as opposed to completed tasks is so easy to maneuver.

Cons

It seems to lag sometimes and that may be due to my own personal connectivity as opposed to the actual software.

Review Source

CH

Curt H.  
Loan officer  
Financial Services  
Used the software for: 2+ years

### "Loan Officer Front Line user "

January 9, 2022

5.0

Experience has been good

Pros

How easy it can be used by our clients.

Cons

Keeping track of what documents have been uploaded so the clients know exactly what is still needed.

Review Source

MM

Michael M.  
MC  
Banking  
Used the software for: 1-2 years

### "SimpleNexus Monile"

November 3, 2021

5.0

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

Review Source

LM

Laura M.  
Senior Mortgage Planner  
Financial Services  
Used the software for: 2+ years

### "Excellent platform! My clients love it and so do I!"

August 8, 2019

5.0

I am often out of the office and having an efficient tool that I can quickly text to prospects and to referral partners is invaluable. Technology that frees me from sitting at my desk is great!

Pros

Ease of use - especially from my mobile devices. Being able to text to share is excellent.

Cons

It would be great if closing costs could be incorporated into the quick calculations that are accessible to borrowers.

Review Source

DS

Dennis S.  
Branch production manager  
Financial Services  
Used the software for: 6-12 months

### "SimpleNexus is really simple "

April 21, 2022

5.0

I love it. It makes me look more professional.

Pros

The ease of use and the built in scanner

Cons

It always requires the user to “sign up for a new account” if the user could just download the app and use it without putting on too much information more people would download the app.

Review Source

AC

Amy C.  
Branch Manager  
Real Estate  
Used the software for: 2+ years

### "Loan originator"

August 3, 2021

5.0

Pros

Ease of use for our customers to upload their documentation.

Cons

When texting the link to our customers, the wording goes through several minutes before the link and causes confusion to the customer.

Review Source

VR

Verified Reviewer  
Realtor  
Real Estate  
Used the software for: 2+ years

### "A really good app for a Realtor and partnering mortgage lender"

April 15, 2022

4.0

Pros

It is easy to setup. The clients like it to communicate with the partnering lender.

Cons

It works slow for me on my iPhone 13 Pro Max when I am in the sharing screen or menu of the app.

Review Source

JJ

Jeff J.  
loan officer  
Retail  
Used the software for: Less than 6 months

### "First Impressions"

December 7, 2022

5.0

So far positive.

Pros

This is my first exposure to this program and I am without words to explain how impactful this may be with my business. This offers communication, administration, sales information that is important to buyers and agents alike. I see this as a tool for the future of my success.

Cons

So far, i have none. I just had my first training class today.

Review Source

JA

John A.  
MLO/ LPA  
Banking  
Used the software for: 6-12 months

### "Document gathering for applications "

August 9, 2021

5.0

Overall very satisfied

Pros

The ability to download documents needed for a file is paramount to me. Sometimes uploaded dibt take in encompass simple nexus is there to make sure I have correct info...

Cons

Not really any cons for what I use it for

Review Source

VR

Verified Reviewer  
Vice President of Finance and System Administration  
Financial Services  
Used the software for: Less than 6 months

### "Mobile App"

December 27, 2018

4.0

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.

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.

Review Source

VR

Verified Reviewer  
Security Analyst  
Defense & Space  
Used the software for: 6-12 months

### "Fantastic Product for Mortgage PoS"

June 16, 2022

5.0

Pros

Mobile application and easy document uplof

Cons

This product met my needs and expectations

Review Source

JC

Jessica C.  
Marketing Director  
Financial Services  
Used the software for: 6-12 months

### "The Mobile Solution We Needed!"

December 27, 2018

5.0

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.

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.

Review Source

YA

Yona A.  
Representative  
Financial Services  
Used the software for: 6-12 months

### "Great for mortgage loan officers "

March 17, 2022

5.0

Pros

I love that this platform allows for easy delivery to borrowers. It makes the process of collecting loan documents from borrowers easy. Users enjoy the ability to track the loan status and the ability to see all documents in one place. I would definitely recommend this software.

Cons

It would be better if the preview of documents did not auto close or time out so quickly when viewing on mobile devices.

Review Source

JT

Joy T.  
Loan Officer  
Real Estate  
Used the software for: 6-12 months

### "Can't live without my SimpleNexus Mortgage Platform"

August 2, 2019

5.0

I've had an overall great experience. clients are able to easily apply online and upload documents directly to me all with the use of their phone.

Pros

The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live. It also has a lot of information for the clients to do their own research.

Cons

The difficult portion for me as a new builder lender, was the pre-approval letter. it was very hard to customize.

Review Source

NR

Nicholas R.  
VP Mortgage Originator  
Financial Services  
Used the software for: 1-2 years

### "Mortgage app"

July 25, 2019

5.0

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

Review Source

RP

Randy P.  
Loan Officer  
Real Estate  
Used the software for: 2+ years

### "mortgage app"

August 2, 2019

5.0

I love it. It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.

Pros

I love the fact I can share my info and mortgage app with prospective buyers. I use the share feature of the app more than my business card. it is a great tool to get prospective clients applications started right away. I also enjoy the doc scan feature. it makes life a lot easier.

Cons

I have issues with notifications for business partners.

Review Source

BC

Becky C.  
Realtor  
Real Estate  
Used the software for: 2+ years

### "Excellent app "

June 13, 2022

5.0

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

Review Source

SJ

Stephan J.  
Sr. Loan Officer  
Financial Services  
Used the software for: 2+ years

### "LO App Simple Nexus "

August 23, 2022

5.0

Pros

Ease of use, user friendly and the features are excellent.

Review Source

BG

Braxton G.  
Loan Officer  
Financial Services  
Used the software for: Less than 6 months

### "Easy to Use and Easy for the customers"

August 9, 2021

5.0

This has been the easiest to use and best application system I have tried

Pros

I love the ablity to work on apps from my phone this has been a game changer

Cons

I would like to be able to add and remove documents requests in the initail phase

Switched from

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

Changed companies

Review Source

VR

Verified Reviewer  
SVP Chief Deposit Officer  
Banking  
Used the software for: Less than 6 months

### "A mortgage office at your fingertips!"

January 15, 2022

5.0

Wonderful product! Would highly recommend!

Pros

The capacity of uploading needed information direct to the mortgage offficer.

Cons

Wish there was a better way to attach files from email through the mobile app, but never seen this done easily elsewhere either!

Review Source

Myles L.  
Senior Systems Administrator  
Financial Services  
Used the software for: Less than 6 months

### "Great software addition!"

December 27, 2018

4.0

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.

Review Source

MM

Michael M.  
Sales Manager / Loan Originator  
Banking  
Used the software for: 1-2 years

### "Must have product to gain more trust in converting loan apps"

July 25, 2019

5.0

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.

Review Source

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