nCino’s Mortgage Suite Reviews

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.

Integration with our LOS is not pain free...but such is life if you use a legacy LOS as we do.

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

Automatic tasks sent when already provided.

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.

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.

The easy to use interface and client notifications

Not more abilities to customize or personalize

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.

I don't have any least feature or negative comment for this software.

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

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

Ease of use, very useful when assisting clients

Everything about this software works, no cons yet

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.

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.

Very informative app for the entire home mortgage process! Great integrated tools!

The software was great, no issues were observed.

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

Sometimes the e sign feature does mot work properly

Easy of use.
Compatibility with Encompass

need more access on mobile with Encompass database

customer's really like uploading docs and sending secure

moving around from our system to yours

All in one signing of docs, easy set up for clients

better integration needed by our company

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.

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

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

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

How easy it can be used by our clients.

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

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

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

Ease of use for our customers to upload their documentation.

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

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...

Not really any cons for what I use it for

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.

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

Ease of use and convenient for sending Agent mortgage preapproval letters.

Some small delays when pulling up my pipeline in my phone app, but very minimal

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

I have not found any difficulties with the use of this software