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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

SimpleNexus serves as a comprehensive homeownership platform that brings together individuals, systems, and various phases of the mortgage process into a unified, efficient solution. By enhancing your mortgage production model and optimizing existing workflows with top-notch integrations, SimpleNexus boosts operational efficiency across the board. With a single login, the platform simplifies every aspect of the mortgage transaction, offering a cohesive experience within one interface. Acknowledged as the premier digital mortgage platform, it caters to loan officers, borrowers, and real estate agents alike. This user-friendly app facilitates seamless connections between loan officers, borrowers, and real estate professionals from any location, making communication and data sharing straightforward throughout the entire loan life cycle. Moreover, loan officers can efficiently oversee their loan pipelines, request credit reports, perform pricing assessments, and issue pre-approvals, all while on the move, ensuring that they remain productive and responsive in a fast-paced environment. As such, SimpleNexus not only enhances collaboration but also empowers stakeholders with tools that adapt to their dynamic needs.

Description

Introducing a cutting-edge CRM that prioritizes automation at its heart. Intuitive and user-centered, it is crafted with an emphasis on enhancing the user experience. The interface is straightforward, with buttons and forms placed in logical contexts that are easy to navigate. Built on a contemporary framework, this system is constructed from the ground up, incorporating the latest security measures, speed enhancements, and scalable design principles, making it robust, efficient, and up-to-date. Suitable for a variety of sectors, it is adaptable and customizable for any industry, having proven its reliability in challenging fields like Student Loan Consolidation, Debt Management, and Mortgage services. Additionally, there is a dedicated client portal that allows users to log in for real-time updates, seamlessly linking with the CRM for functions such as receipt management, progress tracking, issue resolution, document uploads, and information updates. With automation at play, your employees will be effectively guided and supported by the system, ensuring a streamlined workflow and increased productivity. This innovative approach not only simplifies processes but also enhances overall operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon No 
Asterisk No 
Authorize.Net No 
CompenSafe Yes 
ConformX Yes 
Docusign No 
Encapture Yes 
Finicity Yes 
Five9 No 
FormFree Yes 
Kinective Bridge Yes 
Lendware Yes 
PayPal No 
Profituity No 
SOLEX Yes 
Stripe No 
Surefire CRM Yes 
Ytel No 

Integrations

Amazon Yes 
Asterisk Yes 
Authorize.Net Yes 
CompenSafe No 
ConformX No 
Docusign Yes 
Encapture No 
Finicity No 
Five9 Yes 
FormFree No 
Kinective Bridge No 
Lendware No 
PayPal Yes 
Profituity Yes 
SOLEX No 
Stripe Yes 
Surefire CRM No 
Ytel Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$50 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

SimpleNexus

Founded

2014

Country

United States

Website

simplenexus.com

Vendor Details

Company Name

Skywave

Founded

2016

Country

United States

Website

skywave.app

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management Yes 
Customer Database No 
Digital Signature Yes 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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