nCino’s Mortgage Suite (formerly SimpleNexus) Overview

nCino transforms financial institutions by digitizing and reengineering business processes, leading to increased efficiencies and enhanced customer experiences. Tailored for the financial services sector, nCino's platform addresses modern challenges with intelligent solutions that streamline operations and improve client interactions. Built by industry insiders, it offers a unique perspective, ensuring that the platform meets the specific needs of banks and credit unions. The result is a significant return on investment through optimized workflows and a better customer journey, positioning institutions to thrive in a competitive market.

Use Cases

Customers recommend Loan Management, Pipeline Management, Collaboration, as the business use cases that they have been most satisfied with while using nCino’s Mortgage Suite (formerly SimpleNexus).

Other use cases:

  • Engaging And Following Up
  • Digital Signature
  • Products & Pricelist Management
  • Contact List Management
  • Sales Commission Management
  • Helpdesk Management
  • White Labeling
See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using nCino’s Mortgage Suite (formerly SimpleNexus).

Other priorities:

  • Improve ROI
  • Improve Visibility
  • Improve Digital And Social Presence
  • Increase Sales & Revenue
  • Improve Internal Communications
  • Improve Stakeholder Relations
  • Scale Best Practices
  • Establish Thought Leadership
See all business priorities See less business priorities

nCino’s Mortgage Suite (formerly SimpleNexus) Use-Cases and Business Priorities: Customer Satisfaction Data

nCino’s Mortgage Suite (formerly SimpleNexus) works with different mediums / channels such as Offline. Events. Trade Shows etc.

nCino’s Mortgage Suite (formerly SimpleNexus)'s features include Alerts: Popups & Notifications, and Calculator. and nCino’s Mortgage Suite (formerly SimpleNexus) support capabilities include 24/7 Support, Email Support, Chat Support, etc. also nCino’s Mortgage Suite (formerly SimpleNexus) analytics capabilities include Analytics, and Custom Reports.

Reviews

"...It is primarily designed to help midsize to large lenders handle loan pipelines, manage communications and track referrals...." Peer review

Peer review evidence (same sources as the product rating summary)

"...Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures all on the go. ..." SimpleNexus Helps Raise $17,500 for Families of Hospitalized Children as Sponsor of 9th Annual Security National Charity Golf Classic
"...Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures all on the go. ..." SimpleNexus Ranks 102 on Deloitte s 2019 Technology Fast 500
"...Email Lori@LBAWare.com to schedule a meeting with LBA Ware Founder and CEO Lori Brewer at The Mortgage Collaborative s Winter Conference, February 17-19 in Austin. ..." Sales Jobs; Construction, Marketing Products; Impressive Agency Earnings

nCino’s Mortgage Suite (formerly SimpleNexus), belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

SimpleNexus and nCino Mortgage Suite streamline mortgage processes through automation. Customer experience and operational efficiency are enhanced by integrated digital solutions.

Popular Business Setting

for nCino’s Mortgage Suite (formerly SimpleNexus)

Top Industries

  • Financial Services
  • Real Estate
  • Banking

Popular in

  • Mid Market
  • Small Business
  • Enterprise

nCino’s Mortgage Suite (formerly SimpleNexus) is popular in Financial Services, Real Estate, and Banking and is widely used by Mid Market, Small Business, and Enterprise.

nCino’s Mortgage Suite (formerly SimpleNexus) Customer wins, Customer success stories, Case studies

How can nCino’s Mortgage Suite (formerly SimpleNexus) optimize your Loan Management Workflow?

How can nCino’s Mortgage Suite (formerly SimpleNexus) optimize your Pipeline Management Workflow?

How can nCino’s Mortgage Suite (formerly SimpleNexus) optimize your Collaboration Workflow?

What solutions does nCino’s Mortgage Suite (formerly SimpleNexus) provide for Engaging And Following Up?

How efficiently Does nCino’s Mortgage Suite (formerly SimpleNexus) manage your Digital Signature?

11 buyers and buying teams have used Cuspera to assess how well nCino’s Mortgage Suite (formerly SimpleNexus) solved their CRM needs. Cuspera uses 378 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

Cornerstone First Mortgage - Mortgage Lending - Medium

nCino Mortgage POS Wins Cornerstone First Mortgage as Client

San Diego, USA

nCino has secured Cornerstone First Mortgage as a client for its Mortgage Point of Sale solution, enhancing customer experience and supporting national expansion. This adoption highlights the importa...nce of front-end experience infrastructure in mortgage lending as a competitive differentiator.

Read on →
 

ConnectOne Bank - Financial Services - Medium

ConnectOne Bank Builds Future of Commercial Lending on nCino's AOS

Englewood Cliffs, USA

ConnectOne Bank is deploying nCino's Agentic Operating System to enhance its commercial lending operations. By integrating AI capabilities, ConnectOne aims to increase banker productivity by 50%. The... deployment has already reduced document search times by 97.5% and increased user adoption by 41% in 10 weeks. nCino's platform supports ConnectOne's goal of operational efficiency and competitive advantage.

Read on →
 

ConnectOne Bank - Financial Services - Medium

ConnectOne Bank is Building the Future of Commercial Lending on nCino's ...

Englewood Cliffs, USA

ConnectOne Bank is enhancing its commercial lending operations by deploying nCino's AI capabilities, including the Banking Advisor and custom AI agents. This deployment aims to improve operational ef...ficiency by 50%, significantly reducing task times and increasing productivity. The initiative underscores ConnectOne's commitment to leveraging AI for competitive advantage.

Read on →

Hiroshima Bank - Banking - Large

Hiroshima, Japan

Hiroshima Bank used the nCino Platform to overhaul its consumer lending operations. The bank replaced paper-based workflows with a centralized cloud system. This change covers all steps from applicat...ion to contract for mortgage, apartment, and unsecured loans. Staff can now handle more cases and spend more time with customers. The goal is to cut response times to about 10 minutes and improve customer convenience.

 

Allied Irish Banks (AIB) - Banking - Large

Dublin, Ireland

nCino helped Allied Irish Banks cut loan drop-off rates by 24%. Funds now reach customer accounts in as little as 17 minutes, down from up to six weeks. 94% of AIB customers use DocuSign for digital ...document signing. 74% of loans are processed through auto decisioning. AIB is going paperless, improving efficiency and reducing environmental impact. The bank has lent over €2 billion since adopting nCino.

lightning

Peers used nCino’s Mortgage Suite (formerly SimpleNexus) for loan management and pipeline management

nCino’s Mortgage Suite (formerly SimpleNexus) Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.60/5

Read Reviews (7)
Custom Reports

4.43/5

Read Reviews (24)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.60/5

Read Reviews (7)
Custom Reports

4.43/5

Read Reviews (24)

nCino’s Mortgage Suite (formerly SimpleNexus) Integrations

nCino’s Mortgage Suite (formerly SimpleNexus) integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import
Data Export

Software Failure Risk Guidance

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for nCino’s Mortgage Suite (formerly SimpleNexus)

Overall Risk Meter

Low Medium High

Top Failure Risks for nCino’s Mortgage Suite (formerly SimpleNexus)

nCino Inc. News

Product

nCino (NCNO) Launches Mortgage MCP As Its Undervalued Narrative Faces A ...

nCino has launched Mortgage MCP, an AI-driven addition to its Mortgage Suite, enhancing lenders' workflow automation. This product expansion aims to broaden nCino's platform capabilities beyond loan origination, offering cross-sell and up-sell opportunities. The launch is part of nCino's strategy to leverage AI in reshaping financial services.

Product

nCino Releases Mortgage MCP

nCino has launched Mortgage MCP, a new capability allowing lenders to connect AI agents directly to the nCino Mortgage Suite via Model Context Protocol. This integration enhances mortgage workflows by enabling tasks to be executed through natural language commands, reducing the need for manual screen navigation and improving efficiency.

Product

nCino Rolls Out More AI-Driven Innovations

nCino has introduced new AI-driven innovations in its Mortgage Suite to enhance loan origination and borrower experiences. The updates include AUS Smart Tasks for simplified underwriting and a Refi Opportunity Analyzer for identifying refinance candidates. Expanded features in Mortgage Advisor and Doc Validation aim to improve borrower satisfaction and reduce processing errors.

Product

nCino Analyst Digital Partner Cuts Commercial Relationshi…

nCino has introduced the Analyst Digital Partner, a role-based AI agent that enhances portfolio risk management and relationship reviews in commercial banking. This AI agent, part of nCino's Commercial Lending platform, reduces review times by 60-70%, allowing financial institutions to shift from annual to daily risk assessments. The AI's rapid deployment and integration into existing workflows highlight its potential for widespread adoption and operational efficiency gains.

nCino Inc. Profile

Company Name

nCino Inc.

Company Website

https://www.ncino.com/

HQ Location

Wilmington, NC

Employees

101-250

Social

Financials

PRIVATE