SimpleNexus Overview

This is a summary of the comprehensive capabilities and benefits of SimpleNexus based on over 378 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

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.

Do you need to check if SimpleNexus is right for your needs? Our Cuspera AI engine can evaluate how SimpleNexus fits your specific business needs, industry, and context. Get your personalized assessment report today.

SimpleNexus supports business activities such as:

  • Loan Management
  • Pipeline Management
  • Collaboration
  • Engaging And Following Up
  • Digital Signature

SimpleNexus can help you with many business goals, such as Acquire Customers, Enhance Customer Relationships, Improve ROI, Improve Visibility, Improve Digital And Social Presence, etc. It can help manage these activities if you use Offline Events Trade Shows etc. for these needs. As a solution, SimpleNexus's capabilities include Alerts: Popups & Notifications, and Calculator.

SimpleNexus Financial Services Vertical is its biggest customer base.

Reviews

"...Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures all on the go. ..." SimpleNexus advances initial release of Closing Portal to help lenders meet urgent consumer demand for mobile mortgage closing solutions

Cuspera Reviews

10 buyers and buying teams have used Cuspera to assess how well 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.

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using 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

Use Cases

Peers recommend Loan Management , Pipeline Management , Collaboration , as the business use cases that they have been most satisfied while using SimpleNexus.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Loan Management

4.85/5 ★

Read Reviews (15)

"...Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures all on the go. ..." SimpleNexus advances initial release of Closing Portal to help lenders meet urgent consumer demand for mobile mortgage closing solutions
Pipeline Management

4.83/5 ★

Read Reviews (13)

"...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
Collaboration with Offline, Events and Trade Shows

4.70/5 ★

Read Reviews (9)

"...SimpleNexus (https://simplenexus.com/), developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the release of the SimpleNexus Closing Portal, a new feature that enables lenders to securely collaborate with settlement service providers for streamlined closing package delivery and will pave the way for hybrid mortgage closings. ..." SimpleNexus advances initial release of Closing Portal to help lenders meet urgent consumer demand for mobile mortgage closing solutions
PEER EXPERIENCES
Loan Management

4.85/5 ★

Read Reviews (15)

"...Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures all on the go. ..." SimpleNexus advances initial release of Closing Portal to help lenders meet urgent consumer demand for mobile mortgage closing solutions
Pipeline Management

4.83/5 ★

Read Reviews (13)

"...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
Collaboration with Offline, Events and Trade Shows

4.70/5 ★

Read Reviews (9)

"...SimpleNexus (https://simplenexus.com/), developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the release of the SimpleNexus Closing Portal, a new feature that enables lenders to securely collaborate with settlement service providers for streamlined closing package delivery and will pave the way for hybrid mortgage closings. ..." SimpleNexus advances initial release of Closing Portal to help lenders meet urgent consumer demand for mobile mortgage closing solutions

19+ more Business Use Cases

Our AI advisor, Wyz, harnessed 378 insights from peers and experts to help you assess how these SimpleNexus use cases fit your CRM needs.

Based on peer insights

Cuspera recommends SimpleNexus for

Use Cases Loan Management , Pipeline Management , Collaboration
Medium Offline, Events, Trade Shows
Features Alerts: Popups & Notifications, Calculator
Business Priorities Acquire Customers, Enhance Customer Relationships, Improve ROI
Industries Financial Services, Real Estate, Banking

Popular Business Setting

for SimpleNexus

Top Industries

  • Financial Services
  • Real Estate
  • Banking

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Peers used SimpleNexus to Acquire customers and Enhance customer relationships

Peer and Expert Opinion on Features

for SimpleNexus

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Alerts: popups & Notifications

4.72/5 ★

Read Reviews (18)
Calculator

3.29/5 ★

Read Reviews (13)
FEATURES RATINGS AND REVIEWS
Alerts: popups & Notifications

4.72/5 ★

Read Reviews (18)
Calculator

3.29/5 ★

Read Reviews (13)

IT and Other Capabilities

for SimpleNexus

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.66/5 ★

Read Reviews (34)
Data Export

4.56/5 ★

Read Reviews (23)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.66/5 ★

Read Reviews (34)
Data Export

4.56/5 ★

Read Reviews (23)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.49/5 ★

Read Reviews (39)
Email Support

4.26/5 ★

Read Reviews (4)
Chat Support

4.16/5 ★

Read Reviews (3)
Phone Support

4.16/5 ★

Read Reviews (3)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.49/5 ★

Read Reviews (39)
Email Support

4.26/5 ★

Read Reviews (4)
Chat Support

4.16/5 ★

Read Reviews (3)
Phone Support

4.16/5 ★

Read Reviews (3)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.60/5 ★

Read Reviews (7)
Custom Reports

4.43/5 ★

Read Reviews (24)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.60/5 ★

Read Reviews (7)
Custom Reports

4.43/5 ★

Read Reviews (24)

Software Failure Risk Guidance

?

for SimpleNexus

Overall Risk Meter

Low Medium High

Top Failure Risks for SimpleNexus

Vendor Profile Details

Company Name

SimpleNexus

HQ Location

2000 W Ashton Blvd, #500, Lehi, Utah 84043, US

Employees

101-250

Social

Financials

PRIVATE