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SimpleNexus

Paid

All‑in‑one mortgage CRM that streamlines lead management, loan pipelines, and client communication.

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4.6 Editor Rating
Vetted Score
4.6 / 5.0

Earns a high score for its comprehensive mortgage‑specific features, intuitive UI, and strong integration ecosystem, though pricing may be steep for very small teams.

Key Features
Unified Lead Capture

Automatically ingest leads from websites, portals, and third‑party sources into a single dashboard.

Automated Loan Pipeline

Track each loan stage with drag‑and‑drop boards, real‑time alerts, and customizable workflows.

Integrated Communication Hub

Send emails, texts, and e‑signatures directly from the platform, with activity logs for compliance.

Frequently Asked Questions

Yes, a 14‑day free trial is available with full access to all core features before committing to a paid plan.

SimpleNexus is cloud‑based and works on any modern web browser, plus native iOS and Android apps for on‑the‑go access.

Absolutely; the platform allows you to add, rename, or reorder stages to match your brokerage’s specific workflow.
Specifications
Pricing Model Subscription‑based SaaS with tiered plans ranging from $49/mo for basic teams to $299/mo for enterprise features.
Supported Platforms
Web (browser‑based)iOSAndroid