SimpleNexus

Surefire CRM Integration Partner

SimpleNexus

Benefits of Using SimpleNexus and Surefire Together

The SimpleNexus partnership facilitates an unparalleled client experience by being within reach anytime, and anywhere through a mobile interface. Connecting Surefire and SimpleNexus POS (point of sale), creates a measurable return on investment by reducing turn times, guiding borrowers through each stage of the homebuying process, increasing loan application submissions, nurturing new prospect relationships, and converting more leads into loans. Every agent, attorney, CPA, Financial Planner or builder, added to SimpleNexus is automatically synced as a referral contact in Surefire. This feature enables a seamless process by which to communicate effectively with all your referral partners.

Key Features

  • Contact records are established in Surefire when a borrower or a referral partner downloads the LO’s SimpleNexus app to their phone. This enables Surefire’s powerful rule-based workflows to immediately engage in real-time. Timely, effective, and relevant content is then pushed to the contact from the start.
  • In addition, a bi-directional sync agent pulls your contact list from Surefire and updates it in SimpleNexus automatically.

SimpleNexus is the digital mortgage platform that enables lenders to originate and process loans from anywhere. The company’s best-in-class, easy-to-use app connects loan officers to their borrowers and real estate agents to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures — all on the go. Contact Details https://www.simplenexus.com Founded in 2010 Located in Lehi, UT

Common Questions

What is SimpleNexus?

SimpleNexus is the leading digital mortgage platform for loan officers, borrowers and real estate agents. The best-in-class, easy-to-use app connects loan officers to their borrowers and real estate agents from anywhere, allowing all parties to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing and send pre-approvals — all on the go.

What are the Key Features of SimpleNexus?

SimpleNexus provides an easy to use tool that makes the borrowers buying journey a easy one.  Borrowers can easily search for homes. submit a loan application, compare mortgage calculation options, scan and upload loan documents, review and sign disclosures, and get complete visibility into the progress of their loan using the lenders fully branded mobile app.Right from their smartphone, loan originators also get all the tools they need to pull and view credit, issue pre-qualification letters, run pricing scenarios, manager appraisals, request and view verification of assets, and sign disclosure documents all while syncing real-time with your loan origination and CRM systems. They also get complete visibility into the loan status of their full loan pipeline.

Does SimpleNexus offer a mobile application?

SimpleNexus offers an easy to use mobile application accessible to loan originators, borrowers and referral partners. A borrower can go from home search to loan close all within the mobile application. More information on the mobile application information is up to date on their website. 

Can SimpleNexus integrate with Loan Origination Systems?

SimpleNexus integrates with many LOS systems. . Integration information for SimpleNexus is up to date on their website.

Does SimpleNexus offer a Free trial?

Currently, SimpleNexus does not offer a free trial. To learn more about product offerings and pricing, request a demo. 

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