Made By LOs,For LOs.

The platform that runs your pipeline, follows up with your clients, and closes more loans while you focus on what matters.

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The Platform

Everything You Need, All in One Place

Stop juggling six tools. One login, one dashboard, one system that talks to itself.

Enroll in multistep email campaign
Blueprint

Proposals That Close Deals

Choose a template, fill in the numbers, and send a polished branded proposal over email or text in under 60 seconds. Text delivery is a first in the industry.

1

Choose Your Template

Pick from one of the many templates available. Each one is built for the scenario and branded to you.

2

Fill in the Numbers

Enter the loan details and watch the proposal update live. Toggle sections on or off to match what your borrower needs to see.

3

Send It Anywhere

Deliver via email or text message directly from your number. Your borrower gets a polished proposal on their phone in seconds. No other platform lets you text a full loan proposal.

Your Borrowers See You

A Polished, Professional Experience

Every touchpoint your borrower has is branded to you. Your name, your photo, your colors. They never see NEXUS.

Borrower Portal

Clients check loan status, upload documents, and message you directly. Branded to your name with your headshot.

Borrower Portal

Booking Page

Prospects book directly into your calendar. No third party scheduling tools, no extra subscriptions.

Booking Page
0%

of sales require 5 to 12 follow ups to convert.

Are you following up 5 to 12 times with every lead you pitch?

What if you didn't have to?

Set It and Forget It

Enroll
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Step 8
Step 9

Build multistep email and SMS sequences that send on your schedule, from your inbox and your number. When a borrower replies, NEXUS detects it and takes the next step automatically.

Passive Drip · Step 3 of 8
Aggressive Refi · Step 1 of 5
Rate Drop Alert · Step 2 of 4
New Lead Welcome · Step 4 of 6
VA IRRRL Outreach · Step 1 of 3
Cash Out Equity · Step 5 of 7
Closing Follow Up · Step 2 of 3
Passive Drip · Step 3 of 8
Aggressive Refi · Step 1 of 5
Rate Drop Alert · Step 2 of 4
New Lead Welcome · Step 4 of 6
VA IRRRL Outreach · Step 1 of 3
Cash Out Equity · Step 5 of 7
Closing Follow Up · Step 2 of 3
Passive Drip · Step 3 of 8
Aggressive Refi · Step 1 of 5
Rate Drop Alert · Step 2 of 4
New Lead Welcome · Step 4 of 6
VA IRRRL Outreach · Step 1 of 3
Cash Out Equity · Step 5 of 7
Closing Follow Up · Step 2 of 3
Passive Drip · Step 3 of 8
Aggressive Refi · Step 1 of 5
Rate Drop Alert · Step 2 of 4
New Lead Welcome · Step 4 of 6
VA IRRRL Outreach · Step 1 of 3
Cash Out Equity · Step 5 of 7
Closing Follow Up · Step 2 of 3
No Pitch Nurture · Step 6 of 10
Birthday Drip · Step 1 of 2
Anniversary Check In · Step 3 of 4
Pre Approval Nudge · Step 2 of 5
Referral Request · Step 1 of 3
Dead Lead Revival · Step 4 of 8
Holiday Touchpoint · Step 1 of 1
No Pitch Nurture · Step 6 of 10
Birthday Drip · Step 1 of 2
Anniversary Check In · Step 3 of 4
Pre Approval Nudge · Step 2 of 5
Referral Request · Step 1 of 3
Dead Lead Revival · Step 4 of 8
Holiday Touchpoint · Step 1 of 1
No Pitch Nurture · Step 6 of 10
Birthday Drip · Step 1 of 2
Anniversary Check In · Step 3 of 4
Pre Approval Nudge · Step 2 of 5
Referral Request · Step 1 of 3
Dead Lead Revival · Step 4 of 8
Holiday Touchpoint · Step 1 of 1
No Pitch Nurture · Step 6 of 10
Birthday Drip · Step 1 of 2
Anniversary Check In · Step 3 of 4
Pre Approval Nudge · Step 2 of 5
Referral Request · Step 1 of 3
Dead Lead Revival · Step 4 of 8
Holiday Touchpoint · Step 1 of 1

Automate Everything

Meet Conductor, the automation builder that runs your pipeline so you can stay focused on borrowers.

New Reply
Pause
Classify
Text
Book

Drag, Drop, Done

Build automations visually. No code, no complexity. Connect triggers, actions, and decisions in minutes.

Never Miss a Reply

When a borrower responds, the automation pauses your campaign, reads the reply, and takes the next step.

Campaign: Aggressive Drip, Step 3
June
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Books Itself

Extract appointment preferences from the conversation and book directly into your included NEXUS scheduling page. No back and forth.

Trigger
Send Email
Enroll Campaign
AI Decision
Delay
Add Note
Notify LO
Pause Campaign
Create Portal
Fork
Enroll SMS Campaign
Smart Reply
Text Client
Add to Backseat
Wait for Event
Update Field
Classify Reply
Send Portal Link
Yes/No Decision
Create Event
Webhook
Appointment Scheduler
Deactivate Portal
Book Appointment
Custom Classification
Trigger
Send Email
Enroll Campaign
AI Decision
Delay
Add Note
Notify LO
Pause Campaign
Create Portal
Fork
Enroll SMS Campaign
Smart Reply
Text Client
Add to Backseat
Wait for Event
Update Field
Classify Reply
Send Portal Link
Yes/No Decision
Create Event
Webhook
Appointment Scheduler
Deactivate Portal
Book Appointment
Custom Classification
Trigger
Send Email
Enroll Campaign
AI Decision
Delay
Add Note
Notify LO
Pause Campaign
Create Portal
Fork
Enroll SMS Campaign
Smart Reply
Text Client
Add to Backseat
Wait for Event
Update Field
Classify Reply
Send Portal Link
Yes/No Decision
Create Event
Webhook
Appointment Scheduler
Deactivate Portal
Book Appointment
Custom Classification
Trigger
Send Email
Enroll Campaign
AI Decision
Delay
Add Note
Notify LO
Pause Campaign
Create Portal
Fork
Enroll SMS Campaign
Smart Reply
Text Client
Add to Backseat
Wait for Event
Update Field
Classify Reply
Send Portal Link
Yes/No Decision
Create Event
Webhook
Appointment Scheduler
Deactivate Portal
Book Appointment
Custom Classification

Actions and Triggers

Every trigger and action, ready to drop into any workflow you build.

CONNECTS TO YOUR TOOLS

Microsoft
Google Workspace
Dialpad
Salesforce
Twilio
Microsoft
Google Workspace
Dialpad
Salesforce
Twilio
Microsoft
Google Workspace
Dialpad
Salesforce
Twilio
Microsoft
Google Workspace
Dialpad
Salesforce
Twilio
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Trusted by 30+ Loan Officers

Every month, the average NEXUS user gets:

0
Proposals Sent
0
Replies Captured
0
Appointments Booked
0
Hours Saved
N
YOU

Based on real platform data

Security & Compliance

AES-256-GCM Encryption

All sensitive data encrypted at rest with industry standard AES-256-GCM. Per value random IVs with tamper detection.

Two Factor Authentication

Required for every user. Time based one time passwords via authenticator app. No SMS vulnerabilities.

GLBA Compliant

Built for mortgage professionals. Data isolation per organization. Full audit logging on sensitive field access.

Ready to Take Control?

NEXUS is a secure, invite only platform built for mortgage professionals. Request a demo to see how it can streamline your workflow.