Your LOs are sick of their CRM.
They don't complain. They just start doing their own thing, and you stop seeing the numbers you should.
NEXUS is the one they open on their own.
Where am I supposed to log this?
Still taking paper apps and running the pipeline in Excel?
Excel doesn't know a file stalled. The group chat doesn't total your quarter. NEXUS does both before you ask.
The spreadsheetNEXUS PipelineEvery number is a door.
Click any number and see the files behind it. Click a file and see everything about it, in order.
Click any number to see the files behind it.
Click any file to see its full story, in order.
Team leads see their team. Branch managers see their branch. You see everything.
Nothing sits quietly.
Every open file in your shop, what stage it's in, and how long it's been sitting. If a file stalls, it flags itself.
See every file, app to closing, in one row.
See how many days a file has been stuck. At 14, it turns red.
Urgent and on hold files sit at the top, in their own box.
Your MCR writes itself.
Every application, status change, and closed loan your LOs log is already MCR data. NEXUS carries it straight through the quarter — with an audit trail — so when the quarter closes, the worksheet is already full. The gate shows anything missing with a Fix button. You review, download the XML, and file.
Your LOs originate, and your MCRs are written behind the scenes.
NEXUS prepares. You review and file. Deterministic math, no AI in the path — you're the filer of record.
Software only works if they use it.
NEXUS onboarding is white glove. We set up your shop, build your templates, and train your LOs live, not with a video library. Your team is producing in it the first week.
We set up your shop
Accounts, templates, branding, and your pipeline stages, configured before day one.
We train your LOs
Live onboarding with your team. Questions answered in the room, not in a ticket.
You watch it fill
Files, comp, and the Call Report start building from the first week.
Yours will.
Three kinds of accounts. You only pay for two.
Every person in your shop gets a seat built for their job. Here is how the accounts break down.
Intake
An account built for taking applications and escalating them to your LOs or team leads.
Pro
The whole platform, for producers.
- Proposals over email or text
- Campaigns and automations
- The full 1003
- Texting from their own number
- Borrower portal under their name
Leadership
Every leadership seat in your shop, free.
- Team leads — their team's pipeline and dashboard
- Branch managers — their branch, every team in it
- Owners — the whole shop, plus comp and the Call Report
Everyone sees what their role allows. Nothing more.
You pay for producers, not for watching.
White glove onboarding included.
Security & Compliance
AES-256-GCM Encryption
Social Security numbers and birth dates are encrypted with the same standard banks use. They display masked, and every unmasking is permission based and recorded.
Two Factor Authentication
Every login requires a code from a phone app on top of the password. Required for every user, no exceptions.
Built for GLBA
Built to GLBA safeguards, in writing. Each company's data is walled off, and access to sensitive fields is logged. Ask for the security packet at your demo.
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.