nCino's Mortgage Suite Features
What are the features of nCino's Mortgage Suite?
Loan Services
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM
Client Management
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM
Core Functionality
- Integrations
- Customization
- Document Management
Borrower Tools
- Borrower Portal
- Comparison
Lender Tools
- Loan Pipeline
- Workflows
- Mobility
Top Rated nCino's Mortgage Suite Alternatives
nCino's Mortgage Suite Categories on G2
Filter for Features
Loan Services
LOS Integration - Mortage CRM | Based on 19 nCino's Mortgage Suite reviews. Easily integrates with loan origination solutions | 99% (Based on 19 reviews) | |
Alerts - Mortgage CRM | As reported in 22 nCino's Mortgage Suite reviews. Facilitates the creation and maintenance of relevant notifications for important dates | 96% (Based on 22 reviews) | |
Lender Relationship - Mortgage CRM | Based on 22 nCino's Mortgage Suite reviews. Facilitates communication and relationship nurturing between lenders and loan officers | 100% (Based on 22 reviews) | |
Compliance - Mortgage CRM | As reported in 21 nCino's Mortgage Suite reviews. Facilitates or integrates with tools that ensure loan compliance | 95% (Based on 21 reviews) |
Client Management
Contact Management - Mortgage CRM | Stores and manages contacts, leads, and prospects This feature was mentioned in 21 nCino's Mortgage Suite reviews. | 99% (Based on 21 reviews) | |
Real Estate CRM - Mortgage CRM | As reported in 20 nCino's Mortgage Suite reviews. Organizes prospect and client pipelines to align with loan and real estate requirements | 99% (Based on 20 reviews) | |
Email Marketing Automation - Mortgage CRM | Automates email or other marketing campaign efforts This feature was mentioned in 18 nCino's Mortgage Suite reviews. | 97% (Based on 18 reviews) |
Loan Management
Pipeline Management | Manages the full loan pipeline. | Not enough data | |
Interest Billing | Creates interest billing statements. | Not enough data | |
Risk Management | Tracks and manages loan-related risk. | Not enough data | |
Reporting | Creates reports around loan pipeline, contractor activity, draws, and more. | Not enough data |
Construction Project
Project Tracking | Tracks construction projects through completion. | Not enough data | |
Order Management | Tracks construction project orders. | Not enough data | |
Compliance Management | Manages both construction project compliance and loan-specific compliance. | Not enough data | |
Budget Tracking | Manages and provides line-item breakdowns of project budgets. | Not enough data |
Collaboration
Borrower Portal | Contains a portal for borrowers to check and update loan-related information. | Not enough data | |
Contractor Portal | Is accessible from a mobile device and by users on the go. | Not enough data | |
Payments | Collects borrower payments. | Not enough data |
Core Functionality
eSignature | Provides built in e-signature capabilities for document signing. | Not enough data | |
eNote | Provides borrowers the ability to digtially sign and send the relevant promissory note. | Not enough data | |
eVault | Contains an e-vault for document storage | Not enough data | |
eNotarization | Allows notaries to notarize relevant documents electronically. | Not enough data | |
Integrations | As reported in 19 nCino's Mortgage Suite reviews. Integrates with other relevant lending software, specifically loan origination systems and digital mortgage closing solutions. | 98% (Based on 19 reviews) | |
Customization | Based on 17 nCino's Mortgage Suite reviews. Allows lenders to customize fields and portal layout. | 94% (Based on 17 reviews) | |
Document Management | As reported in 20 nCino's Mortgage Suite reviews. Provides loan document templates and a repository in which loan documents are housed. | 98% (Based on 20 reviews) |
Document Management
Document Preview | Allows all parties to review relevant documents prior to close. | Not enough data | |
Document Library | Contains a library of pre-built document templates. | Not enough data |
Interoperability
MERS Integration | Integrates with the Mortgage Electronic Registry System (MERS). | Not enough data | |
LOS Integration | Integrates with loan origination systems. | Not enough data |
Borrower Tools
Borrower Portal | Based on 21 nCino's Mortgage Suite reviews. Provides lenders with a borrower portal to collect documents and streamline borrower interactions. | 95% (Based on 21 reviews) | |
Comparison | Based on 18 nCino's Mortgage Suite reviews. Provides borrowers with a loan comparison tool. | 97% (Based on 18 reviews) |
Lender Tools
Loan Pipeline | As reported in 17 nCino's Mortgage Suite reviews. Contains a dashboard for lenders to view their pipeline of loans from application to close. | 100% (Based on 17 reviews) | |
Credit Pull | As reported in 15 nCino's Mortgage Suite reviews. Automates borrower credit pulls. | 99% (Based on 15 reviews) | |
Workflows | As reported in 17 nCino's Mortgage Suite reviews. Allows for the creation and customization of application workflows. | 98% (Based on 17 reviews) | |
Mobility | As reported in 21 nCino's Mortgage Suite reviews. Provides a mobile-optimized application portal. | 98% (Based on 21 reviews) |
