[ nCino's... Reviews ](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) [ nCino's... Reviews ](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) # nCino's Mortgage Suite Features ##### ## Loan Services (6) LOS Integration - Mortage CRM Easily integrates with loan origination solutions Alerts - Mortgage CRM Facilitates the creation and maintenance of relevant notifications for important dates Lender Relationship - Mortgage CRM Facilitates communication and relationship nurturing between lenders and loan officers Compliance - Mortgage CRM Facilitates or integrates with tools that ensure loan compliance Commercial Mortgages Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Client Management (16) Contact Management - Mortgage CRM Stores and manages contacts, leads, and prospects Real Estate CRM - Mortgage CRM Organizes prospect and client pipelines to align with loan and real estate requirements Email Marketing Automation - Mortgage CRM Automates email or other marketing campaign efforts Workflow Management Create, design and manage workflows for repetitive tasks Loan Management Distribution and delivery of funds to approved borrowers Document Management Store, manage, and track all electronic documents in a centralized location Escrow Management Automate maintenance of escrow accounts on behalf of borrowers Property Tax Management Calculation of consumption tax imposed on properties Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Borrower Management Searchable database of information about loan borrowers Pricing Management Tool used to determine accurate pricing and product eligibility for borrowers Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Refinance Management Task Management Create, manage and track all task activities and progression Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Residential Mortgages Show More ##### ## Loan Management (4) Pipeline Management Manages the full loan pipeline. Interest Billing Creates interest billing statements. Risk Management Tracks and manages loan-related risk. Reporting Creates reports around loan pipeline, contractor activity, draws, and more. Show More ##### ## Construction Project (4) Project Tracking Tracks construction projects through completion. Order Management Tracks construction project orders. Compliance Management Manages both construction project compliance and loan-specific compliance. Budget Tracking Manages and provides line-item breakdowns of project budgets. Show More ##### ## Collaboration (3) Borrower Portal Contains a portal for borrowers to check and update loan-related information. Contractor Portal Is accessible from a mobile device and by users on the go. Payments Collects borrower payments. Show More ##### ## Core Functionality (7) eSignature Provides built in e-signature capabilities for document signing. eNote Provides borrowers the ability to digtially sign and send the relevant promissory note. eVault Contains an e-vault for document storage eNotarization Allows notaries to notarize relevant documents electronically. Integrations Integrates with other relevant lending software, specifically loan origination systems and digital mortgage closing solutions. Customization Allows lenders to customize fields and portal layout. Document Management Provides loan document templates and a repository in which loan documents are housed. Show More ##### ## Document Management (2) Document Preview Allows all parties to review relevant documents prior to close. Document Library Contains a library of pre-built document templates. Show More ##### ## Interoperability (2) MERS Integration Integrates with the Mortgage Electronic Registry System (MERS). LOS Integration Integrates with loan origination systems. Show More ##### ## Borrower Tools (2) Borrower Portal Provides lenders with a borrower portal to collect documents and streamline borrower interactions. Comparison Provides borrowers with a loan comparison tool. Show More ##### ## Lender Tools (4) Loan Pipeline Contains a dashboard for lenders to view their pipeline of loans from application to close. Credit Pull Automates borrower credit pulls. Workflows Allows for the creation and customization of application workflows. Mobility Provides a mobile-optimized application portal. Show More ##### ## Agentic AI - Construction Loan Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Digital Mortgage Closing (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Loan Origination (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Mortgage CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI (4) Cross-System Integration Automatically fetches and syncs data from credit bureaus, CRMs, and banking systems. Multi-Step Planning Uses AI to autonomously plan and execute underwriting processes, including credit checks, risk scoring, and fraud detection. Autonomous Task Execution Reviews applications, identifies missing data, requests documents, and advances files autonomously. Autonomous Task Execution Uses AI to classify uploaded documents and extract key information. Show More ##### ## Reporting & Analytics (3) Export Capabilities Allows exporting reports in Excel, CSV, PDF, or Google Sheets formats. Custom Reports Enables building customized reports for internal teams and stakeholders. Dashboards & Visualizations Presents lending data, performance metrics, and risk insights visually. Show More ##### ## Compliance & Security (3) Audit Trails Logs all system activities for compliance, reporting, and transparency. Role-Based Access Control Limits data access based on roles and permissions. KYC/AML Compliance Conducts identity verification and monitors suspicious transactions. Show More ##### ## Additional Functionality (91) Third Party Loan Origination Loan Servicing Process of collecting loan interest and escrow payments from a borrower. Outsource Processing Pre-Qualification The initial step in the mortgage workflow Loan Origination Process of securing a loan from a bank or any other lender. Visual Presentation Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities For Brokers Used by brokers Credit Reporting Report customer payment history and outstanding debts to credit bureaus Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Client Database Electronic storage of stakeholder contact information HUD Settlement Statements Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Government Loans For Borrowers Promissory Notes Multi-Branch Expand services to areas outside of the home location, functioning as an extension of the home location. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Lender Search Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Document Storage Store and organize documents in a centralized system Marketing Automation Automate workflows and trigger campaigns based on customer actions Contact Management Manage, organize, and store contact information Amortization Schedule Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Customer Statements Reports that show customers their invoices, payments, and balance on the account Electronic Applications Payment Tracking Track sent and received payments, invoices, and bills. API Application programming interface that allows for integration with other systems/databases Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Workflow Management Create, design and manage workflows for repetitive tasks Online Applications Ability to fill out and submit application forms on the web Audit Trail A record of all activities within the system, including user access, changes made, etc. Payment Collection Tracking, managing, and initiating the transfer of funds for overdue customer payments Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Status Tracking Track the status over time for a request, process, asset, or transaction Scheduling Plan availability and assign specific time slots for tasks and resources Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Document Storage Store and organize documents in a centralized system Activity Tracking Track and document all activities across devices, networks, and other systems Data Import/Export Import and export data to and from software applications Loan Processing Collect, organize, and prepare loan information to send to the lender for approval Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics For Commercial Business Provides commercial businesses with funds to finance various needs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Generative AI Use AI to generate content in the form of text, images, videos, etc. Configurable Workflow Configure existing workflows to meet your organization's needs Financial Management Plan, manage, and track the financial activities of an individual or organization Loan Origination Process of securing a loan from a bank or any other lender. Customizable Reports Alter the layout and content of reports Loan Portfolio Management Assess and control risks associated with the credit process of each loan portfolio/account Secure Data Storage Securely stores data to prevent data loss or breaches ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Client Portal Private online space that lets businesses securely share documents and provide information access to clients Document Management Store, manage, and track all electronic documents in a centralized location Borrower Management Searchable database of information about loan borrowers Credit Check Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments Risk Assessment Initiate collection and analysis of known risks Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Real-Time Reporting Active reporting of data and metrics CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Contact Management Manage, organize, and store contact information Automated Decisioning/Underwriting Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Customizable Branding Add customized logos and colors to align with company branding Task Management Create, manage and track all task activities and progression Loan Management Distribution and delivery of funds to approved borrowers Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Template Management Create, save, and re-purpose templates for emails, forms, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Client Management Manage contact details and communication with clients Electronic Signature Digitally sign online documents Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Task Scheduling Track and manage the scheduling of tasks Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Approval Process Control Manage the process of evaluating documents or requests submitted for approval Multi-Company Manage the accounting and financial aspects of multiple locations or companies in a single location Electronic Payments Electronically collect payments for goods or services Pricing Management Tool used to determine accurate pricing and product eligibility for borrowers Customer Management Store and organize information about customers and previous interactions Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Show More ## 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