nCino's Mortgage Suite Features

Easily integrates with loan origination solutions

Facilitates the creation and maintenance of relevant notifications for important dates

Facilitates communication and relationship nurturing between lenders and loan officers

Facilitates or integrates with tools that ensure loan compliance

Stores and manages contacts, leads, and prospects

Organizes prospect and client pipelines to align with loan and real estate requirements

Automates email or other marketing campaign efforts

Manages the full loan pipeline.

Creates interest billing statements.

Tracks and manages loan-related risk.

Creates reports around loan pipeline, contractor activity, draws, and more.

Tracks construction projects through completion.

Tracks construction project orders.

Manages both construction project compliance and loan-specific compliance.

Manages and provides line-item breakdowns of project budgets.

Contains a portal for borrowers to check and update loan-related information.

Is accessible from a mobile device and by users on the go.

Collects borrower payments.

Provides built in e-signature capabilities for document signing.

Provides borrowers the ability to digtially sign and send the relevant promissory note.

Contains an e-vault for document storage

Allows notaries to notarize relevant documents electronically.

Integrates with other relevant lending software, specifically loan origination systems and digital mortgage closing solutions.

Allows lenders to customize fields and portal layout.

Provides loan document templates and a repository in which loan documents are housed.

Allows all parties to review relevant documents prior to close.

Contains a library of pre-built document templates.

Integrates with the Mortgage Electronic Registry System (MERS).

Integrates with loan origination systems.

Provides lenders with a borrower portal to collect documents and streamline borrower interactions.

Provides borrowers with a loan comparison tool.

Contains a dashboard for lenders to view their pipeline of loans from application to close.

Automates borrower credit pulls.

Allows for the creation and customization of application workflows.

Provides a mobile-optimized application portal.

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Automatically fetches and syncs data from credit bureaus, CRMs, and banking systems.

Uses AI to autonomously plan and execute underwriting processes, including credit checks, risk scoring, and fraud detection.

Reviews applications, identifies missing data, requests documents, and advances files autonomously.

Uses AI to classify uploaded documents and extract key information.

Allows exporting reports in Excel, CSV, PDF, or Google Sheets formats.

Enables building customized reports for internal teams and stakeholders.

Presents lending data, performance metrics, and risk insights visually.

Logs all system activities for compliance, reporting, and transparency.

Limits data access based on roles and permissions.

Conducts identity verification and monitors suspicious transactions.