Loan origination pipeline
A complete 360° overview of every loan — origination volume, approval rates and financial summaries in real time, with search and filters across the whole pipeline.
Loan management software for lenders & brokers
Nexys is end-to-end software for loan origination, mortgage CRM, loan servicing and loan pricing — so a file moves from the first call to the final payoff without ever leaving the platform.
A 60-minute walkthrough on your own loan structures. No card required.
Someone on the Nexys team will reply within one business day to schedule your walkthrough.
The platform
Origination, CRM, documents, servicing and engagement — sharing one loan record, so nothing gets exported, re-keyed or reconciled between two systems.
A complete 360° overview of every loan — origination volume, approval rates and financial summaries in real time, with search and filters across the whole pipeline.
Comprehensive workflow solutions from application intake through processing and underwriting — customizable to the way your shop actually closes loans.
Effortless document creation for closing docs and everything around them, with automated generation and distribution built into the workflow.
In-depth solutions for managing and reporting finances after close — on the same loan record the file was originated on.
CRM and lead management integrated with the loan file — so your pipeline and your lending system aren't two separate products you pay for.
Integrated dialer, phone numbers, voicemail, call recording, MMS texting and email sending servers with open, click and bounce tracking.
How it works
Borrowers create an online application, use marketplaces and pricing engines, e-sign term sheets and complete the file — so loans arrive at underwriting ready.
The borrower or originator starts a quick application online.
Use the marketplace, pricing engine or deal room to get pricing options — ideal for brokers.
The borrower e-signs the term sheet, completes the full app and uploads required docs.
The loan file lands in underwriting complete — nothing to chase, nothing to re-key.
Borrower experience
A proprietary borrower portal, automated notifications, budget collaboration and an intuitive application process — across the products your shop funds.

Short-term files with a balloon at maturity, extensions handled in servicing.

Rehab budgets disbursed by draw and collaborated on inside the borrower portal.

Full draw schedules with collateral tracking straight through completion.

Long-term rental loans qualified on property cash flow and serviced in-house.
After the close
Closing is where two-system lenders start paying for the gap. On Nexys the loan is already there, so servicing picks up the same record underwriting signed off on.
No export step. No import step. No second version of the loan.
From Nexys customers
As a loan officer, this portal has significantly streamlined my workflow. The cloud-based access lets me view and manage loan details from anywhere, and the intuitive interface makes it easy for clients to upload documents, track their loan status, and apply for future loans.
Game changer — Nexys a 10 out of 10. The cloud-based access lets me manage loan details effortlessly from any location, and the tech simplifies the process for my clients, enabling them to upload documents, make payments and monitor their loan status easily.
Nexys has revolutionized loan management. Its cloud-based platform provides seamless access to loan information, and we are obsessed with the intuitive interface.
Bring a live deal to the demo — a bridge loan mid-draw, a DSCR file in underwriting, whatever's on your desk. We'll walk it from application through servicing in the platform.
Book a demoOr call (888) 247-4830 — toll free.