Built by LO's.
For LO's.

NEXUS gives loan officers a unified platform to track loans, automate follow-ups, manage campaigns, and analyze production — all in one place.

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9
Integrated Modules
24/7
Cloud Hosted
100%
Your Data, Your Control

One Platform. Every Deal. Start to Close.

Click the command center to explore.

NEXUS CLICK TO EXPLORE HOMEBASE LAUNCHPAD BACKSEAT DEEPDIVE WINGMAN BLUEPRINT HANDSHAKE WORKBENCH AUTOPILOT

Everything You Need. Nothing You Don't.

Nine modules built specifically for how loan officers actually work.

Homebase

Your pipeline at a glance. Track loans by month, monitor comp and commission, manage statuses, and move deals forward with one click.

Pipeline

Launchpad

Automated email campaigns with multi-step sequences. Set keywords, enrollment triggers, and follow-up timing — then let it run.

Campaigns

Backseat

Long-term client follow-up tracking. Set timeframes for credit improvement, seasoning, or rate watches — get notified when it's time to act.

Follow-Up

Deepdive

Production analytics and trends. See your numbers over time — volume, units, commission, projections, and IRRRL tracking.

Analytics

Wingman

Smart client targeting with advanced filters. Build targeted campaign lists by loan status, type, amount, and date — then execute in one click.

Targeting

Blueprint

Loan proposal generator with live email preview. Build rate alerts, milestone updates, and nurture campaigns — copy HTML or send direct.

Proposals

Handshake

Full 1003 loan applications with borrower, employment, income, and property details. MISMO 3.4 XML export for direct LOS import.

Applications

Autopilot

Quick-send business cards and intro messages via iMessage. Template system with processor routing and contact logging.

Messaging

Workbench

Mortgage tools for loan officers. Live market rates, FOMC countdown, 7 built-in calculators, and one-click copy to share with clients.

Tools

Not a Dashboard. A Brain.

NEXUS doesn't just store your data. It reads, thinks, and acts on it.

Other Dashboards
You enter data. You pull reports. You do the work.
Week 1
NEXUS automates your campaigns, tracks your pipeline, sends follow-ups.
Month 1
NEXUS learns your patterns. It scores leads, detects ghosting, predicts fallout.
Month 3+
NEXUS runs your business. Cross-sells, win-backs, rate moves — before you ask.
Email intelligence
  • Reads borrower replies, understands intent, kills campaigns automatically
  • Parses processor condition emails and fires targeted doc requests to borrowers
  • Detects rate lock expirations from lender emails and escalates before it's too late
  • Schedules outreach to land in each borrower's peak engagement window based on their actual behavior
Rates drop 25bps — 50 borrowers get a hyper-specific email within an hour. Your competitors are still writing a generic blast.
Pattern recognition
  • Detects ghosting early — reply times degrading from 2hrs to 2 days triggers an alert
  • Predicts fallout based on communication patterns from your last 3 lost deals
  • Tracks your personal seasonal patterns — not industry averages, YOUR closing history
  • Monitors comp trajectory and tells you exactly how many closings you need to hit target
"Smith file has a 70% chance of falling out based on communication patterns. Recommend a phone call today."
Borrower intelligence
  • Tracks referral chains and identifies your super-connectors for VIP treatment
  • Cross-sell detection — VA borrowers above market rate get personalized refi outreach with their numbers
  • Resurrects stale leads with "things have changed" emails using their specific updated figures
  • Life event triggers — tax reassessments, seasoning windows, rate gaps — all monitored and acted on
Borrower closed 2 years ago at 7.5%. Market is at 5.75%. NEXUS calculates the refi case and reaches out — before they call a competitor.
Defensive intelligence
  • Detects rate shopping — borrower asks about a specific competitor offer, you respond with precision
  • Audits every outbound email for RESPA, TILA, CAN-SPAM compliance before it sends
  • A/B tests subject lines across your drip list and optimizes based on real open rates
  • Builds an objection library from your own best responses — learns your proven language
One compliance violation costs more than a year of NEXUS. Every email is audited before it leaves.

Security & Compliance

🔒
AES-256-GCM Encryption
All sensitive data encrypted at rest with industry-standard AES-256-GCM. Per-value random IVs with tamper detection.
🛡️
TOTP Two-Factor Auth
Time-based one-time passwords via authenticator apps. No SMS vulnerabilities. Configurable device trust.
📋
GLBA Compliant
Built for mortgage professionals. Data isolation per organization. Full audit logging on sensitive field access.

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.

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