Phone system
Integrated dialer, phone numbers, voicemail, call monitoring, scripts, and recording, all in one place.
Hi! Any update on my Fix & Flip file?You're cleared to close - term sheet is ready to e-sign.Just signed. 🎉
Home Mortgage CRM
Client relationshipsA Mortgage CRM that turns leads into funded loans
Centralize client information, capture and nurture leads, and prioritize high-potential prospects with automated lead scoring, all inside the platform you originate in.
In short: The Nexys Mortgage CRM captures and scores leads and keeps every call, text, and email on the borrower record, so more of your pipeline converts to funded loans, all inside the platform you originate in.
Lead management
Capture, track, and nurture every lead
The integrated Nexys Mortgage CRM manages client information in one place to enhance communication and relationship building, while automated scoring helps you focus on the prospects most likely to convert.
- Automated lead scoring and prioritization to lift conversion rates
- Detailed tracking for timely, personalized follow-ups
- Centralized client data shared across your whole team
- Full-funnel visibility from first touch to funded
Everything your mortgage company needs
A CRM built for mortgage brokers and loan officers
Sophisticated pipeline management, automated marketing, and lead conversion tools, so no opportunity slips through the cracks.
Convert more
Score your leads, prioritize the winners, and follow up on time
Automated lead scoring focuses your team on high-potential prospects, while detailed tracking keeps every follow-up timely and personal, so more of your pipeline funds.
1inbox for every call, text, and email
Book a Demo Engagement, built in
Every conversation in one inbox
Reach your market without bolting on another tool, calling, texting, and email are native to Nexys mobile.
Text, GIFs & MMS
Message your market straight from Nexys mobile with all your favorite providers.
Texting
SMS & MMSGIFsYour providers
Email servers
Track opens, clicks, and bounces on drip campaigns and keep the thread in one inbox.
Email
Drip campaignsOpen & click trackingBounce handling
Unified profiles
Every call, text, and email attaches to the borrower record automatically.
Fix & Flip · $420KM. AlvarezUnderwriting
DSCR · $1.2MBridge2FlipRate locked
Ground Up · $2.4MMoney WarehouseDocs out
Bridge · $780KBH CapitalFunded
Follow-through
Every task, note, and follow-up in one workspace
Track real estate transactions, store borrower information, and monitor the progress of each loan without the hassle, so borrowers stay informed at every stage and feel valued.
- Task and approval tracking across your whole team
- Loan change requests and notes attached to the file
- Timely, personalized follow-ups that build trust
- Continuous data insight to improve service delivery
When a file funds, your whole team sees it happen.How to choose a mortgage CRM
What to look for in a CRM for mortgage brokers
Choosing the right CRM is crucial to your operations. These are the factors that separate a system your team adopts from one that gathers dust.
- Real-time data integration so accurate information is always at your fingertips
- Lead scoring systems to assess and focus on high-potential clients
- Integrated email, text, and phone that keep every interaction in one place
- Automation of routine tasks so you can concentrate on closing deals
- Pipeline transparency with precise tracking and forecasting
- Customizable dashboards that match your unique workflows
- Advanced reporting that turns data into actionable insight
- Security & compliance with industry standards for client data
Built for how you work
More than managing contacts
Referrals
Referral & lead management
Maximize lead conversion and track the success of every mortgage referral with tools built to nurture long-term relationships.
Integrations
Third-party apps
Connect your existing tools (data analysis, marketing automation, lead generation) into one cohesive ecosystem.
Automation
Pipeline automation
Automate follow-ups, segment leads for targeted campaigns, and capture every detail from first contact to funded.
One platform
Explore the rest of the platform
Origination, CRM, servicing, and pricing share one source of truth, add the pieces your team needs next.
Loan Origination SoftwareEnd-to-end origination, underwriting, and closingExplore Loan Origination Software
Get started
See the Nexys CRM on your pipeline
Book a demo and watch lead scoring, engagement, and origination work as one system.
