NEXYS

Services

Loan Origination Software
Mortgage CRM
Loan Servicing
Loan Pricing

Resources

Loan Origination System Workflow
Loan Origination System
PricingContact us
NEXYS
BlogsAbout UsFAQSubmit a Support Ticket

Contact US

(888) 247 4830 (Toll free)info@nexys.com

Corporate Office

8206 Louisiana Blvd NE a 3583, Albuquerque, NM 87113
© Copyright 2025. All Rights Reserved. | Terms Of Service| Privacy Policy

Loan Origination System

(Click on topic to jump to page)

Nexys Loan Origination Platform Search

Browse the Resource

Ratesheets

Appraisal

Navigating Tasks

Individual Task Actions

Adding a New Task Project

Pipeline Sections

Turn Times

Navigating the Loan Pipeline

Searching Loans

Servicing Pipeline

Reports

Navegating Resources

Adding a New Resource

Qualify: Loan Sizer and Loan Structure

Loan Details

Exception Requests

Pricing and Rate Sheet

Ineligible Products

Rate Calculation

Generate Your Loan Term Sheet

Structure Histories

Additional Admin Level Items in Loan Details

Loan Overview

Navigating the Loan Overview

Parties and Pull Through Ratios

Creating Additional File for this Borrower

Loan Application

Sending Application to Borrower

Completing the Loan Application

Assets and Overriding

Asset Verification

Track Record and Overriding

Additional Entity Members

Signing the Loan Application

Sandbox Mode

Credit Report

Loan Submission

Estimated Closing Date

Loan Submission Conditions

Parties

Locking a Rate

Lock Extensions and Relocks

Generating Submission Status Letters

Status Changes

Restructure Loan Release

Quick links

Conditions

Loan Details Tab

Documents Tab

Notification Tab

Underwriting Tab

Conditions Template

Navigating Conditions

Loan Change Request

Messaging Capabilities

Payment Information

Closing Calendar

Loan Intake

DataVerify SSA

DataVerify 4506

DataVerify Drive

SmartLinx Person Report

Originator Lock Info and Investor Commitment Info

Margin/Markup & Profit and Pricing

Tasks in a File

Notes

Appraisal Review

Expiration Dates

Underwriting Summary

Appraisal Information

NY Transactions

Escrow Holdback Agreement

General

Allonge

Assignment

Transfer Letter

Servicing Transfer

Shipping Information

Purchase Advice Buyer

Purchase Advice Seller

Cross River Assignment Docs:

Closing Screen

Construction Lien Waiver

Interest Reserve Draw

Servicing Documents

Construction Draw Request

Trust Ledger

Sending Draw Review Request and Approval Emails

Inform Subservicer to Issue Draw

Participation

Default Tracking

Loan Extensions

Servicing Notes

Sending Budget to Borrower

Reviewing Submitted Budget

Requesting Revisions

Contractor/Builder Application

Sending Application to Contractor and Completion Steps

Messaging and Approving Contractor

Invoice

Funding

Amortization Schedule

Manage Borrowers

Edit Profile & Info

Accounts

Overview

Create New User

Temporarily Assign Tasks to Other Users

Broker, Table Funder, or Correspondent

Conditions and Templates

Adding a New Condition

UW Condition Templates

Loan Set Up Condition Templates

Tasks

Rolodex

Investors & Servicers

Email Templates

Servicing Notes

Loan Term Sheet Template

Broker Agreement Template

Closing Cost Setup

Invoice Fee Template

Appraisal Review Conditions

Reviews Template

Vendors

Permissions

Home Page Credit Box

Login Page Notifications:

Company Broadcast

Broker Approval Categories

Resources Broadcast

Appraiser/Settlement Agent/Contractor

Stripe Management

Expiration Date

Configuration

Correspondent Approval Categories

Table Funder Approval Categories

Contractor Approval Categories

Loan Status Restrictions

Reviews

Account Executives

Landing Learn More

Loan Structure Tooltips

Loan Actions

Secondary Marketing

Lock Desk Business Hours

User Activity

Main Navigation Tabs

Main Navigation Tabs

Once logged in, you will land on the Pipeline Dashboard, which is the first tab of the Main Navigation Tabs.

Pipeline Sections

Pipeline Status, Loan Pipleline, and Turn Times

FooterLogo

Customizable Loan Origination Software for Mortgage Lenders, Professionals, Brokers, and Loan Officers.

Nexys, Your Cloud Based Real Estate CRM, Loan Origination Software for Loan and Lending services, Loan Management, Loan Origination Systems, Lending Management

Book a Demo

What is a Loan Origination System?

How to Navigate Our Resource Page?

Who is Nexys Loan Origination Software Designed For?

What Features Set Nexys Loan Origination Software Apart?

How Does Nexys Improve Loan Processing Efficiency?

What are the Security Measures in Nexys Software?

How is Nexys Loan Origination Software Priced?

How Does Nexys Integrate with Other Financial Tools?

Is Nexys Loan Origination Software Customizable?

What Kind of Support Does Nexys Offer?

Related Articles