Simple Nexus Guide

Simple Nexus Guide

1. Points of Contact

   1. Technical Help:

      1. Call 855-684-2777

      2. Email [e-mail]

   2. Senior Product Trainer

      1. Jenna Mishler

      2. Call 855-684-2777

      3. Email [e-mail]

2. The Resource Center (https://www.asknexus.com/help) has a wide variety of materials that include videos/how to’s like…

   1. Videos that explain Loan Officer basics (click here) like…

      1. Beginner Training

      2. Getting Started/Sign-In

      3. Loans Tab

      4. Loan Task Feed

      5. Contacts Tab

      6. Sharing the App

      7. Adding Partners

   2. Videos that explain the Dashboard (click here)

      1. LO Dashboard

      2. App Settings

      3. App Users (borrowers) page view

      4. Doc Inbox

      5. Push Groups

   3. Loan Officer’s Account

      1. Edit email/text/app notifications – Click here

      2. Sharing the App – Click here

   4. Borrower Experience

      1. Multiple videos – Click here

   5. Borrower’s Application

      1. Send the borrower a reminder to complete the application - Click here

      2. View the loan details – Click here

      3. Using Optimal Blue – Click here

      4. Mortgage Calculator – Click here

      5. Verification of Assets (VOA) – Click here

      6. Sending a Pre-Qualification Letter – Click here

      7. Sending a Pre-Approval Letter – Click here

      8. Running Credit Reports – Click here

      9. Import an application into Encompass – Click here

   6. Document Management

      1. How to request documents in Encompass – Click here

      2. How to retrieve documents in Encompass – Click here

      3. Scan and Upload Documents – Click here

   7. Partners (e.g. Real Estate Agents)

      1. Add or Invite Partners to Loan – Click here

Here are some screenshots and key features of the Simple Nexus App

This is the default view/options for the borrower

You can edit what your client sees on their Home Page including adding web links to reviews and social media

You can add Private Links that only you the LO/LOA will see

You can view Credit Report info

There is a partial app that can be completed in Spanish

The Activity Feed Setting lets you decide what you the LO want to see AND what you want to see first

You can activate an App caller ID feature

Push Groups can send messages through the App but not via text or email

You can view the borrower’s application to see where they left off to help them along

The borrower can upload documents directly from the app. If the borrower sends you a picture/document you can upload via the “Send a File” option

You can remove Tasks so the borrower stops getting notifications for items

On the web, you can send a document for electronic signature via DocuSign

Sharing via the App:

• Open the App on your phone and click “Share this App”

• Select who you want to share with

• Enter in the person’s name, email and phone number

Sharing via the website:

• Navigate to http://www.prontobyalterra.com/ and login

• On the left-hand toolbar, select “Share App”

• Click the “Copy link” button and paste that to your email/messenger to share!