Floify vs nCino’s Mortgage Suite

Mortgage Automator

BNTouch Mortgage CRM

Encompass

Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth.

Your Mortgage CRM & Marketing Tools Anywhere.

Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 700+ five star reviews.

Encompass is a cloud-based origination system designed to help lenders of all sizes manage the origination and closure of loans via a unified portal. The platform includes artificial intelligence (AI) technology, which enables lenders to automate the borrower management operations.

Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more.

Activity Tracking

Alerts/Notifications

Audit Trail

Borrower Management

Client Portal

Communication Management

Compliance Management

Configurable Workflow

Credit Reporting

Customer Database

Customer Management

Customizable Branding

Customizable Templates

Data Import/Export

Digital Signature

Document Management

Document Storage

Document Templates

Electronic Applications

Electronic Signature

For Borrowers

For Brokers

Lead Management

Loan Management

Loan Origination

Loan Processing

Multi-Company

Online Applications

Pipeline Management

Pricing Management

Real-Time Reporting

Reminders

Reporting & Statistics

Residential Mortgages

Rules-Based Workflow

Search/Filter

Secure Data Storage

Status Tracking

Task Management

Template Management

Third-Party Integrations

Floify

Web-based

iPhone

Android

iPad

Blend

Basic

System Administrator

How it notifies all borrowers and encourages them to complete the application and reminds them on submitting all paperwork in a timely manner.

Broker/Owner

The idea that Floify tried to market insurance services to my clients without my knowledge or consent

Broker Owner

My customers report that it is super easy to use and the integration with Lending Pad works seamlessly

mortgage advisor

Customer Support

Borrower Document Management

Client Management

Integrations

Document Organization

Mid-size Business

Freelancers

Large Enterprises

Small Business

LendingWise 

LendingWise is an end-to-end digital lending platform that streamlines the loan origination process from application through closing, providing a modern, private-labeled experience for borrowers, brokers & the entire user base for many Private & Commercial Lending products including Bridge, Fix & Fl

Award-winning developer of mobile-first technology for modern mortgage lenders. As a leading homeownership platform, SimpleNexus unites the people, systems, and stages of the mortgage process into an end-to-end solution that spans engagement, origination, closing, and business intelligence.

Mortgages

Multi-Branch

Pre-Qualification

nCino’s Mortgage Suite

Chromebook

Windows

MBS Highway

Production Manager

They stripped a large number of customizations, adding time and effort to each and every loan application, and creating friction in the origination process.  

Default options are lackluster and underperforming, and the lack of customization options that were previously offered have been immensely burdensome as today's product is vastly inferior to the product

enginner

As i have used simple nexus for document verification for our company where we verified the document of the employee and managing them and help to keep track of the document and further processing is the best it give simple steps

Senior Consultant Team Lead

It has a smooth process for starting loans and a secure website for borrowers to check their loan status and talk to their loan officer.

Loan Officer/ Loan Officer Assistant

When I am sending a document to be electronically signed to a third party or borrower and i'm not able to see or pull up the document I sent. When I send a document to be e-signed and I was given the wrong email for a third party to sign with my borrowers and there's no option to pull open the document that is partially signed and resend to a different email or change the email that was incorrectly entered.

Ability to scan and upload documents- Push notifications to keep track of what conditions/documents are remaining - Easy electronic applications that free up your time!ETC!!

Processor

Our company has limited the e-sign process to be for licensed parties only. If there was way for unlicensed processors to request e-signatures in Encompass it would be great. But I think it is an issue with my company, not SimpleNexus.

Manager

Also, it helps in connecting lenders and borrowers seamlessly with complete transparency through its innovative platform.

Realtor

I can easily check in on my clients without calling the lender

Relationship manager

Keeps forgetting information and not inputting client information.

Every process activity from start to end is quite smooth which helps in earliest closure of loan sanctioning process without any hassle.

Android Developer

I use SimplyNexus for personal management of my loans, documents and other important financial related tasks, y it is extremely great

Loan Officer 

Automatic tasks sent when already provided.

Disclosure Specialist

The ability to send eSign documents to other people not on the loan file

loan officer

This offers communication, administration, sales information that is important to buyers and agents alike.  

It connects all lenders, agents, borrowers ,loan officers etc.

I am more organized, and able to flow through files because of the resources SimpleNexus offers.

They offer trial period to assess the platform inside out so that final decision should be strengthened.

Loan assistant

The features i like best are the esigning document sender and the importing of disclosures automatically when they come in.

Mortgage Loan Originator 

I wish it had a calculator feature build in

Senior Loan Officer 

Very functional and easy for borrowers to use!

Loan Originator 

Ease of use is great my clients love having the feature to send documents over the app.

Vice President 

Too slow at times it freezes up which makes it frustrating

Branch production manager 

It always requires the user to “sign up for a new account” if the user could just download the app and use it without putting on too much information more people would download the app.

Assistant

Security Analyst 

Mobile application and easy document uplof

Representative 

It would be better if the preview of documents did not auto close or time out so quickly when viewing on mobile devices.

When an application is submitted, it does not ask ALL the questions (previous residence, time, payment, etc..)

I see this as a tool for the future of my success.

Everything stays with the contact through the whole process.

Loan Officer

The loan officer assistants don't have access to the Loan Officer's account to pull docs or VOAs.

Investigator

It was a little bit of a pain to upload one or two documents at a time and have to submit it so you didn’t go over the size cap.

Easy to use for myself and my clients for loan pre qualification for

I was kept in top of the loan process from start to

everytime I go online to look at my benefits I have to restablish a new password which is not convenient at all.

Residential Shift Lead

Would recommend it a loan application process.

Loan Officer Assistant

I just am not sure how it looks from the borrower's side

Financial Recruiter

Nothing to do with a learning curve, it just works

SVP Chief Deposit Officer

The capacity of uploading needed information direct to the mortgage offficer.

Real estate agent

There were a few glitches a few days ago where I was not able to share the app.

Ease of use both by the MLO and the vliect

Difficulty for client to log in once they receive the link

need more access on mobile with Encompass database

User friendly and very easy to interact with

Home Buyer

Small pictures for my business logo that I have

Vice President Mason Inverstments, LLC

When first introduced to this software, I was skeptical; but it has proven to be very simple and easy to use.

Floify vs nCino’s Mortgage Suite Comparison (2026)

Floify

nCino’s Mortgage Suite

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives