How to work with borrower files created by the SimpleNexus integration (Enterprise Only)

This integration is available on the Enterprise version of Mortgage Coach only.

If you have the SimpleNexus integration turned on, you should be receiving new files in Advice Engine every time one of your applicants creates or updates an application using the SimpleNexus app.

As the loan file progresses in Encompass (or other connected LOS), the data is sent back to SimpleNexus, which is then sent back to your borrower record to update the first loan scenario on your TCA so that the loan information is kept current based on the LOS.

As you work with the file in the Advice Engine, you have some options to:

1. Show a pending version of the presentation until you are ready for the borrower to see all of the completed options.
2. Lock the file against future LOS updates to stop the LOS from updating the first loan scenario going forward.

Please see the following video walkthrough for a detailed review of how to use these features:

Check out this video: https://vidmark.mortgagecoach.com/watch/6yDi8ceSYrQkhCvuzCc6RC?