NEXUS

Photo & Identity

Used across NEXUS — email templates, signatures, campaigns, and proposals

Headshot photo - used for email signature and scheduling portal. Circle-cropped automatically.

First Name

Last Name

Display NameOptional — defaults to First Last. How you appear in NEXUS.

Contact & Notifications

How NEXUS and your clients reach you

EmailYour NEXUS account email.

Phone

Notification PhoneReceives platform SMS notifications from NEXUS — appointment reminders, document alerts, system updates. Message and data rates may apply; reply STOP to opt out at any time.

Work EmailEmail shown on proposals.

Credentials & Company

Professional details shown on proposals and signatures

Title

NMLS #

CompanyManaged in Organization settings

Account Info

Read-only account details

Organization

-

Role

-

Member since

-

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Business Card Generator

Generate a professional business card image from your profile. Used when sending intro texts via Autopilot.

Business Card Photo

Used for your digital business card

No photo

Full photo for card left panel - separate from your profile headshot

Company Logo

No logo

Managed in
Organization settings

Office Address - shared across all users in your org

LIVE PREVIEW

Card uses your Profile info. Update your profile for name, title, phone, email, and NMLS.

Change Password

For security, password changes are handled via email. Click below and we'll send a secure reset link to your inbox.

Two-Factor Authentication

Disabled

Add an extra layer of security to your account using a TOTP authenticator app.

Appearance

Theme and home screen layout

Theme

Dark or light mode across NEXUS.

Layout

Choose your home screen navigation style. Selecting one returns you to the home screen.

Notifications

Desktop alerts and sounds for platform events

Desktop notifications

Notification sound

Scoreboard

Live wins from around your company

Enable Scoreboard

See when others at your company close loans, submit applications, get campaign replies, or book appointments.

Anniversary Emails

Client follow-ups on closing anniversaries

Send closing anniversary emails

Automatically send a personalized email to your clients on the anniversary of their closing date. Only applies to loans closed through the Homebase status modal.

Send Preview

Send yourself a sample anniversary email.

Microsoft Email

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Dialpad

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Salesforce

● Coming Soon

Salesforce CRM integration - sync contacts, leads, and loan data. Coming soon.

Recaps

Automated activity summaries sent to your work email. Toggle off any you don't need.

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Booking LinkDisabled

Your public scheduling page

Enable Booking Page

When enabled, clients can schedule appointments at your link. When disabled, the link shows a "not available" page.

Booking URL Slug

Lowercase letters, numbers, and dashes only.

Page

Arrange the blocks on your public booking page — the builder shows your real page as you edit it

Page submissions

Messages and pre-qual leads from your page, newest first. Click one to open the contact.

Scheduling Rules

How appointments are offered on your booking page

Duration

Buffer

Min. Notice

Your Timezone

Your availability hours and booking slots are interpreted in this timezone.

Email & Display

Booking exposure in emails and on your public page

Include "Schedule a Call" in all outbound emails

Adds a booking button above your signature in every email sent from NEXUS.

Show phone number on public booking page

Display your phone number on the public booking page.

Welcome Message

This note shows at the top of your booking page. Keep it short and friendly. Leave it blank to use the standard line.

Booking Page Theme

Color scheme for your public booking page.

Availability

Click or drag to set your available hours — save with the bar below

Reminders

Appointment reminders for you and your clients

Reminder Times

When reminders are sent before appointments. Up to 3.

SMS Reminders

Send text reminders to both the client and yourself.

Text me when my appointment starts

One text to you about 5 minutes before each appointment begins. Your client gets nothing extra.

Client text reminders also require a connected texting integration.

Blocked Dates

Days your booking page will not offer appointments

You have unsaved changes

Subscription

Status:

Platform Updates

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Drafting Wheel

Your wheel, exactly as it opens: your company's slices in their order, then yours. Hide unlocked company slices you don't want.

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My Tickets

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Book a 1-on-1

Get personalized help from the NEXUS team

What do you need help with?

Tutorials

Learn how to use every module in NEXUS

Your trial has ended.

Select a month

Create Campaign

Edit Campaign

Add Contact

Edit Client Tracking

Status Distribution

Cross-Node Intelligence

Alerts

Monthly Production

Monthly Data

3-Month Moving Average

Seasonality Heatmap

Month-over-Month Velocity

Pipeline Funnel

Application Funnel

Loan Type Breakdown

Active Application Aging

Performance vs Market Rates

Seasonal Performance Score

Day-of-Week Patterns

Volume Momentum

Pipeline Health Score

Stage Duration Analysis

Drop-off Analysis

Best Performing Loan Types

Email Stats

Campaign Performance

Outreach Effectiveness

Monthly Payment Calculator

Affordability Calculator

Refi Break-Even Calculator

Rent vs Buy Comparison

DTI Calculator

Loan Comparison

VA IRRRL Savings Calculator

Commission Calculator

Create Campaign

Edit Campaign

Filter & Target

Review & Execute

Upload Your Business Card

Business Card Generator

Change Password

Two-Factor Authentication

Microsoft Email

Dialpad

Quo

Salesforce

Subscription

Platform Updates

Drafting Wheel

My Tickets

Book a 1-on-1

You're All Set!

Tutorials

Add Video

NEXUS Activity

Module Activity (Page Views)

User Breakdown

Reply Rate by Campaign Step

Classification Trend

Campaign Reply Analytics

LO Leaderboard

Time-of-Day Analysis

New Flyer

Send This Flyer

Manual Trigger

Team Activity

Company Activity

Branch Activity

Add Team Member

Starter Kit

Nexus Assistant

Run History