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Homebase

Track loans, comp, and pipeline status month by month.

Pipeline

Launchpad

Automated multi-step email campaigns with smart scheduling.

Campaigns

Backseat

Set it and forget it — timed follow-ups for credit, seasoning, and rate watches.

Follow-Up

Deepdive

Production analytics, trends, and commission tracking.

Analytics

Wingman

Filter and target contacts by status, type, amount, or date — then act.

Targeting

Blueprint

Build and send loan proposals with live email preview.

Proposals

Handshake

Full 1003 applications with MISMO 3.4 XML export.

Applications

Autopilot

Full texting inbox and multi-step SMS campaigns.

Messaging

Workbench

Live rates, FOMC countdown, and 7 mortgage calculators.

Tools
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NEXUS

Submit a Ticket

Homebase ?
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Select a month
# Borrower Program IRRRL Comp Pay Amount Rate Status Phone Email Notes
Launchpad ?
0
Active Enrollments
0
Pending Drafts
0
Sent This Week
0
Reply Rate
0%
▶ Activity Feed

Reply Engine - How Your Replies Get Handled

Manage Campaigns

Click a campaign to view

Create Campaign

Edit Campaign

Add Contact

Blueprint ?
Blueprint History
Template
Subject Line
Client Info
Client Name
Client Email
Add CC recipient(s)
Include "Schedule a Call" Button
Show Headshot
Show Company Logo
Proposed Loan
Loan Type
Loan Amount
Interest Rate %
Term
Monthly P&I
Monthly Escrow
Total Payment
$0
Cash Out Amount
Include Rate
Show Loan Amount
Show Lender
Skipped Payments
Escrow Refund Check
Closing Timeline days
Include Refinance Comparison
LO Note
Launchpad Integration
Enroll in Campaign
Delivery
Send Email
Send Text
EMAIL PREVIEW
LIVE RENDER

Client Not Enrolled in Any Campaign

Are you sure you want to send without enrolling? Nexus recommends enrolling every Blueprint client into at least one campaign.

Backseat ?
Total Clients
0
Active
0
Due This Week
0
Enable Radar — rate monitoring
%
Also notify the client when target is reached ?

Edit Client Tracking

Manage Templates

Click a template to view
Initial Email (sent when client is added)
Insert:firstNamelastNameemail
Recurring Email (sent on schedule)
Insert:firstNamelastNameemail
Final Email (sent near end date)
Insert:firstNamelastNameemail
Deepdive ?
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

Workbench

?
DAILY BRIEF
Loading brief...
NEXT FED MEETING
Loading...
-- DAYS
10YR Treasury · 30 Days
-- -- -- -- --
CME FEDWATCH
--% hold --% cut
10-Year Treasury
--
30-Year Fixed
--
VA Rate (est.)
--
Conv. minus 0.375%
FHA Rate (est.)
--
Conv. minus 0.25%
30-Day Comparison
Rate Today 30 Days Ago Change
Source: Yahoo Finance · FRED / Federal Reserve · Freddie Mac · CME FedWatch · Refreshed every 5 min during market hours
Calculators

Monthly Payment Calculator

Affordability Calculator

Refi Break-Even Calculator

Rent vs Buy Comparison

DTI Calculator

Loan Comparison

Scenario A
Scenario B

VA IRRRL Savings Calculator

Commission Calculator

Wingman ?
1
Filter & Target
Loan Status
Loan Type
Date Range
Amount
$
—
$
Rate
%
—
%
Smart Presets
Tags
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Configure filters to preview targets
2
Review & Execute
Action
Apply filters in Step 1 to see targetable clients

Create New User

Edit User

Reset Password

Nexus Assistant

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Hi! I'm the Nexus assistant. Ask me anything about the platform - how features work, where to find things, or how to get started.
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