Name: MeridianLink Mortgage
Author: MeridianLink

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Push Notifications

Development

Association Management

Audit

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

On-Demand Payment

Payroll

Professional Employer Organizations (PEO)

Recruitment Automation

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

Cloud Storage

Fraud Detection

HTML Editors

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Managed Print

Network Access Control (NAC)

Network Performance Monitoring

Network Virtualization

Secure Email Gateway

Solid State Drives

Static Application Security Testing (SAST)

Static Code Analysis

Storage Area Network

Virtual Desktop Infrastructure (VDI)

Virtual Private Network (VPN)

Virtualization Management

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Consumer Ratings & Reviews

Content Management

Data Management

Email Management

Email Marketing

Graphics

Marketing Automation

Marketing Resource Management

Personalization Engines

Presentation

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales

Insider Risk Management

Security

Auto Repair

Forestry

HIPAA Compliance

Insurance Agency Management

Legal Research

OSS/BSS (Operations Support/Business Support)

Trucking Software

Vertical-Specific

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### Workflow Management
Users consistently praise MeridianLink Mortgage's workflow management for its adaptability and efficiency in streamlining processes. The ability to customize workflow rules, tasks, and notifications has been highlighted as a key strength, allowing for smoother operations and quicker file processing. While some users have suggested areas for improvement, such as more granular control over permissions and a dated consumer portal, overall, the consensus leans towards the positive impact of MeridianLink Mortgage's workflow management capabilities on operational efficiency and productivity.

### Customization and Integration
Reviewers consistently highlight MeridianLink Mortgage's customization and integration strengths, emphasizing the platform's ability to fully customize processes, implement workflow rules, and integrate with various vendor systems. Users appreciate the open APIs and web services that enable them to create custom tools and portals tailored to their specific needs. While some users express minor concerns about the cost of customization and the lack of certain customizable features, overall, MeridianLink Mortgage is recognized for its effective customization and integration capabilities that enhance operational efficiency and workflow management.

### Loan Origination Systems
While some users appreciate the availability of APIs and web services for pulling and saving loan file data, others express concerns about the system's speed and the need for better field mapping to avoid duplicate inputs. Additionally, users have highlighted the lack of certain features such as customizable loan statuses and additional fields, which have been requested for an extended period without implementation. Despite these drawbacks, users acknowledge the system's simplicity and ease of use, albeit with the caveat that it may require developer intervention for more complex loan management tasks.

### User Experience and Navigation
While some users appreciate the simplicity and intuitiveness of MeridianLink Mortgage's user interface for navigation, others find issues with the placement of fields and the need to access multiple screens to complete tasks efficiently. The system's ease of use seems to be more suited for smaller mortgage companies, with mixed feedback on its adaptability for larger organizations. Additionally, concerns were raised about the cost associated with customizing certain screens and the lack of control over settings for users.

### Customer and Technical Support
Users consistently praise MeridianLink Mortgage's outstanding customer and technical support capabilities. The support staff is described as super friendly, responsive, and always available to assist with any queries or issues that may arise. Customers appreciate the prompt and helpful responses from the support team, highlighting their expertise and dedication to ensuring a smooth user experience. Additionally, users value the continuous updates and improvements made by the support team to enhance the overall functionality of the platform.

### Training and Resources
Users generally find MeridianLink Mortgage's training process to be straightforward and efficient, making it easier to onboard new team members. While some users appreciate the system's simplicity and ease of navigation, others feel that it lacks integration with external information and products, such as FHA, VA, appraisals, and titles. Despite these limitations, the system's primitive setup is seen as an advantage, as it simplifies the training process for users in the mortgage industry.

Based on user reviews, there are three common recommendations for using LendingQB. First, take the time to learn all the features and capabilities of the program. Users suggest being patient and investing the effort to fully understand what LendingQB has to offer.

Second, be prepared to encounter some challenges during development and customization. Some users have reported running into issues while trying to develop with LendingQB, so it is advisable to anticipate potential roadblocks.

Lastly, have a clear vision of what you want the system to look like. Users recommend going into LendingQB with a well-defined picture of your desired system and starting with a simple setup before adding more complex functionalities.

Overall, users think LendingQB is worth considering and highly recommend using the program. However, they also note that customizing certain aspects can be expensive, and relying on additional external systems may not provide full utilization for mortgage loans. Some users have experienced mapping issues and incorrect information pulling into their document systems.

MeridianLink Mortgage is a highly-regarded software that solves many business problems for lenders. The software simplifies the loan origination, processing, and funding processes, making it a favorite among mortgage professionals. Its integration with vendor services means that its users have access to a streamlined and efficient workflow while maintaining a remote workforce through paperless workflows. Customers praise the customer service for its responsiveness, friendliness, and willingness to find solutions to any problems they encounter.

Users appreciate the ability to import data from third-party services such as EllieMae or Blend, which has resulted in more streamlined workflows. The software's intuitive screen navigation and easy-to-understand workflow rules make it easy for new employees to adapt to and understand their roles. The software's customizable pricing engine is fully integrated and measures parameters on a granular level, making it a relief for users who have experienced little support from other systems. Additionally, the software supports communication between brokers, underwriters, and secondary markets, simplifying lead generation for companies that would like to service their members' mortgages.

Overall, MeridianLink Mortgage helps lenders save time and money by streamlining and automating key processes involved in originating loans. Additionally, it provides an avenue for better communication and collaboration among stakeholders involved in mortgage lending.

User-Friendly and Intuitive: The majority of reviewers found MeridianLink Mortgage to be exceptionally user-friendly and intuitive, with fast response times and very little downtime. They appreciated the streamlined approach, as everything they needed was housed in one system. Some even praised the ability to catch missing information and ensure compliance with regulatory changes, making the process of loan applications easy for both members and financial institutions.

Customizable Workflow Rules: Many users were impressed by how highly customizable MeridianLink Mortgage was, with customizable workflow rules, conditions tasks, screen navigation, custom queues, and reports. They loved that the report-builder tool tremendously helped organizations and that integrations provided by MeridianLink Mortgage were extremely valuable. Additionally, they noted that they could fully customize processes, implement workflow rules, and integrate with most vendor systems.

Outstanding Support Team: A significant number of reviewers raved about the support team for MeridianLink Mortgage being outstanding. They appreciated their excellent communication skills, responsiveness to feedbacks continuously working to make the product better.

Confusing Interface: Several users have expressed dissatisfaction with the software's user interface, finding it to be confusing and not visually appealing. 

Slow System: A number of reviewers have stated that the system can be slow at times, especially during upgrades or when processing large amounts of data.

Lack of Customization: Many users feel that the software lacks customization options, such as customizable screens and reportable fields, making it difficult to tailor to their specific needs.

MeridianLink Mortgage is an advanced mortgage loan origination system that streamlines the entire loan process. It provides a comprehensive suite of tools suitable for mortgage lenders, facilitating ample customization while ensuring full compliance with current regulations. The software features a rules-based engine enabling users to automate different operations such as pricing, underwriting, generating closing costs, and more.

Real-time communication between borrowers and lenders is made possible thanks to MeridianLink Mortgage's browser-based platform that allows multiple parties to access and edit loan files simultaneously. Additionally, it offers various useful features like credit report parsing, historical pricing insights, automated costing calculations, application monitoring alerts that keep users informed on any changes in status or documents needed during each step.

MeridianLink Mortgage includes a TPO portal to handle third-party originators' requirements such as access to automated underwriting systems and tracking applications throughout the pipeline. Finally, administrators have access to an eDocs module providing easy document gathering/editing/sharing with all relevant parties involved in the processing of loans.

Integrated

Customized

Radar

Terminal

Sigma

Atlass

Issuing

Premium Support

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MeridianLink Mortgage

FinTech

A built-in Point-of-Sale solution that enables users to go 100% digital, MeridianLink Mortgage provides a configurable mobile application for borrowers.

- MeridianLink Mortgage provides a customizable screens suited for businesses and lending needs.

MeridianLink® (NYSE: MLNK) is a leading provider of cloud-based software solutions for financial institutions, including banks, credit unions, mortgage lenders, specialty lending providers and consumer reporting agencies. Headquartered in Costa Mesa, California, MeridianLink provides services to more than 1,900 customers, including a majority of the financial institutions on Forbes’ 2021 lists of America’s Best Credit Unions and Banks. Further information can be found at <a rel="noopener noreferrer" target="_blank" href="https://www.meridianlink.com/">www.meridianlink.com</a>.

MeridianLink

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MeridianLink Mortgage
Formerly lendingQB

Overview

What is MeridianLink Mortgage?