MeridianLink Mortgage

Formerly lendingQB

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.

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.