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FileInvite vs MeridianLink Mortgage Comparison

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Overview

Category Leaders

FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients...

MeridianLink Mortgage, formerly known as LendingQB, is a loan origination solution designed to help organizations streamline...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from
$

12

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.7

5

4

3

2

1

53

14

2

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.5

5

4

3

2

1

7

5

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

Pros

You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.

GE

Gary E.

Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average.

LL

Louise L.

The best feature of this software is its user interface. It is very easy to use and it is an effective way to improve productivity.

SS

Sahil S.

Pros

LendingQB is a great partner, making customer service a priority. They’ve got an awesome and talented team – open to feedback and suggestions for improvement.

VK

Veronika K.

Great, easy to use reporting, customer support reps are extremely responsive & helpful, support site is excellent, many features are customizable through workflow rules.

AP

Alicia P.

Web-based, seamless integrations, amount of integrations, ease of use, excellent support staff, very little system downtime, asking for our feedback regularly and continuously improving of the system.

JB

Josh B.

Cons

We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.

CW

Clinton W.

It takes forever to delete unwanted documents.

Arwa N.

The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.

Jerald H.

Cons

Lack of business rules that can control auto firing of field.

BA

Belinda A.

Lack of developers with LQB experience out in the field.

BA

Belinda A.

Weak with compliance features. Lack of ability to customize.

BA

Belinda A.

  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features112
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Automatic Adjustments
  • Borrower Management
  • Business Loans
  • Candidate Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Invitations & Reminders
  • Employee Handbook
  • Encryption
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • For Borrowers
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Pipeline Management
  • Point of Sale (POS)
  • Pre-Qualification
  • Progress Tracking
  • Promissory Notes
  • Property Tax Management
  • Real Time Synchronization
  • Real-Time Chat
  • Refinance Management
  • Reminders
  • Reporting/Analytics
  • Residential Mortgages
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Third Party Integrations
  • Third Party Loan Origination
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Workflow Management
  • Total features20
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Automatic Adjustments
  • Borrower Management
  • Business Loans
  • Candidate Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Invitations & Reminders
  • Employee Handbook
  • Encryption
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • For Borrowers
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Pipeline Management
  • Point of Sale (POS)
  • Pre-Qualification
  • Progress Tracking
  • Promissory Notes
  • Property Tax Management
  • Real Time Synchronization
  • Real-Time Chat
  • Refinance Management
  • Reminders
  • Reporting/Analytics
  • Residential Mortgages
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Third Party Integrations
  • Third Party Loan Origination
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Workflow Management

Integrations

  • Total integrations6
  • Asana
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Teams
  • Salesforce Sales Cloud
  • SharePoint
  • Slack
  • Trello
  • Zapier
  • Zendesk
  • Total integrations9
  • Asana
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Teams
  • Salesforce Sales Cloud
  • SharePoint
  • Slack
  • Trello
  • Zapier
  • Zendesk