MeridianLink Mortgage Features & Capabilities

MeridianLink Mortgage

The Mortgage Office

Qualia

MeridianLink Mortgage, formerly known as LendingQB, is a loan origination solution designed to help organizations streamline processes for mortgage lending. The platform includes a rules-based engine, which enables users to automate various operations including underwriting, product pricing & more.

Activity Dashboard

Alerts/Notifications

Automated Decisioning/Underwriting

Compliance Management

Configurable Workflow

Customizable Reports

Digital Signature

Document Management

Document Storage

Document Templates

Electronic Applications

Electronic Payments

Electronic Signature

For Borrowers

Government Loans

Lead Management

Loan Management

Loan Origination

Loan Processing

Loan Servicing

Online Applications

Payment Collection

Payment Tracking

Pipeline Management

Pre-Qualification

Pricing Management

Real-Time Reporting

Rules-Based Workflow

Self Service Portal

Status Tracking

Task Management

Third Party Loan Origination

Third-Party Integrations

Workflow Management

Mortgage Automator

LendingWise 

Floify

nCino’s Mortgage Suite

Bryt

Musoni

LoanMAPS

Encompass

Calyx Point

HES LoanBox

LoanCirrus

LQB has enabled our sales staff to spend more time on the road being face to face with clients rather than being in the office to access or systems.  My experience with LQB has been nothing short than stellar.  The support staff is super friendly and always answers the phone in a good mood.  

LQB is ready for the Prime Time

It has been a very good experience all the way from implementation until now. Very receptive to feedback and are willing to work with us on finding a solution to any problems we have. Constantly trying to make the product better.

LendingQB Review

Satisfactory.  There are some extremely talented people at the company!   

ClearEdge Lending

LendingQB has enabled our company to run much more efficiently by pushing the file through the system with milestone and status updates.  Departments can move through files much quicker, with the with assurance of accuracy due to workflow rules that we have in place.

Fully Customizable Loan Origination System

LendingQB has allowed us to increase our efficiency through vendor integrations - from the POS to pricing engine to processing services to document generation.  It has allowed us to maintain a remote workforce due to the ease of paperless workflow and productivity reports.  Easy to train originators on.

LendingQB - 2 thumbs up!

LendingQB has supported our mortgage process, allowed us to scale up and scale down, and has been a great partner since 2013. Customer support is fantastic. We like that our voices are heard when we have suggestions on how to improve the software. 

Lending QB

Prior to using LendingQB, we used our own proprietary LOS but as TRID approached, we could not keep up with the regulation and compliance changes that were to come. We looked at Encompass, Calyx Path, Byte, Blueberry, OpenClose, and others but ultimately chose to move forward with LendingQB.  We came from a SQL DB background and liked their web-based system and that we could use their web services to make calls to their DB and import data into our own SQL database(s) to create our own applications and reports.

LendingQB is the best mortgage LOS!

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.  My advice when on-boarding with LendingQB: take responsibility and invest in making the time to understand your organization’s internal workflows and processes, and then understanding and applying the relevant elements (rules, conditions, tasks, permissions, integrations, etc.) accordingly.  This will ensure that your organization is working on an LOS system that serves it well.  If your organization is planning on developing it’s own external tools, LendingQB’s APIs are open and available, with a great web-services support team.  

Customizable, Reliable and Secure LOS with Great Support Team

My overall experience is that some days I love it and you can be amazed by some of the things we have been able to do. And then other days I just want to talk to the person who designed or developed it and ask what were you thinking? 

It's not perfect but it gets the job done!

reporting is very robust and has allowed us to better monitor tracking of pipeline, forecasting, etc.  Integrations have created efficiency.  

LQB user review

The system is easy for new employees to adapt to and the screen navigation is intuitive once you get set up properly for your given role. The customer service across all departments is the best I have ever experienced and I've been doing this for nearly 30 years. It sounds trite to say that customer service is good, but honestly they really are the best. It's great to be able to pick up the phone and get them on the line anytime I need assistance. 

Strong product, great value, excellent customer service

Overall, despite the learning curve, it is powerful software that is much better than other options we've used in the past. Being able to do Mortgages and Home Equity/HELOC products using the same (or similar) workflows makes cross training much easier and output that much more consistent.

MeridianLink Mortgage Features

Features Summary

Contenders comparison

Common MeridianLink Mortgage comparisons

Reviewers who mentioned features said: