MeridianLink Mortgage Features

MeridianLink Mortgage

Loan origination solution for mortgage lenders

4.46/5 (13 reviews)

Competitor Feature Comparison

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Application Management
Approval Process Control
Asset Lifecycle Management
Audit Management
Audit Trail
Authentication
Auto Loans
Automated Scheduling
Borrower Management
Business Loans
Client Database
Client Management
Client Portal
Closing Documents
Collections Management
Compliance Management
Compliance Tracking
Configurable Workflow
Construction Loans
Contact Database
Contact Management
Customer Database
Customer Management
Customer Statements
Customizable Branding
Customizable Templates
Dashboard
Data Import/Export
Document Management
Document Storage
Electronic Applications
Electronic Signature
For Borrowers
Government Loans
HUD Settlement Statements
Historical Reporting
Lead Management
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Mobile Access
Mortgages
Multi-Branch
Multi-Company
Online Applications
Outsource Processing
Pipeline Management
Pre-Qualification
Promissory Notes
Property Tax Management
Refinance Management
Reminders
Reporting/Analytics
Search/Filter
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Management
Third Party Integrations
Third Party Loan Origination
User Management
Visual Presentation
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Application Management
Approval Process Control
Asset Lifecycle Management
Audit Management
Audit Trail
Authentication
Auto Loans
Automated Scheduling
Borrower Management
Business Loans
Client Database
Client Management
Client Portal
Closing Documents
Collections Management
Compliance Management
Compliance Tracking
Configurable Workflow
Construction Loans
Contact Database
Contact Management
Customer Database
Customer Management
Customer Statements
Customizable Branding
Customizable Templates
Dashboard
Data Import/Export
Document Management
Document Storage
Electronic Applications
Electronic Signature
For Borrowers
Government Loans
HUD Settlement Statements
Historical Reporting
Lead Management
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Mobile Access
Mortgages
Multi-Branch
Multi-Company
Online Applications
Outsource Processing
Pipeline Management
Pre-Qualification
Promissory Notes
Property Tax Management
Refinance Management
Reminders
Reporting/Analytics
Search/Filter
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Management
Third Party Integrations
Third Party Loan Origination
User Management
Visual Presentation
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Application Management
Approval Process Control
Asset Lifecycle Management
Audit Management
Audit Trail
Authentication
Auto Loans
Automated Scheduling
Borrower Management
Business Loans
Client Database
Client Management
Client Portal
Closing Documents
Collections Management
Compliance Management
Compliance Tracking
Configurable Workflow
Construction Loans
Contact Database
Contact Management
Customer Database
Customer Management
Customer Statements
Customizable Branding
Customizable Templates
Dashboard
Data Import/Export
Document Management
Document Storage
Electronic Applications
Electronic Signature
For Borrowers
Government Loans
HUD Settlement Statements
Historical Reporting
Lead Management
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Mobile Access
Mortgages
Multi-Branch
Multi-Company
Online Applications
Outsource Processing
Pipeline Management
Pre-Qualification
Promissory Notes
Property Tax Management
Refinance Management
Reminders
Reporting/Analytics
Search/Filter
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Management
Third Party Integrations
Third Party Loan Origination
User Management
Visual Presentation
Workflow Management
Visit WebsiteCompare App

MeridianLink Mortgage Feature Reviews

12 reviewers had the following to say about MeridianLink Mortgage's features:

Alicia P.

LendingQB - 2 thumbs up!

2019-08-16

It has allowed us to maintain a remote workforce due to the ease of paperless workflow and productivity reports.

Pros

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

Cons

Although users are restricted based on their individual or role permissions, there is no warning alert or lock-out feature if more than one user is in the file at the same time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Josh B.

LendingQB Review

2019-08-19

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.

Pros

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.

Cons

Reporting, workflows, conditions/tasks, notifications, and audit could all be better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Veronika K.

Customizable, Reliable and Secure LOS with Great Support Team

2019-08-30

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.

Pros

Web-based/very little downtime. Open APIs/web services allow for clients to customize their own tools and portals.

Cons

Would like the ability to create customizable screens and allow for more fields to be reportable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Wendy P.

LQB user review

2019-08-16

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

Pros

Accessible via internet, no in house server or IT support required. Quite User Friendly.

Cons

Speed is not as quick as it could be, could have better mapping of fields to avoid duplicate input, training on system was lacking many day to day requirements, during initial training we were told IDS integration was virtually seamless however, that is not the case, have been asking for some feature improvements for 2 years with no results (in fact a year ago at the first LQB conference these items were on the 1 year road map but still not done; these include customizing loan statuses and additional custom fields).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua R.

LendingQB is the best mortgage LOS!

2019-08-15

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.

Pros

It has a great API for integrations and offers its web services/API to clients as well.

Cons

There isn't much to dislike about this software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Troy W.

Fully Customizable Loan Origination System

2019-08-15

Departments can move through files much quicker, with the with assurance of accuracy due to workflow rules that we have in place.

Pros

The ability to fully customize processes, implement workflow rules, and fully integrate with most vendor systems is what I like most about LendingQB

Cons

Customer Support is often days or weeks to respond to building batch reports or trouble-shooting problems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeremy L.

Lending QB

2019-08-15

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.

Pros

LendingQB is easy to use and allows for end-user customization. The report-builder is a great tool that has tremendously helped our organization.

Cons

We would like to see more reportable fields.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicholas S.

LQB is ready for the Prime Time

2019-08-15

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.

Pros

However, considering that LQB is a product of MeridianLink I can rest easy that our data is secure. Their integrations with vendors is top shelf and allows us to focus on bringing in more business rather than testing and implementing integrations.

Cons

Most of the time its not a bad thing but there are times we have create a work around to complete the task we want.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Belinda A.

ClearEdge Lending

2019-08-23

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

Pros

We implemented in 45 days which is unheard of. There is a beauty in its simplicity, however it just doesn't have enough features for us to effectively manage our loans without developer intervention.

Cons

Lack of business rules that can control auto firing of field Rigidity in reporting Weak with compliance features Lack of ability to customize Too many screens Not enough control over settings (have to go to LQB for a lot of things we would like to be able to manage ourselves) Lack of developers with LQB experience out in the field

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica G.

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

2019-08-14

And then other days I just want to talk to the person who designed or developed it and ask what were you thinking?

Pros

This also includes the open API that we have been able to utilize for some custom items we do in house.

Cons

The main thing I least like about LendingQB is where certain fields are placed within the system. There are times we need a field that should be completed by a specific person but the field is in a screen that this person's role would not typically go into. Or the other issue is that one field needs to be completed but needs to be in multiple screens, however, LendingQB built out the fields with different codes. Therefore, a user will complete one screen but because there are multiple screens this information has to be collected, the fields don't always populate and the user has to remember to go into more then one screen to complete.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Dean B.

Making the switch

2019-08-15

We were previously on two separate origination systems and needed to consolidate into one for cost savings. LQB allowed for that to take place.

Pros

The availability of APIs / Web Services for pulling from and saving to the loan file.

Cons

Customization are not available and enhancements cost clients money in order to be developed.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael C.

Strong product, great value, excellent customer service

2019-08-17

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.

Pros

The screens are easy to navigate and the system has very fast response times with almost no down time.

Cons

There are still some functional tweaks needed to get this current in the marketplace.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more