# MeridianLink Mortgage Software Reviews, Demo & Pricing - 2026 > Review of MeridianLink Mortgage Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/loan-origination/lendingqb-profile/ --- [Home](https://www.softwareadvice.com/) / [Mortgage Software](https://www.softwareadvice.com/mortgage/) / MeridianLink Mortgage Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/mortgage/lendingqb-profile/reviews/) # MeridianLink Mortgage Review From $20,000 1 plan On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview MeridianLink Mortgage 4.5 [(15)](https://www.softwareadvice.com/mortgage/lendingqb-profile/reviews/) Pricing Pricing available upon request Top Alternatives ### About MeridianLink Mortgage MeridianLink Mortgage, formerly known as LendingQB, is a loan origination solution designed to help organizations streamline processes for mortgage lending. The platform comes with a rules-based engine, which enables users to automate various operations, including underwriting, product pricing, closing cost generation, and more. MeridianLink Mortgage facilitates real-time communication between lenders and borrowers and allows multiple users to access and edit loan files simultaneously. The solution offers a host of features such as credit report parsing, historical pricing, notifications, automated costing, application monitoring, POS vendors, and more. The TPO portal enables third-party originators to upload and create loan requests, run automated underwriting systems, and monitor applications throughout the pipeline. The platform also includes an eDocs module, which allows administrators to gather, share, edit, and combine loan application documents. With MeridianLink Mortgage’s consumers portal, borrowers can upload supporting files and track the status of their applications. Plus, the red-flag reporting and hard-stop functionalities allow users to ensure compliance with len... ding regulations. MeridianLink Mortgage integrates with various third-party systems, including customer relationship management (CRM), accounting, servicing platforms, and more. ## MeridianLink Mortgage User Interface ## Popular MeridianLink Mortgage Alternatives Main Product MeridianLink Mortgage 4.5 [(15)](https://www.softwareadvice.com/mortgage/lendingqb-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.69Value for money - 4.53Customer support - 4.07Functionality Pricing Available upon request Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(286)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.70Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Alternative Product [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) 4.8 [(6)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#reviews) Ratings Breakdown - 4.33Ease of use - 4.50Value for money - 4.75Customer support - 4.50Functionality Pricing Starting at $325.00 per month Alternative Product [HES LoanBox](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/) 4.9 [(35)](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/#reviews) Ratings Breakdown - 4.91Ease of use - 4.88Value for money - 4.97Customer support - 4.91Functionality Pricing Starting at $75000.00 per year Alternative Product [LOAN SERVICING SOFT](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/) 5.0 [(14)](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/reviews/) Ratings Breakdown - 4.92Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $500.00 per month Alternative Product [Centrex](https://www.softwareadvice.com/loan-origination/centrex-profile/) 4.9 [(8)](https://www.softwareadvice.com/loan-origination/centrex-profile/reviews/) Ratings Breakdown - 5.0Ease of use - 4.75Value for money - 4.50Customer support - 4.75Functionality Pricing Available upon request ## MeridianLink Mortgage Pricing and Plans Starting price: $20,000.00 Free Trial Free Version Basic $20,000.00 No plan information available ## MeridianLink Mortgage Features - Popular features found in Mortgage Accounting Amortization Schedule Borrower Management Contact Management Document Management Lead Management Pipeline Management Pre-Qualification Task Management - More features of MeridianLink Mortgage Activity Dashboard Alerts/Notifications API Automated Decisioning/Underwriting Compliance Management Configurable Workflow CRM Customizable Reports Digital Signature Document Storage Document Templates Electronic Applications Electronic Payments Electronic Signature For Borrowers Government Loans Loan Management Loan Origination Loan Processing Loan Servicing Online Applications Payment Collection Payment Tracking Pricing Management Real-Time Reporting Rules-Based Workflow Self Service Portal Status Tracking Third-Party Integrations Third Party Loan Origination Workflow Management ## MeridianLink Mortgage Integrations Maxwell Integration rated undefined from -1 review Floify Integration rated undefined from -1 review ## MeridianLink Mortgage User Reviews Overall Rating 4.5 Ratings Breakdown 5 53% 4 40% 3 7% 2 0% 1 0% Secondary Ratings Ease of Use 4.5 Value for money 4.7 Customer support 4.5 Functionality 4.1 NS Nicholas S. Verified reviewer Financial Services 51-200 employees Used daily for more than 2 years Reviewed August 2019 LQB is ready for the Prime Time 5 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. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: I like that it was a SaaS based service and completely hosted by them. Typically a SaaS based service that holds sensitive material is massive security hole. 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. We used to be a report based company and now we are a queue based company. Being able to create custom Queues for our staff has almost eliminated our daily reports that we send out. Cons: Because LQB is a SaaS based service we sometimes have to play within their walls. 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. Not that big of a deal really. Reasons for choosing MeridianLink Mortgage We didn't like the look and feel of Encompass and already using the PML engine for our pricing the setup was just that much easier. Reasons for switching to MeridianLink Mortgage We simply needed more technology. Read More JB Josh B. Verified reviewer Financial Services 201-500 employees Used daily for more than 2 years Reviewed August 2019 LendingQB Review 4 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. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 3 Functionality 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. More granular control over the permissions and accesses to certain pages and functions in the system. Standard consumer portal is very dated. Reasons for choosing MeridianLink Mortgage Lean Lending approach and moving to a front-to-back solution rather than having a front-end and a back-end solution. Reasons for switching to MeridianLink Mortgage Our Encompass version was not being supported any longer so we took the opportunity to evaluate other options. Read More BA Belinda A. Verified reviewer Financial Services 11-50 employees Used daily for less than 12 months Reviewed August 2019 ClearEdge Lending 3 Satisfactory. There are some extremely talented people at the company! Ratings Breakdown 5 Ease of use 5 Value for money 2 Customer support 2 Functionality 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 Reasons for choosing MeridianLink Mortgage Price, simplicity Read More TW Troy W. Verified reviewer Financial Services 51-200 employees Used daily for more than 2 years Reviewed August 2019 Fully Customizable Loan Origination System 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 4 Functionality 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. Reasons for choosing MeridianLink Mortgage The ability to integrate with vendors of our choosing, overall costs and size. Reasons for switching to MeridianLink Mortgage We made the switch from Calyx Point to LendingQb to move away from a flat-file directory system hosted on our own servers. LendingQB cloud-based database is much better for running reports and integrating with other systems/vendors. Read More AP Alicia P. Verified reviewer Financial Services 51-200 employees Used daily for more than 2 years Reviewed August 2019 LendingQB - 2 thumbs up! 5 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. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Great, easy to use reporting, customer support reps are extremely responsive & helpful, support site is excellent, many features are customizable through workflow rules. Cloud-based so no need to download any software or connect to a server. Support also has a "feature suggestion" queue. LQB is consistently updating features to keep pace with agency and government product changes. Many integrations across the spectrum of vendor types. 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. Reasons for choosing MeridianLink Mortgage Price, flexibility and ease of ability to set up and customize. Read More JL Jeremy L. Verified reviewer Financial Services 201-500 employees Used daily for more than 2 years Reviewed August 2019 Lending QB 5 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. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality 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. LQB has also allowed us to customize many aspects of the software to fit our business processes. The integrations that LQB provides are extremely valuable. Cons: We would like to see more reportable fields. Reasons for switching to MeridianLink Mortgage We were actually using several systems: Calyx Point, Optimal Blue, Loan Producer and a separate doc management system. LQB was able to provide us an all-in-one solution. Read More ML Michael L. Verified reviewer Financial Services 51-200 employees Used daily for less than 12 months Review source Reviewed April 2022 A great way to capture and create your mortgage and home equity-based loans! 4 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. Ratings Breakdown 3 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: Once you get the work-flow the way you want, it makes the process of applications quite easy. It's easy to catch missing information and ensure that everything is needed to make the process easy for the member and compliant for the financial institution. Cons: The challenge is getting the workflow just right. It requires vigorous testing to ensure that it is doing what it needs to do and that your SMEs and employees are able to understand and use it. Reasons for switching to MeridianLink Mortgage We were looking for something that would allow us to be more productive and to combine Mortgages with HE/HELOCs. Read More JR Joshua R. Verified reviewer Financial Services 11-50 employees Used daily for more than 2 years Reviewed August 2019 LendingQB is the best mortgage LOS! 5 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. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: It's web-based and works across all browser platforms. It's not a flat file and multiple users can be within a file and modify it at the same time. It has a great API for integrations and offers its web services/API to clients as well. They have a great support team and their developers are on top and ahead of all regulation changes. They have several integrations for many different services to offer a variety of choices and solutions to clients to accommodate their specific needs. Cons: There isn't much to dislike about this software. Reasons for choosing MeridianLink Mortgage Ultimately we 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 reporting. We also liked their support system, chat support, and Academy , playbook, and knowledgebase for learning. Reasons for switching to MeridianLink Mortgage TRID was coming. Datatrac was being discontinued and own LOS was not ready for TRID Read More VK Veronika K. Verified reviewer Financial Services 51-200 employees Used daily for more than 2 years Reviewed August 2019 Customizable, Reliable and Secure LOS with Great Support Team 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Web-based/very little downtime. Open APIs/web services allow for clients to customize their own tools and portals. Outstanding support team – the best I’ve worked with. Communication is outstanding. We even receive notices from LendingQB when other integration partners are having system issues. Seamless integrations with a variety of integration partners to choose from. Customizable workflow rules, conditions/tasks, screen navigation. Custom queues and reports. On top of regulatory changes. Continuous improvements and updates to core LOS, portals, and web services. Cons: Would like the ability to create customizable screens and allow for more fields to be reportable. Wish for the ability to manage post-closing issues, such as investor suspense conditions, more thoroughly. Task notification functionality would be utilized more by our organization if it were more customizable. Read More JG Jessica G. Verified reviewer Financial Services 201-500 employees Used daily for more than 2 years Reviewed August 2019 It's not perfect but it gets the job done! 4 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? Ratings Breakdown 4 Ease of use 4 Customer support 4 Functionality Pros: I really like the various integrations available to us through LendingQB. The integration helps us to move more towards an automated system, in which we take out the human aspect of needing to physically add information into the system. Instead, many things are automatically pushed back and uploaded into the system. 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. 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