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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description MeridianLink Mortgage, previously LendingQB, is an advanced mortgage loan origination platform that makes it easier for lenders to offer compliant loans as quickly as feasible. It uses browser-based technologies to improve the origination process of mortgage loans and its applications. With MeridianLink Mortgage, you get a comprehensive set of tools that enable extensive customization while still guaranteeing regulatory compliance. The platform is ideally suited to lenders due to its comprehensive Open API, which allows them to easily grow their business by interacting with a broad network of over 250 vendor partners. Furthermore, MeridianLink’s extensive array of tools such as online portals, Open API, eDocs, and PriceMyLoan (PML) allows for individual personalization of the operations while ensuring rigorous regulatory compliance. Users can customize and automate all of their loan task creation, processing, and resolution with MeridianLink. It also automates margin management, underwriting, fee, and pricing along with providing the industry's most comprehensive LOS API. To successfully grow your organization, you can easily link with other vendor partners. Additionally, you can attach, share, package, and modify uploaded documents with ease. Read more Insellerate is a mortgage customer relationship management (CRM) software that helps lenders to close more loans. It works as an engagement platform by leveraging pre-built content, multi-channel marketing, text, social media, email and direct mail options. The solution also uses phone and ringless voicemail to engages both currents as well as past customers, driving more business. As an efficient CRM tool, the software intelligently distributes and manages leads with the client and prioritises the workflow. Insellerate enables an easy way to users to communicate with their borrowers and realtors by providing real-time automated communications. It also helps users by opening ways to strategy management and automation of the business process. Insellerate automates loan status updates, through texts and emails, and send detailed reports on what Realtor/Referral partners are sending to brands. It also runs various campaigns and marketing channels to see what is working and what needs improvement. Read more
Pricing Options
  • Free Trial Not Available
  • LendingQB Offers Custom plan.
  • Free Trial Not Available
  • Insellerate Offers Custom plan.
SW Score & Breakdown

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    80%
  • Reviews
    76%
  • Momentum
    64%
  • Popularity
    74%

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    73%
  • Reviews
    81%
  • Momentum
    60%
  • Popularity
    82%

Features

Total Features
4 Features
4 Features
Common Features for All
    Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Collaboration Helps you safely share data with only those who matter and enhances your teamwork
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Custom Workflows Facility to create workflows with custom stages, process, and status.
    Document Management Ability to store and manage various information and documents in electronic format.
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
  • + 1 More - Show Less
    • Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
      Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
      Collaboration Helps you safely share data with only those who matter and enhances your teamwork
      Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
      Custom Workflows Facility to create workflows with custom stages, process, and status.
      Document Management Ability to store and manage various information and documents in electronic format.
      Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
  • + 1 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - iOS
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4/5 36 user ratings
    4.7/5 26 user ratings
    Rating Distribution
    • Excellent

      44.4%
    • Very Good

      30.6%
    • Average

      13.9%
    • Poor

      5.6%
    • Terrible

      5.6%
    • Excellent

      88.5%
    • Very Good

      3.8%
    • Average

      0%
    • Poor

      0%
    • Terrible

      7.7%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • LendingQB Offers Custom plan.
    • Free Trial Not Available
    • Insellerate Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    LendingQB Custom

    Insellerate Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Costa Mesa, CA Located in: Newport Beach, California Founded in: 2012
    Contact Details

    Not available

    https://lendingqb.com/

    +1 855-973-1646

    https://insellerate.com/

    Social Media Handles

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