MeridianLink Opening Reviews

Summary: I enjoy using the Meridian and I like that everything is organized. I like that the members and all information is brought up alphabetically order. It keeps the function more clean.

Positive: I like that I can see all the apps, to help members apply to. I like that I can have easy access to log in

Negative: I do not have in cons at the moment. I have been new to the system

Summary: Overall, MeridianLink Opening is a reliable and efficient platform that helps streamline account and loan onboarding. While occasional lag and system errors can be frustrating, its user-friendly design and data entry efficiency make it a valuable tool for improving productivity and delivering a smoother member experience.

Positive: MeridianLink Opening is user-friendly and easy to navigate, making it simple for both staff and members to complete the application process. The platform is efficient in data entry, reducing manual input and helping speed up onboarding and loan processing. Its streamlined workflow improves productivity and minimizes errors, allowing for a smoother overall experience.

Negative: The platform can occasionally lag, particularly during peak usage times, which can slow down workflow efficiency. There are also instances where errors occur, requiring additional time to troubleshoot or reprocess applications, which can impact productivity and the overall user experience.

Summary: Overall, I enjoy using and training from the Modern Experience Meridianlink. I remember using the original LoansPQ and it was very technical and clicky. The change to Modern Experience and the continued enhancements have made the system easy to use.

Positive: I am a Trainer a small credit union. I facilitate the training for loan navigation and we truly enjoy using Meridianlink Modern Experience. This was a huge improvement from the original view. Navigation is easy and the look is easy o the eyes.

Negative: I have seen great improvements in the system. The only con I can think of is that is too many options on the columns in the Queues.

Summary: In today's dynamic business landscape, this tool is an absolute must-have! I wholeheartedly recommend it for all types of businesses. Whether you're in banking or leasing, this program empowers you to effortlessly create a seamless electronic trail of applications. Plus, its user-friendly software makes the entire process a breeze. Embrace the change and watch your efficiency soar!

Positive: Discover a wealth of incredible features designed to effortlessly navigate the system, including financial calculators and additional tools that truly showcase their potential. This platform is not only easy to use but also highly user-friendly, allowing you to master the program quickly and efficiently within just one day. With so many tools at your fingertips, you won't want to consider anything else!

Negative: I can’t find a single downside to this amazing program! It’s truly a fantastic experience that I absolutely love!

Summary: It’s a great experience for everyday users who want to get things done quickly without it taking too much time.

Positive: The website is easy to use and navigate. The options are great, and I highly recommend it to anyone who prefers something simple and not complicated.

Negative: Sometimes it has issues with searching, but it’s not something that happens every day.

Summary: very responsive, and there are some moments were the system has some hiccups but overall very easy and smooth to work with.

Positive: very responsive most of the time, overall this service is very easy to use and understand and the most important thing is that it actually works as it should.

Negative: sometimes it does give me random errors, you have to hop out of the app to get it to respond.

Summary: I would 100% recommend this product to anyone looking for a truly simple member onboarding platform that is simple to train new users on.

Positive: MeridianLink Opening is a terrific account opening program that is intuitive to use. I use it heavily every day and appreciate the ease of the workflow.

Negative: There are required sections by an asterisk, however if that needed field is not filled in the system does not prevent you for going into the next section or from locking the application. This would be more helpful if there was an alert when this occurs for the required section.

Summary: MeridianLink is a straightforward, painless system to use and very reliable. The functions are laid out in a way that is easy to navigate, and it takes away any stress associated with opening accounts due to the user-friendly platform.

Positive: MeridianLink is a super easy, efficient way to open accounts and take care of customers. The format of the platform is very comprehendible, and the functions work well. Meridian Link allows employees to service their customers at a quick rate, with a system that provides ease for the user and the customer.

Negative: I do not see any cons in the Meridian Link system.

Summary: Overall, it's been a fantastic experience. I enjoy how customizable the new program is. I can focus on how I underwrite loans and bring into focus what I need to.

Positive: Excellent account opening program. Allows a lot of customization to suit credit union/banking needs!

Negative: Very little is lacking in this system. With the recent upgrades though, the first time opening the program leads to a lot of jumbled information.

Summary: Overall, I would have to say I truly enjoyed the product and how easier it has made my job! I would recommend this product to anyone who would like to make the job more efficient.

Positive: One thing I love about MeridianLink, is the tool feature and the ability to filter my queue to my personal preference. I enjoyed the import feature as well; it makes it so much easier to open a second loan application for the same member.

Negative: At times the system runs slow, however the turnaround time for the issue to be resolved is super-fast! Another issue experience was credit not being pulled correctly for members.

Summary: over all the application functions great works well, does exactly what we need it to do. It is easy to use and understand, load times a normally fast and there's hardly any issues/ bugs. great product for banking/lending

Positive: I like the simplicity and flow of Meridian Link, the calculation tools, filling out applications is super easy and efficient. side loading funded loans into my companies banking soft wear always works as expected and MeridianLink hardly every has any soft wear bugs and when they do the fix is usually very fast!

Negative: I wish there was more customization on my working queue like filters for client I need to revisit, or ones that I am waiting on me to respond, leaving notes and comments for just me to view regarding the client so I can make sure I'm keeping track of things instead of keeping it in my head or on another application. 4 months ago for 1 day only, they changed the way comments were visually displayed and it was great being able to see notes just on the front screen but then they removed it, and we never saw it again. I would like to see more customization for organizing our applications.
I would like to see some edits to the trade line screen for manual changes or the ability to copy application that I created to the trade line for other requests to be visible. it can get very confusing to be working on 2 or 3 refinances with 1 client so some changes to the trade lines on the underwriting tab would be very nice to see

Summary: good service and very few issues and quick services far placing information and timely response and using equipment and customer services.

Positive: easy in use as take content as far placing information and timely response and using equipment and customer services.

Negative: none right now that i can think of far as immediate issues

Summary: Overall, it is a very good experience that rarely has any system issues. In the realm of loan processing, It's definitely a quality product.

Positive: The format is simplistic in a good way. People that are new to the program will have no trouble learning how to use it effectively.

Negative: How it puts data into list can be improved. Selecting from a drop-down menu should not be as difficult as it currently is.

Summary: Overall, I had a positive experience with this product. It delivers on its main promises, is simple to use, and offers solid performance for everyday needs. While it could benefit from a few improvements and added features, the strengths outweigh the weaknesses. I would recommend it to anyone looking for a dependable and straightforward solution.

Positive: Easy to use and user-friendly interface
Performs reliably and consistently
Good value for the price
High-quality build/materials
Helpful customer support experience

Negative: Occasional minor bugs or slow response times
Limited advanced features for experienced users

Summary: Super solid platform that makes day-to-day life easy and efficient just wish there was more pop to the different tabs or screens

Positive: The Accessibility is nice and it flows well between screens/tabs
I Like that it carries over information from our banking system for members

Negative: How bland it can look- a lot of the tab's ad screens look the same so unless you're used to it can be easy to get lost