MeridianLink Opening Reviews

Overall, I enjoy using this product every day! It makes my job as a loan officer easy. I like the color coded feature and ability to add comments without needing to open the application.

Consumer friendly interface, easy to quote members and make changes to applications! Color coded interface makes it easy to organize at a glance.

Sometimes comments do not save, but other than that there are not many issues.

Overall, the system is very close to perfect. The user experience is smooth, intuitive, and requires minimal training. Page‑to‑page transitions feel seamless, and real‑time notifications, especially for declined combo applications, add meaningful value. With a few improvements to dropdown responsiveness and notification visibility, the platform could easily reach a flawless workflow.

The system is easy to use with very little training needed. It flows smoothly from page to page, and gives real‑time updates, especially when an applicant responds to a web message and a combo application is declined.

Some dropdowns don’t load right away, forcing you to exit and reopen the application. Notifications are limited, and it would help to get alerts for every status change. Current alerts are easy to miss and would benefit from a pop‑up or sound.

Good, easy to read and navigate, missing the color coded applications by type, comments by user was also helpful.

Easy to read and navigate, clean view, less information required, while I like the view everything looks the same.

Saving errors, hate that the color feature for applications and comments are gone.

Decent system. Can navigate through application with ease. Happy with the new update. Happy the "tree' system is gone.

The new update works well. Can navigate through application with ease. Happy with the new update....

Unable to access "view comments" from inside an app.

Overall, there is so much room for improvement within this system. It's been a struggle since we switched over.

I like that when you input a zip-code the system prefills the rest. There really aren't many other positives I can think of to list.

ML has been the hardest change for me at my institution, and I've been doing this job for nearly 15-years. It's not user-friendly, it all blends together because there's not enough color, it lags a lot making any process take longer, it's way too clicky and it's been months and I still am frustrated with it every single day. I have a 3-page document with hardships from this transition in my institution. A lot of my suggestions are submitted to ML for review, but nothing ever seems to get approved or changed.

Terrible product for indirect auto lending. MeridianLink is simply not built for high volume indirect lending. The system is to manual. Updates made make the system even worse

Not too many pros: I guess the two page setup was ok for indirect lending. You can also see application that have been submitted on the direct side

Clunky set up ratios are near bottom of second page. There is too many clicks System always goes down. Not an easy funding process .

Overall, MeridianLink Opening is a solid account opening platform with a lot of functionality and customization options. While there are some workflow and integration challenges that we'd like to see improved, particularly around member number creation and funding, the platform has helped us expand our digital account opening capabilities and gives us the flexibility to build processes that fit our organization.

MeridianLink Opening offers a lot of flexibility and customization, which is one of its biggest strengths. There are plenty of options available to tailor products, workflows, and the overall account opening experience to fit our needs. The platform supports a variety of account types and integrates with many third-party systems. I also appreciate the regular enhancements and new features.

One of our biggest frustrations is the Symitar integration. Because a member number isn't generated until the account is created, we can't populate that information on documents before the account opening process is complete. This creates extra steps and workarounds for our staff. The funding process could also be more streamlined, as it doesn't always feel like a natural flow for the member. Some areas of the platform can be complex to configure, and reporting isn't always as intuitive as we'd like.

Overall, the new look platform is excellent. The system works as intended and works well for all users.

The system is easy to use with simple flow and clear direction making the application process easy for both employees and our members.

If there was a way to allow multiple files to be uploaded at once, it would save a lot of time by not having to upload individually.

Overall, MeridianLink Consumer is a solid and reliable system that helps me stay organized and ensure loans are processed accurately and compliantly. While it’s not always the most intuitive or efficient to navigate, it still plays a key role in helping me deliver a consistent and positive experience for members, as well as supporting the team’s overall success

Keeps the focus on their experience, not the system
Reinforces trust: organized, secure, accurate
Aligns with your members-first approach (you’re making it feel easy for them, not technical)

Some actions (like loading or submitting) can take a bit
Can slow down the flow of a member conversation if you’re waiting
Often bouncing between MeridianLink, DocuSign, etc.

The portal product for online applications is very difficult to use and customize. Access makes it a bit easier, but when you change one thing, it can inadvertently effect other stuff so you have to retest the entire application process to verify that everything works still. Changing multiple things can be cumbersome. Also, in the backend, settings have to be changed in multiple places to work correctly and make sure mapping doesn't break to your core systems.

The Access product is easier and more customizable than the Portal product, which is nice. It was extremely difficult to customize the portal applications as you could change which page contained which questions.

Interaction between online experience and backend setup could be better. First line support folks need trained better for new products.

Overall this Product is an 8/10 based on user experience alone. There are times when the system crashes, basic glitches, connection loss, and other items to improve stability, but it functions as expected. As a user for two years, this is simple and effective. As someone coming into this system, I don't believe it should be as complex as it currently is to find mistakes, correct errors, or figure out issues.

- Easy to use after short training.
- Difficult (not impossible) to make errors during opening.
- Versatility in all different types of products.
- Does not let you proceed with errors in most if not all important sections.

There are specific sections (Application information as an example) that can be confusing to a new user.
This product has essentials but is not useable to someone to just "pick up and use". Without training one could not go through and open a new account without a procedure or training.
I believe this could be helped by simply adding icons to see descriptions of what certain items mean/where it found said information/guides/examples of correct inputs)

My experience with MeridianLink Opening has been positive overall. It has helped improve efficiency in the account opening process and provides a convenient digital solution for both employees and members. While there are areas that could be improved, particularly regarding speed and workflow simplification, it remains a valuable tool for managing new account applications and enhancing the member experience.

MeridianLink Opening is user-friendly and helps streamline the account opening process for both staff and members. The platform integrates well with existing systems, reducing manual data entry and improving efficiency. The workflow is intuitive, making it easier to process applications and track progress. It also provides a good member experience through digital account opening and document collection.

At times, the system can be slow to load or navigate between screens. Some processes require multiple steps that could be simplified, and troubleshooting certain application issues may require assistance from support. Additional customization and reporting options would also be beneficial.

I think it's a great software to use in general. I've noticed how more updates are being released which has helped with my experience with it!

User friendly, has gotten quicker with recent updates, different colors make it easier to arrange status on loans.

Still some minor bugs on software such as giving errors when searching for member's branch and not saving when half if the vehicles if is typed.

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

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.

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

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.

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

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

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.

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.

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

Overall I find the application as adequate, it does what needs to be done in terms of opening an application

I really enjoy the filter function of the application. I also like the ability of sending DocuSign.

Inability of seeing active app review or updated app

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!

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!

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

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.

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.

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.

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

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.

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.