Customer Success Story

Achieving Efficient & Scalable Residential Lending


Headquarters: San Diego, CA
Branch locations: 25

The Challenge

Upgrading an Outdated, Sunsetting LOS

iServe Residential Lending, LLC, (iServe) provides an array of mortgage services to consumers across the U.S. However, the organization’s efforts had been hindered by its former mortgage loan origination system (LOS) provider—limited reporting capabilities, an inflexible API, and outdated workflows made for difficult user experiences. Eventually, iServe learned that this LOS was being sunset, providing an opportunity to finally implement a newer LOS poised to deliver at scale.

MeridianLink Mortgage places a real emphasis on their customers. There are real people behind the company—people who are dedicated to our success.

Michael Wilson

COO, iServe Residential Lending, LLC

The Solution

MeridianLink® Mortgage

Having already had positive experiences with the PriceMyLoan® tool by MeridianLink® Mortgage, iServe
decided to adopt the full mortgage LOS for its customizable interface and advanced automations.

Why iServe Residential Lending, LLC selected MeridianLink Mortgage

Built-in PriceMyLoan pricing engine for fast, accurate outcomes.

Tailor user experiences to your FI’s needs with robust customization options.

Third-party integrations with hundreds of vendors.

The Results

More Intuitive, Streamlined Lending Processes

iServe had already been using the MeridianLink Mortgage PriceMyLoan loan pricing tool and decided to adopt the full mortgage LOS based on the organization’s existing positive relationship with the MeridianLink® team. Staff appreciated the reliable support MeridianLink provided in helping them reach organizational goals, with dedicated specialists assisting iServe in completing the implementation process ahead of schedule.

Immediately, staff noticed improvements across the board: advanced automations with customization options removed burdensome manual tasks; the web-based interface ensures that continuous updates reach the system with little-to-no effort on the part of iServe’s staff; and third-party integrations with hundreds of partner vendors ensure that MeridianLink Mortgage seamlessly adapts to existing workflows. Additionally, MeridianLink Support staff have worked with iServe to create tailored solutions such as unique required fields to give lenders and those they serve the best experience possible.

iServe Residential Lending, LLC Achieved Impressive Results With MeridianLink Mortgage