Customer Success Story
Eustis Mortgage achieves mortgage growth from $15 million to $100 million a month
How Eustis Mortgage used MeridianLink Mortgage to scale production and increase efficiency
Headquarters: New Orleans, LA
The challenge
Three logins, one slow mortgage process
Eustis Mortgage originates home loans across the Gulf South, with a relentless focus on innovation as one of its five core values. Yet its lending technology was creating unnecessary friction. Employees who covered multiple roles needed three separate logins to access their work, while an outdated eDoc folder and unreliable barcode reader slowed things down even further.
For a lean team where processors also handled insuring, these inefficiencies came at a cost. Eustis Mortgage was looking to increase production without adding headcount, and they needed lending technology that could help its team work faster and more efficiently to accomplish that.
The solution
The solution: MeridianLink Mortgage
Eustis Mortgage implemented MeridianLink® Mortgage as a single system for origination, documents, and vendor services. The selection process started with the people who use it every day. They asked their highest-producing operations staff to define their non-negotiables, then turned their feedback into a three-page checklist of must-haves and nice-to-haves.
Why Eustis Mortgage selected MeridianLink Mortgage
Monthly volume grew from $12 million to roughly $100 million, increasing from 4 to 25 branches.
Cost to originate is now 15%–25% lower than IMB averages, helping them scale production more efficiently.
Seamless implementation with minimal disruption allowed the team to modernize its lending operation without adding headcount.
The results
More productivity, less complexity
With vendor integration a critical requirement, Eustis Mortgage leveraged MeridianLink Mortgage’s extensive partner marketplace and open API to integrate directly with DocMagic®, Finicity, Halcyon®, and The Work Number®, bringing the tools its team relies on into one connected lending platform.
They made the transition with minimal disruption and little to no retraining, even as the business adapted to major regulatory and industry changes. The intuitive platform, combined with a more connected workflow, helped Eustis Mortgage steadily increase the number of loans closed per employee, without expanding its operations team.
Loan officers can now take applications from virtually anywhere, meeting borrowers where they are and providing a faster, more flexible way to start the home loan journey.
