Capterra Logo
Helping businesses choose better software since 1999

MeridianLink Mortgage vs Zoho CRM: Which is a better fit?

Updated on February 16th, 2025
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Features in Mortgage
20
Best performer
43
  • Compliance Management
  • Electronic Applications
  • For Borrowers
14
43
  • Contact Management
  • CRM
  • Marketing Automation
User satisfaction
4.5
User reviews15
Ease of use
4.5
Functionality
4.1
Value for money
4.7
Customer support
4.5
4.3
User reviews6,924
Ease of use
4.2
Functionality
4.3
Value for money
4.3
Customer support
4.1
Price starts from
Not provided by vendor
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

Banks, Credit Unions, Home Mortgage Lenders, Mortgage Bankers.

Zoho CRM can be used by businesses of all sizes. Teams can even build a custom version of Zoho CRM.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
video-9567a6a9-a0cf-430c-a443-08dc6003b090
Nicole D
Owner
4.0

Nicole D.: My name's Nicole. I'm the owner and founder of Nicole Du Guay Coaching & Consulting, and I give Zoho CRM a four out of five. Prior to using Zoho CRM, I've tried a number of different CRM platforms, and Mindbody Online is an example and a couple of other ones. And I found that Zoho CRM, although the other platforms have ... Some are more specific for specific industries. Having tested a number of them, I just find that I like the integration and the versatility of Zoho CRM a lot better. The number one reason that I decided to try Zoho CRM was because I was already using Zoho Meetings and I liked the idea that I can integrate my calendar and my booking system and have it directly linked to my meetings platform that I was already using. Zoho CRM was a little bit challenging at first. It does take a little bit of time to find your way around the platform, but once I was familiar with it, it was actually really easy to get the hang of and get into using it. I would recommend that anybody wanting to use Zoho CRM take some time just to look at all the other integrations that you're already using and wanting to use and actually consider combining your accounts into the Zoho platform because I did find that if you had platforms like MailChimp, for example, that was separate, it actually ... Even though you can make it work, it actually is just easier if you keep everything in the Zoho family, which I would recommend.

How Capterra sources reviews
View all video reviews
User interface
No videos provided by vendor
155928 video thumbnail}
1 Video
123177
1 screenshot
155928
5 screenshots

MeridianLink Mortgage

Top Features
20/43
  • Accounting
  • Amortization Schedule
  • Borrower Management
  • Client Database
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • CRM
  • Customer Statements
  • Escrow Management
  • For Brokers
  • HUD Settlement Statements
  • Lender Search
  • Marketing Automation
  • Multi-Branch
  • Outsource Processing
  • Promissory Notes
  • Property Tax Management
  • Refinance Management
  • Reporting & Statistics
  • Residential Mortgages
  • Search/Filter
  • Visual Presentation
  • Activity Dashboard
  • API
  • Compliance Management
  • Document Management
  • Document Storage
  • Electronic Applications
  • For Borrowers
  • Government Loans
  • Lead Management
  • Loan Management
  • Loan Origination
  • Loan Servicing
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Task Management
  • Third-Party Integrations
  • Third Party Loan Origination
  • Workflow Management
See All features
Hide Mortgage Software Features -

Zoho CRM

14/43
Show Mortgage Software Features +
MeridianLink Mortgage
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Zoho CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
MeridianLink Mortgage
  • By MeridianLink
  • Located in United States
  • Founded in 1998
Zoho CRM
  • By Zoho
  • Located in United States
  • Founded in 1996
Recommendations

Products similar to those you're currently comparing: