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

Updated on February 7th, 2025
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Summary
Features in Mortgage
20
Best performer
43
  • Compliance Management
  • Electronic Applications
  • For Borrowers
15
43
  • Client Database
  • Contact Management
  • CRM
User satisfaction
4.5
User reviews15
Ease of use
4.5
Functionality
4.1
Value for money
4.7
Customer support
4.5
4.7
User reviews603
Ease of use
4.7
Functionality
4.5
Value for money
4.7
Customer support
4.5
Price starts from
Not provided by vendor
Free version
Free trial
/user
Yearly subscription
Free version
Free trial
Best for

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

Bigin is ideal for small and micro businesses that are looking to move away from inefficient spreadsheets and other legacy sales tools and better manage their customer relationships.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
Stephanie B
Founder
4.0

Stephanie: Hi, I'm Stephanie and I'm from Elf Squad Inc. And The BIG Geelong CoWorking Day. And I give Bigin CRM a rating four out of five. Okay. Previously I was using a very large, well-known CRM system and I liked it, but when it came to configuring for custom fields and, really, making the system work for me and for our operation, it was just incredibly difficult. And I spent hours and hours on tutorials and going through all sorts of systems-based academy stuff to try and work out how to make this thing work, and I just never quite got there. And Bigin, I found, and on day one it was just working beautifully. Fantastic. I chose Bigin, mainly, I just saw an ad that popped up on YouTube and it was talking about toppings, and I thought, okay, that sounds great. And I have previously had some familiarity with Zoho CRM, and I was looking at perhaps going back to Zoho, but then Bigin popped up and I thought this could be quite good. It was actually originally for a client who is not as experienced in contact management systems, and I thought, we need something a little straightforward. So I thought, we'll just get him going on that. As soon as I did with him, I thought, wow, this is fantastic. It's just so easy. It just works. That was really my selection process. It was really just trialing it out for someone who had fairly basic requirements, but it was good to know that we had a fairly straightforward way of expanding. And then within hours of working on it for him, I realized this thing is fantastic. I'm going with this for myself. Getting Bigin started was great. It was so easy. It flowed. It integrates beautifully with both Google. So I use the free Gmail service actually as my email client, but I have a variety of different domain name emails because I am involved in quite a few things. And each and every time it's worked, it's not required a great deal of additional sitting down and doing tutorials or reading up on help documents or anything like that. It's been fairly straightforward. Yeah, it's been great. I've really enjoyed it. I do have a marketing and database marketing background, but I have from previous experience realized that doesn't always mean every system is easy to onboard, and this it just slotted in straight away. The only exception was just this week I just started doing mass emails and lead magnet kind of signup stuff, and there was a couple of things that I did need to look into because it wasn't as intuitive, but now I know how that works. Again, very, very simple and straightforward. It was resolved within about five minutes. I highly recommend Bigin CRM. At this point in time I haven't even needed to add in any additional plugins or, as they're called, toppings. So I haven't needed to explore that side of it. Everything that I need it for from the point of view of managing tasks, pipelines, email back and forward, mass emails, all sorts of things, it's just really fantastic. Very, very easy. There is a very well-known system that's popular amongst small business owners and globally well-known, and it's one that I've been very committed to over the years because I just thought one day it will work for me, and I never quite got there. So if you're just feeling like something just isn't working for you, just give Bigin a go because it is a breath of fresh air. It's really straightforward to get going. Even for people who don't have a lot of experience using contact management systems, you can add and adapt and customize fields for your contacts, your records, pretty much everything on the fly. So it doesn't mean you have to stop what you're doing, go in, change a field, and then come back out again. You can pretty much do it all as you're going, and that's fantastic. So for a nimble organization like ours, we really need to just get things done, not make it too complicated, but make sure that it's future-proof and can grow with us and I have every confidence that's what Bigin is. We're just under a month in and I am loving it.

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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 -

Bigin by Zoho CRM

15/43
Show Mortgage Software Features +

MeridianLink Mortgage

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Bigin by Zoho CRM

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
Bigin by 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
Bigin by Zoho CRM
  • By Zoho
  • Located in United States
  • Founded in 1996
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