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MeridianLink Mortgage vs HubSpot Sales Hub: Which is a better fit?

Updated on February 17th, 2025
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Summary
Features in Mortgage
20
Best performer
43
  • Compliance Management
  • Electronic Applications
  • For Borrowers
13
43
  • Contact Management
  • CRM
  • Reporting & Statistics
User satisfaction
4.5
User reviews15
Ease of use
4.5
Functionality
4.1
Value for money
4.7
Customer support
4.5
4.5
User reviews475
Ease of use
4.4
Functionality
4.4
Value for money
4.2
Customer support
4.4
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.

Over 100,000 total customers in more than 120 countries use HubSpot's software, services, and support to transform the way they attract, engage, and delight customers.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
video-47533782-d87e-4719-eebc-08da4ff468bd
Elizabeth H
Senior Solutions Consultant
4.0

Elizabeth: Hi, my name is Elizabeth and I am a senior solutions consultant. I give the HubSpot Sales Hub a four out of five. And for more reviews like this, click the link below. So we use HubSpot Sales Hub for, gosh, like everything. That's what I really like about it is it can help me with every aspect of driving my pipeline, marketing efforts to leads and sending out campaigns and emails to tracking deals, creating quotes, scheduling meetings. I love how it integrates with all of my Google Apps, my calendar, my Gmail, everything just kind of lives and breathes in the HubSpot Sales Hub. So I kind of use it for every aspect of my role at my company. So what I really love about HubSpot Sales Hub is not just that it can integrate and interact with some of the other tools that I use, like my Gmail and my calendar, but my favorite feature is the meeting links. So being able to create custom links for different types of meetings has greatly improved the time it takes in order for me to schedule a meeting or a call with one of my clients or prospects. So just giving them a custom link where they can look at my calendar availability and quickly get that scheduled with me has been life changing. And the best part is I'm able to have it look at not just my work calendar, but also my personal calendar. So, my availability is true and to the moment. So that's probably my favorite feature of the HubSpot Sales Hub. So there's not a whole lot I can say that I don't like about HubSpot. I do know there's more powerful CRM tools out there, but it's easy to use. So I can't really pinpoint one specific thing. There's definitely room for improvement, but as a starter, beginner CRM tool, it's fantastic. So yeah, that's all I got on the cons for HubSpot.

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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 -

HubSpot Sales Hub

13/43
Show Mortgage Software Features +

MeridianLink Mortgage

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HubSpot Sales Hub

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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
HubSpot Sales Hub
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
HubSpot Sales Hub
  • By HubSpot
  • Located in United States
  • Founded in 2012
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