# MeridianLink Mortgage

| MeridianLink Mortgage           |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
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| File Types Accepted             | <ul><li>FNMA 3.2 Pushed directly to LOS</li><li>MISMO 3.4 Pushed directly to LOS</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Hub to LOS Document Integration | Client-provided documents push to LOS                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| LOS to Hub Document Integration | Not supported at this time                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Loan Status Sync to Hub         | <p>Supported<br><br>Below is the full list of statuses available for MeridianLink Mortgage loans.  These are used for the "External Milestone Key" in the Lender Milestones:</p><ul><li>Loan\_Open</li><li>Loan\_Prequal</li><li>Loan\_Preapproval</li><li>Loan\_Registered</li><li>Loan\_Approved</li><li>Loan\_Docs</li><li>Loan\_Funded</li><li>Loan\_OnHold</li><li>Loan\_Suspended</li><li>Loan\_Canceled</li><li>Loan\_Rejected</li><li>Loan\_Closed</li><li>Lead\_New</li><li>Loan\_Underwriting</li><li>Loan\_WebConsumer</li><li>Lead\_Canceled</li><li>Lead\_Declined</li><li>Lead\_Other</li><li>Loan\_Other</li><li>Loan\_Recorded</li><li>Loan\_Shipped</li><li>Loan\_ClearToClose</li><li>Loan\_Processing</li><li>Loan\_FinalUnderwriting</li><li>Loan\_DocsBack</li><li>Loan\_FundingConditions</li><li>Loan\_FinalDocs</li><li>Loan\_LoanPurchased</li><li>Loan\_LoanSubmitted</li><li>Loan\_PreProcessing</li><li>Loan\_DocumentCheck</li><li>Loan\_DocumentCheckFailed</li><li>Loan\_PreUnderwriting</li><li>Loan\_ConditionReview</li><li>Loan\_PreDocQC</li><li>Loan\_DocsOrdered</li><li>Loan\_DocsDrawn</li><li>Loan\_InvestorConditions</li><li>Loan\_InvestorConditionsSent</li><li>Loan\_ReadyForSale</li><li>Loan\_SubmittedForPurchaseReview</li><li>Loan\_InPurchaseReview</li><li>Loan\_PrePurchaseConditions</li><li>Loan\_SubmittedForFinalPurchaseReview</li><li>Loan\_InFinalPurchaseReview</li><li>Loan\_ClearToPurchase</li><li>Loan\_Purchased</li><li>Loan\_CounterOffer</li><li>Loan\_Withdrawn</li><li>Loan\_Archived</li></ul> |
| Custom Field Mapping            | Supported                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Loan Officer Assignment         | <ul><li>Can be assigned in LOS based on LO Hub application link</li><li>Can be assigned in the LOS based on application type, even if no LO assigned in the hub</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Third Party Integration Support | <ul><li>Third Party Services can be ordered in Borrower and Lender Hubs</li><li>Reference/Report ID can map to LOS</li><li>Reports push to LOS documents</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| Mapping to Loan Templates       | <ul><li>Mapping can be completed based on basic loan template type (Conventional, Construction, HELOC, etc.)</li><li>Mapping can be completed based on specific loan product (30 Year, 15 Year ARM, Fixed, etc.)</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Disclosure Delivery             | Not supported at this time                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |