Tech That Works For You... Dive into the Mountain West Financial Tech Stack

The Digital Mortgage, Upgraded
Lead the change to customer-centric mortgages. Blend’s cloud-based platform powers end-to-end customer journeys for any mortgage product. Clients can work with you on a phone, tablet, or computer to craft the ideal experience.

Be A Trusted Advisor

Borrowers can choose to self-serve or loan officers can take applications over the phone, fill in key details, then send to the borrower for completion. In addition, you can provide remote, real-time assistance at any point during the application process. Make helpful guidance available from anywhere.

Maximize Operational Efficiency

Asset Verification - Allow borrowers to connect to their bank accounts and create a Generated Asset Statement, which can be used to verify assets.

Income and Employment Validation - Decrease manual downstream work by automatically initiating income and employment verification via The Work Number by Equifax® once an application is completed.

Automated Condition Workflow - Reduce processing and underwriting touches by analyzing borrower-provided data to automatically detect issues and surface them upon application submission.

E-Closing Solutions

Hybrid E-Closing

  • A combination of electronic and "wet-ink" signatures
  • Reduces time and frustration at closing (signing appointments reduced from 1 hour to about 15 minutes)
  • Borrowers review, ask questions, and sign up to 75% of the typical loan package prior to the closing


  • Digital end-to-end experience.
  • Borrowers can close from anywhere with the ability to meet an eNotary, have their ID verified, and complete the closing ceremony via webcam.
Effortless Connectivity

Modernizing Our Team's Connections

Connecting from anywhere and everywhere is critical in today's environment. The ability to work remotely while maintaining connectivity and collaboration is the core of our tech stack and is powered by Microsoft 365.

Empowering a Digital Workforce

Offering intelligent tools that allow our team members to work where and how they want, including platforms for meetings, chats, calls and collaboration all in one place.

Prioritizing Wellbeing

Exploring work patterns and learning ways to help team members work smarter - improving focus, wellbeing, networking and collaboration with insights.

Cloud Storage

Access, share, and collaborate on all of your files and share documents from anywhere. Work faster and smarter with anyone inside or outside your organization. Securely share files and work together in real time using Word, Excel, and PowerPoint across web, mobile, and desktop.

Anywhere Access

Easily store, access, and discover your individual and shared work files in Microsoft 365, including Microsoft Teams, from all your devices. Your offline edits will automatically sync next time you connect.

Reimagine productivity with Microsoft 365 and Microsoft Teams

Microsoft 365 has all of the familiar Office apps and more in one place. Work, learn, collaborate, connecting and create.

Stay a step ahead with the latest AI-powered apps:

  • Create inspiring documents with smart assistance features in Word, Excel & PowerPoint​
  • Use Microsoft 365 on your desktop, laptop, tablet and phone
  • Compatible with Windows, iOS and Android
LOS Designed for Streamlined Success
Today’s lenders face the challenge of creating an entire picture of their borrowers, gathering data from multiple sources. The process of collecting disparate information takes valuable time and slows the entire process. But there is a better way to ensure speed and accuracy, from application to approval. MeridianLink Mortgage, formerly known as LendingQB®, is a proven configurable, streamlined SaaS cloud-based end-to-end loan origination software system that empowers you to process loans fast and hire the best talent.

The Integrations Approach

MeridianLink Mortgage has integrated with more than 250 vendors using a "best-of-breed" approach. Allowing us to be able to select the vendors that work best for us, instead of vice versa. The Open API framework allows integrations with relative ease and a multi-tenant database architecture enables the instantaneous distribution of any integration to every single one of our users.

More than Just a Pricing Engine

MeridianLink Mortgage’s PriceMyLoan (PML) is not just a product pricing engine (PPE); it combines underwriting, product pricing, closing cost fee generator, and margin management into a single comprehensive tool. Experience the power of PML with an increasing pull-through rate, and reduce cycle times.

Marketing Operating System
Harness Data & Build Customers for Life. Purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions.

From awareness to lifelong customers

Human + Digital Connection

Make digital experiences just as impactful as in-person engagements with a platform focused on personalizing at scale.

360-degree contact view with access to behavioral, transactional, and motivational data.

Segmentation to group contacts based on where they are in their financial journeys.

Personalization at scale to tailor communications while still building essential 1:1 relationships.

Turn Customer Data Into Actionable Insights

Seamlessly integrated tech stack within the Total Expert platform for a single source of truth and a holistic view of your clients from application through funding and far, far beyond.

Personalize Engagement at Scale

Engage customers where they are with data-informed marketing automation and hyper-personalized journeys.

Transform Relationship Management

Go beyond CRM—A connected solution empowers teams to gain context and bring greater value to every interaction.

Empower Sales Teams

Quickly identify the next best engagement with lead-generation, predictive analytics, and content tools.

Getting the most for our LOs by expanding our marketing partnerships to ensure that we have powerful, personalized marketing with huge impact and as little additional work. Partnering with BombBomb, ListReports, Homebot, LenderHomePage, Mortgage Coach, and DownPayment Resource offers a best-in-class marketing platform.
Powered By Data

Harnessing data for powerful and actionable items to support and strengthen your business.


Utilizing process automation to enhance the client experience and elevate our sales team with automation.

RPA is the process by which a software bot uses a combination of automation, computer vision, and machine learning to automate repetitive, high-volume tasks that are rule-based and trigger-driven.

Find answers fast with industry-leading AI. Take advantage of the latest advances in Microsoft AI to prepare data, build machine learning models, and find insights quickly from both structured and unstructured data, including text and images.

Use smart tools for strong results. Find and share meaningful insights with hundreds of data visualizations, built-in AI capabilities, tight Excel integration, and prebuilt and custom data connectors.

Self-service analytics at scale. Reduce the added cost, complexity, and security risks of multiple solutions with an analytics platform that scales from individuals to the organization as a whole.

Mortgage accounting made easier.

One tool for all your accounting needs. Featuring a myriad of functionality, Loan Vision is able to significantly reduce the amount of manual workloads in a mortgage accounting department. With the ability to seamlessly consume data from the loan origination system, the solution drastically lessens the need to hand key and manipulate data, thereby helping to avoid the risks of human error.

Get the information you want, when you want it. Loan Vision uses real-time financial data to provide the information needed to make short and long term strategic decisions. Insight into Loan Activity, Branch performance, LO Profitability, Product Sales Performance, or any other financial metric the customer chooses all drive unrivalled reporting, leading to more informed decision-making capabilities.

Automated Income Analysis

SAVE TIME. LoanBeam takes about 30 minutes to do 1.5 hours of work and shortens the application-to-funding time by at least two days on average. INCREASE ACCURACY. LoanBeam’s software automatically reads and organizes borrower tax documents eliminating transcription errors.

PROVEN RELIABILITY. LoanBeam’s OCR technology is 99.7% accurate. Bringing you the functionality you need with the reliability you deserve. Refined Process. LoanBeam’s underlying OCR technology has been refined over fourteen years and millions of scanned tax documents. TRANSPARENT ANALYSIS. LoanBeam uses cutting edge data extraction and verification tools to reduce the chance of file manipulation.

Enhancing relationships and driving results for production manager and recruiters through actionable intelligence.

BLENDED DATA Proprietary blend of data sources allows 6 Solutions to provide highly actionable metrics at the individual contributor and market/sub-market level. Make decisions with facts supported by broad data.

LASER FOCUS 6 Solutions tools are customizable for your unique business model. Help to focus the effort of the recruiters and production leaders to be highly efficient and much more productive.

INTUITIVE REPORTING Provides clear visibility up, down and across your organization. Know the potential of your recruiting pipeline to align support capacity and growth trends.

PORTFOLIO MONITORING Take immediate action to protect existing accounts and avoid run-off with daily triggers that identify critical credit activity.

Receive automated notifications within 24 hours of the bureau updating data.

Avoid loss with early detection of negative credit trends: change in payment behavior, delinquent accounts, bankruptcy, and more.

Identify new loan inquiries and capitalize on lending opportunities.

Have proactive communication with borrowers to evaluate your business and find the right solution(s) that fit the portfolio.

We look forward to discussing how our tech stack primes our sales team for success. If you're interested in learning more, and Mountain West Financial reach out at join@mwfinc.com, or to learn more visit our main site.

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Mountain West Financial is an Equal Housing Opportunity Lender. NMLS# 164497.