Case Study: Mountain West Financial achieves rapid TRID compliance and scalable, consistent lending with MeridianLink (LendingQB)

Mountain West Financial - Customer Case Study

Mountain West Financial, a large Western U.S. mortgage lender, faced an urgent LOS replacement when their legacy system was being sunsetted and the CFPB’s TRID rule required readiness by mid‑2015. After a failed implementation with another vendor, Mountain West selected MeridianLink’s LendingQB and its Lean Lending approach to handle the technology swap and the organizational and cultural changes required.

MeridianLink (LendingQB) delivered a workflow‑driven LOS with focused configuration, training and strong project accountability; Mountain West completed deployment across 43 branches in three months, met the TRID deadline, retained all staff with zero resignations, and established a more consistent, scalable Lean Lending process that improved efficiency and trust in the system.

Mountain West Financial

Michael Stalnaker

Vice President, Business Process Management