Meridian CTC drafts borrower requests, matches incoming documents to the right conditions, and moves every file from conditional approval to clear-to-close. Drafted by the system. Sent by you.
Built for solo MLOs. Approval-gated — nothing sends without your OK.
Stop chasing conditions across email, texts, and sticky notes. Meridian keeps every file moving in one place.
Clear, compliance-aware borrower and third-party emails for each condition — written in one click. You approve, it sends.
Borrowers just reply with a PDF. Meridian matches it to the right condition and advances it automatically.
Approved → Conditions → UW → Clear to Close → Closed. See what's open, what's received, and who owes what.
Every outbound message passes a borrower-facing validator and your approval before it ever leaves your name.
Send a secure upload link. Borrowers see only their own requested items — never your internal notes.
Draft escrow, title, and appraiser requests without leaving the file — same approval safeguards apply.
Three steps. No new system to learn — Meridian works the way you already close loans.
Drop in the lender's conditions. Meridian parses them into a tracked checklist — categorized and assigned in seconds.
Each borrower and third-party request is drafted for you. You review and approve — nothing sends without you.
Replies and uploads auto-match and advance, so you always know what's left between you and the closing table.
Automation that respects how regulated lending actually works.
Every message waits in your queue. Meridian drafts; you decide what goes out and when.
Borrower-facing rules are enforced on every draft, and upload links are credentials only you control.
No bloated LOS migration. Meridian sits alongside your workflow and handles the busywork conditions create.
Meridian CTC is rolling out to a small group of independent loan officers. Join the early-access waitlist and we'll reach out as spots open.