MeridianLink to HubSpot
Digital lending and account-opening platform for banks and credit unions. It covers consumer, mortgage, business and indirect loan origination, plus collections and reporting.
MeridianLink data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 4 items need manual work and 3 do not move. Plan roughly 3-5 weeks for a small move and 10-18 weeks for a large one.
Migration checklist for MeridianLink
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
up to 10k contacts, 2k deals
CSV or report export, one product.
Mid migration
10k-100k contacts, 20k deals
API export, household modelling and a sync job.
Large migration
100k+ contacts, 100k+ deals
Multiple products, ongoing integration, compliance reviews.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves MeridianLink: what you need to get in, what lands in HubSpot, and what will not.
SOAP/XML web services for Mortgage (LO XML); separate partner APIs for Consumer and Opening, documented to customers and partners
A web-service user and customer code for Mortgage. For SmartAPI and Consumer, an integration kit and credentials issued by MeridianLink.
Not documented in sources; assume an admin must provision an API user.
Choose your route
How will you move the data?
No native connector was found.
- You need: A web-service user and customer code for Mortgage. For SmartAPI and Consumer, an integration kit and credentials issued by MeridianLink.
- Permission: Not documented in sources; assume an admin must provision an API user.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Reporting web service queues batch export requests and returns the results
- Contacts web service for the contact rolodex
- Loan Load method returning LO XML, with a polling approach for modified loans
- Standard and custom reports run in the application
- Vendor-assisted data extract (not documented; confirm with MeridianLink)
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 10-18 weeks, usually phased.
Talk to a partnerWhere each object lands
In MeridianLink
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Borrowers / applicants / prospects | Contacts | partial | Borrower field IDs are available in the LO XML data dictionary. Export is by loan, so contacts must be de-duplicated. |
| Originating companies / referral partners / third-party originators | Companies | partial | PML originating companies have field IDs and the Contacts rolodex is exposed through the API. Mapping to Companies is an analyst assumption. |
| Loan applications / pipeline | Deals | partial | Move only the pipeline stage, amount and key dates for sales visibility. Loan origination and underwriting stay in MeridianLink. |
| Households | Companies | manual | No household object is evidenced in the sources. Derive households from co-borrower links. |
| Advisers / loan officers | Contacts | manual | HubSpot owners or a custom property would represent loan officers. The source mapping is not documented. |
| Conditions, eDocs, credit reports | Files | no | Keep these in the LOS as regulated records. |
What to expect
These are LOS engine functions with no HubSpot equivalent.
They are regulated records and should stay in the specialist system.
These belong in core or servicing systems, outside the CRM scope.
The source has no native equivalent shown in the docs.
Field IDs are numerous and loan-centric.
The LOS remains the system of record.
Consumer and Opening API docs are not public.
Whitelist fields and exclude SSN, credit and income data.
De-duplicate on email plus a hashed SSN-free key before import.
Start the access request early.
Confirm the exact product and version up front.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
The Mortgage/PML web-service docs and the vendor's product pages support the access path and product scope. The object mapping to HubSpot, the Consumer/Opening API specifics, rate limits and governance rest on category-level knowledge. MeridianLink is a loan origination and account-opening platform, not a classic CRM.
Sources
Related migrations
Frequently asked questions
How do I migrate MeridianLink to HubSpot?
1. Identify which MeridianLink products are in use: Mortgage, Consumer, Opening or Business. 2. Request the web-service user and customer code, or the SmartAPI integration kit. 3. Decide which fields may leave the LOS; exclude NPI and credit data. 4. Pull the LO XML data dictionary and list the borrower and loan field IDs needed.
What does not move from MeridianLink to HubSpot?
Underwriting decisions, pricing and compliance hard-stop rules, Credit report data and eDocs and Loan servicing and portfolio accounting data. Plan to rebuild or retire these.
How long does a MeridianLink to HubSpot migration take?
Small (up to 10k contacts, 2k deals): 3-5 weeks. Mid (10k-100k contacts, 20k deals): 6-10 weeks. Large (100k+ contacts, 100k+ deals): 10-18 weeks. These are planning estimates, not a quote.
What access do I need to export from MeridianLink?
A web-service user and customer code for Mortgage. For SmartAPI and Consumer, an integration kit and credentials issued by MeridianLink. Not documented in sources; assume an admin must provision an API user.
What compliance issues apply when moving MeridianLink data?
Check: Financial NPI (GLBA), Credit report data (FCRA), Possible minors or joint-applicant data and Mortgage data (HMDA/TRID). Agree consent, retention and access rules before exporting.
Moving MeridianLink into HubSpot?
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