Let’s face it—document management can feel like herding cats, especially when you’re juggling hundreds of pages in a Closing package. That’s where MeridianLink Mortgage’s barcode feature comes in—an incredibly helpful tool when used correctly.
If you’re using a document vendor like DocMagic or IDS, chances are you’ve seen those little black barcode strips hanging out on the bottom of your documents. They’re not just for show—they’re the key to auto-sorting your files straight into EDocs without the headache of manual classification.
But here’s the twist: barcodes are powerful—but also a little too enthusiastic if not configured carefully.
What Does the Barcode Feature Actually Do?
When enabled, this feature reads the barcodes on incoming documents and:
- Splits a big doc package into individual documents,
- Assigns each doc to a MeridianLink “Doc Type” (if mapped), and
- Drops them into your EDocs folder with minimal manual effort.
Sounds magical, right? It is—with a little planning.
Proceed with Caution: The Splitting Surprise
Here’s what MeridianLink really wants you to know:
If a document has a barcode and no mapped Doc Type, it still gets split—but ends up in the “UNCLASSIFIED” bucket.
So that 100-page Closing package? It might become 100 tiny 1- or 2-page documents. If you’ve only mapped one document (say, the CD), the rest of the package goes rogue into UNASSIGNED territory.
Result?
- An EDocs list that’s cluttered.
- Time lost trying to figure out where your docs went.
- Frustrated staff.
Best Practice Tips
Want to avoid an EDocs disaster? Follow these tips:
- Test First. Try the barcode feature on a few loan files before rolling it out across your entire pipeline.
- Map Your Docs. Make sure your most common documents are properly associated with MeridianLink Doc Types.
- Split Intentionally. In the system setup, you can choose:
- Save as a single file, or
- Split using barcodes.
If you split:
- Decide whether to apply this to E-signed, unsigned, or both types of documents.
- Know that MeridianLink will follow your mapping exactly—so if you haven’t mapped it, it won’t know what to do.
Bonus Tip: Reach out to us at Cyberlink if you want help setting up your mappings. We’ve seen it all, and we can save you a ton of time.
Where to Set It Up
From the main Pipeline screen:
- Navigate to Admin → Company Setup → General Settings → Options → Document Generation (or your doc vendor’s name) → Edit Configuration.
- Scroll to Document Options, then choose how you want documents handled.
Remember: This feature is a time-saver—not a trap. Use it wisely and you’ll transform your document workflow into something efficient and reliable.
Need help setting this up or fine-tuning your document workflow? Cyberlink’s consultants are here to help. We’ve worked with many lenders to make barcoding work for them—not against them.
Let’s clean up those EDocs folders together.
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