MeridianLink Opening Integrations

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

Finicity's open platform for banking makes it easy to connect your customers' financial information to your app or service. Finicity's open platform banking platform is being used worldwide by some of the most innovative and large organizations to provide better financial experiences for their customers. Your experience is dependent on data quality. Our data has been battle tested in the most demanding markets. You can easily code to endpoints and test data, and connect to Finicity’s open banking platform to access the best API coverage for banks, credit unions and payroll providers. Access to the data you need to power products is easy with our suite of APIs.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

CICTotal Manager™ was created out of our dedication to delivering outstanding service and reliable information within a comprehensive online property management solution. This innovative platform is designed to be robust, user-friendly, and cost-effective, catering to a wide range of rental property types such as single-family homes, multifamily units, commercial spaces, and public housing. Users can enjoy unlimited complimentary access to customer support based in the United States. Safety is a top priority for CICTotal, as it provides two-factor authentication to protect your data at all times. Additionally, you can instantly access valuable property management resources and stay updated on legislative changes through our informative blog. CICTotal's platform is known for being among the fastest and easiest to master, making it a trustworthy choice for your property management needs. You can conveniently upload and share essential documents, including leases, images, and other files. Our streamlined accounting features for banks, properties, and tenants ensure that your financial records remain both simple and precise, enhancing your overall management experience. With CICTotal, you can confidently navigate the complexities of property management.

Zest is 360deg SaaS solution. It provides real-time data on employee engagement, allowing managers and HR professionals to quickly take action. Features include the Mood, Surveys (mini Yearly Performance Reviews), Check-In (check-in), and more. The suite is available in both web and mobile apps. Our solution combines the three main pillars that you need to measure engagement and commitment in your team: Listen, Perform, and Share. You'll have access as a manager or HR representative to reports and detailed dashboards. These will allow you to monitor the commitment of your employees and manage your teams with one click. The 3 Pillars #1 Listen: Features: Moods, Surveys, Engagement Meter, Key Drivers #2 Perform: Features: Check-in, Check-in, Goals #3 Share: Features: Feedback, Ideas and My Zest. Company message. Our mission is to increase productivity and well-being of your team, as well as reduce staff turnover within your company.

Effortlessly oversee and manage your leads and sales funnel with our comprehensive CRM solution! Boost your revenue by taking charge of your sales pipeline. Enhance and nurture client relationships by monitoring essential customer information. Foster better teamwork by delegating tasks, tracking challenges, and much more. Enjoy secure access to your data anytime and anywhere with our cloud-based platform. Cultivate stronger client connections. Enhance collaboration among team members. Resolve customer issues with greater efficiency. Organize and store vital customer data more effectively. Elevate your revenue and profitability by optimizing your sales pipeline. Experience significant savings in both time and money compared to more complex and costly CRM systems that offer unnecessary features. StarterCRM is specifically crafted for small business owners and aspiring entrepreneurs seeking simplicity, efficiency, and an easy-to-use interface—all at an affordable monthly rate! By choosing StarterCRM, you're investing in a tool that aligns with your business needs.

MeridianLink Insight is a comprehensive, cloud-based business intelligence platform tailored for financial organizations such as banks, credit unions, and mortgage providers. This solution provides users with interactive and visually engaging dashboards along with customizable reports that feature drill-through functionalities, allowing both frontline employees and decision-makers to analyze loan and account origination data in real time. Insight integrates effortlessly with existing systems, utilizing MeridianLink Data Connect to channel data into a secure data warehouse that refreshes daily, enabling Insight to deliver dynamic analytics without delay. The user-friendly interface includes various filters, exploratory sandboxes, and embedded visualizations, empowering users to create reports in mere minutes rather than taking days. In addition, Insight enhances data-driven initiatives by offering tools for benchmarking, performance monitoring, predictive analytics, revenue enhancement, and compliance-friendly visualizations, all of which are available at any time and from any location. This accessibility ensures that financial institutions can make informed decisions swiftly and efficiently.

MeridianLink Data Connect is a cloud-based platform that allows financial institutions to securely and automatically transfer various types of origination data, including account openings, consumer and loan applications, as well as credit and queue information, directly into their data warehouses each day, thereby eliminating the need for manual or bulk uploads. Once the system is integrated, users can achieve near real-time visibility into the complete origination process, facilitating quicker insights into approval rates, identifying bottlenecks, and analyzing performance trends. This solution is specifically designed to work in harmony with MeridianLink Insight, providing capabilities for interactive dashboards, detailed reporting, and data-informed decision-making without the burden of expensive research and development or technical complexities. By centralizing organized data such as configuration tables, time series, and credit metrics, financial institutions can enhance their compliance monitoring, improve operational efficiency, gain consumer insights, offer personalized experiences, conduct benchmarking, and perform timely trend analyses. Ultimately, this empowers institutions to make informed decisions that can drive growth and improve customer satisfaction.

The MeridianLink Portal is a sophisticated, cloud-based point-of-sale (POS) solution that enhances existing systems for loan origination and deposit accounts, allowing users to effortlessly apply for loans and set up accounts at any time, from any device. With a design prioritizing mobile usability and a web-centric interface, it accommodates universal applications for a variety of consumer and commercial products, includes prompts for cross-selling after submission, enables document signing during sessions, and provides autofill for driver's license scans. This Portal is fully integrated with MeridianLink's Consumer and Opening platforms, along with online banking and core systems, offering extensive customization options, including themes, language, and workflows, all while maintaining high levels of security, white-label branding, and scalability. Additionally, it minimizes errors through intelligent pre-fill and validation processes, ensuring a smooth, consistent user experience that enhances conversion rates and streamlines the transfer of application data directly into backend systems without the need for manual input. Overall, the MeridianLink Portal represents a significant advancement in the efficiency and accessibility of financial services.

Opt for the payment provider that enables you to decrease costs while increasing your revenue. If you need to accommodate various payment methods in your healthcare practice or aim to retain a larger portion of your receivables, BillingTree is designed to facilitate your growth. A streamlined payment processing experience is essential for nurturing and expanding customer relationships. Recognizing that each sector has its unique set of payment demands, BillingTree avoids a generic approach in favor of tailored solutions. Our dedicated team focuses on the specific needs of every industry we support, empowering you with greater control over your operations and payment management. From inception to completion, our merchant services ensure that the payment process is efficient, straightforward, and secure. Rather than merely offering a range of products, BillingTree delivers integrated solutions that enhance your ability to retain payments, accelerate collections, and reduce complexity, ultimately fostering a more prosperous business environment. By choosing BillingTree, you are not only optimizing your payment processes but also investing in the future success of your enterprise.

The most powerful platform to manage enterprise legal affairs. Passport legal spend, matter and defense applications can connect all parts of your legal ecosystem. This will allow you to better control your costs, streamline workflows, and have complete visibility to everything that is important to your business. Passport applications can be deployed separately or combined seamlessly to provide a unified solution to managing legal and risk-related information across the enterprise. It is flexible, open, integrated and secure. This platform allows you to connect different systems and processes in a single, secure and collaborative environment.

NotaryWorks empowers lenders to provide a comprehensive range of e-closing solutions for real estate, facilitating quicker loan closings and enhancing borrower satisfaction. In contrast to other electronic notarization services available today, NotaryWorks delivers a thorough in-home notary experience, offering various choices such as remote online notarization as well as mobile notaries for those who favor a more conventional method. Each notary is certified and thoroughly vetted by Accurate Group, ensuring reliability and professionalism. The platform seamlessly integrates electronic documents, efficient process flows, secure e-signature, and e-notarization technology into a user-friendly interface. It adheres to the guidelines set by the Uniform Electronic Transactions Act (UETA) and the Electronic Signatures in Global and National Commerce Act (E-Sign Act), ensuring legal compliance. Furthermore, NotaryWorks can be paired with the Accurate eSign solution to provide a fully integrated e-closing experience, making the process smoother and more accessible for all parties involved. By offering these varied options, NotaryWorks aims to meet diverse borrower preferences and streamline the overall closing process.

Whether you are gearing up for a data migration, striving for dependable customer insights, or ensuring compliance with regulations, our data quality management solutions are at your service. Partnering with Experian offers robust capabilities in data profiling, discovery, cleansing, and enrichment, along with process orchestration and the capacity for comprehensive analyses of your data volumes. Gaining insights into your business’s data has never been simpler or quicker. Our solutions enable smooth connections to numerous data sources, facilitating the elimination of duplicates, rectification of errors, and standardization of formats. Enhanced data quality leads to a broader and more detailed understanding of your customers and business operations, ultimately driving better strategic decisions. Moreover, leveraging these solutions can significantly boost your organization’s overall performance and efficiency.

LenderClose’s innovative platform and award-winning technology consolidate all necessary information for lenders into a single, comprehensive hub. By enabling credit unions and community banks to enhance their lending and underwriting processes, LenderClose promotes speed, efficiency, and an improved borrowing experience. Developed by industry professionals, LenderClose integrates decades of expertise in lending and technology. The company is at the forefront of tech-driven solutions that redefine the lending process. Committed to service excellence, LenderClose ensures that each client receives a top-notch experience. Their solutions not only boost internal productivity but also aim to deliver outstanding lending experiences. Whether managing one loan a month or thousands, meticulous attention is crucial post-funding. For instance, verifying that property taxes are current can save credit unions or community banks significant amounts of money. Ultimately, LenderClose is reshaping the landscape of lending with a focus on quality and efficiency.

AML Insight™ is an innovative solution for anti-money laundering (AML) provided by LexisNexis, aimed at supporting financial institutions in identifying, analyzing, and reporting potentially suspicious activities. By utilizing advanced data analytics and AI technology, the platform delivers timely insights and thorough oversight of transactional behaviors. It empowers organizations to pinpoint and handle high-risk entities and transactions through in-depth risk evaluations and checks against worldwide watchlists. With its emphasis on regulatory adherence, AML Insight enables financial institutions to effectively fight against money laundering while improving their operational effectiveness. This comprehensive approach equips organizations with the tools necessary to stay ahead of evolving threats in the financial landscape.

As customer demands evolve rapidly alongside technological advancements and new competitors continuously enter the market, Engage empowers Financial Institutions to effectively cater to the distinct requirements of each individual customer. This all-encompassing solution for consumer lending, account management, and card marketing automation enhances your understanding of customers by creating detailed profiles that reveal their specific needs and timing. By facilitating opportunities that drive revenue throughout your organization, Engage allows you to precisely target your audience with tailored and pertinent communications while also measuring the results on your financial performance. By integrating your internal data with third-party information through our state-of-the-art decision-making and marketing platform, Engage eliminates the burdensome tasks of IT data retrieval, organization, and manual reporting for marketing initiatives. Additionally, it streamlines your processes and elevates the client experience in your lending growth strategies through seamless connections to MeridianLink's Consumer loan origination software and MeridianLink Portal, ultimately fostering deeper customer relationships and enhanced service delivery.

Following approximately six years of dedicated development efforts, this year marks the launch of our newest DataFreight product specifically designed for the Microsoft .NET platform. This innovative product represents a complete overhaul of the existing DataFreight system, introducing a host of powerful new features aimed at significantly enhancing functionality across all modules. DataFreight is a robust and scalable suite of applications utilized by organizations of all sizes, from small enterprises to large corporations. Currently, it is operational in over 400 locations throughout the United Kingdom and has also reached international markets, including the United States, Canada, China, Czech Republic, Ghana, India, South Africa, Nigeria, Republic of Ireland, Netherlands, Bahrain, Dubai, Oman, Hong Kong, and Thailand. As one of the most widely deployed forwarding solutions developed in the UK, DataFreight stands out for its global reach. Additionally, it is designed to operate seamlessly on the Microsoft Windows platform, which powers over 90% of desktop computers worldwide, ensuring broad accessibility and user-friendliness for a diverse range of clients. The combination of its extensive feature set and global deployment makes DataFreight a formidable player in the logistics software industry.

The SureClose® transaction management system simplifies your workflow and enhances collaboration with our team. This platform allows all involved parties to work together online, ensuring that information is accessible swiftly and providing several advantages. You can review and electronically sign documents that do not need a notary before the closing takes place. Additionally, you will receive Weekly Summary Reports outlining the activities from the past week. Clients can access their documents securely through a password-protected website or via an emailed secure link to their SureClose account. Moreover, you can archive closing files within the SureClose platform for easy document storage or opt to receive a CD containing all relevant documents at the closing. This streamlined process ultimately improves efficiency and communication throughout the transaction.

We are confident that Savvy CM Professional™ offers unparalleled value in the realm of web-based content management software, even when compared to open-source options. You may have stumbled upon us during your online search for content management solutions, received our promotional materials, or perhaps found our site by chance. However you arrived, it’s likely that you understand the significance of being able to update your website efficiently. This realization often comes from a tedious and costly experience. It is essential to involve non-technical staff in the evaluation of CMS software to guarantee that it meets the needs of all users within your organization. When you compare Savvy Content Manager to any other web content management tool on the market, you'll discover that it stands out as the most user-friendly option for your everyday content contributors. Our commitment to simplicity and effectiveness makes Savvy CM Professional™ a top choice for businesses seeking a reliable content management solution.

This is a cyber information risk management solution that conforms to the ISO 27001:2013 standards. It effectively reduces the time dedicated to risk management processes while delivering audit-ready results on an annual basis. Being a web-based platform, it allows users to perform information security risk assessments with remarkable speed and efficiency. The tool is compatible with a variety of devices, including desktops, laptops, iPads, and mobile phones, ensuring accessibility from any location at any time. Organizations must understand the risks they encounter in managing their information assets, which encompass applications, services, processes, and locations, as well as the significance and associated risks of these assets. The arc tool empowers organizations to achieve these insights and more through its targeted modules for Asset Management, Business Impact Assessment, Risk Assessment, and User Administration. By utilizing this tool, users can generate consistent, repeatable, and dependable risk assessments that ultimately save both time and financial resources, enhancing the overall effectiveness of their risk management strategy. Furthermore, it fosters a culture of proactive risk management within the organization, leading to improved decision-making and safeguarding of vital information assets.

Achieving success relies heavily on having a well-defined strategy and clear objectives. It's crucial to guide your team with intention and set specific goals, ensuring that everyone's efforts are aligned and meaningful. Utilizing Connections allows for seamless communication of priorities, progress, and collaboration, which in turn drives collective goal achievement. Although this comprehensive strategic approach may appear impressive, it often becomes difficult to articulate and can be forgotten shortly after the initial launch meeting. Consequently, the strategy tends to be poorly communicated to those involved in daily operations, including managers, supervisors, front-line staff, and support teams. This disconnection leads to a lack of engagement among employees, as they struggle to understand the relevance of the strategic plan to their roles. When staff members feel uninformed, they are less likely to contribute positively, resulting in a gap between the strategic vision and its execution on the ground. To bridge this gap, consistent communication and involvement of all team members in the strategic process are essential for fostering a sense of ownership and commitment.

ClickSWITCH addresses the longstanding challenge that has hindered the growth of financial institutions – the process of transferring account holders from one bank to another. The goal of ClickSWITCH is to enhance consumer freedom while fostering competitive and profitable banks. Based in Minneapolis, ClickSWITCH has rapidly expanded its support to hundreds of financial institutions and fintech companies across all 50 states, as well as Puerto Rico and Canada. Additionally, Q2 simplifies the process of connecting with both new and existing customers, including those who have become inactive. By automating the transfer of direct deposits, recurring payments, and online card transactions to your financial institution, our solutions can fully integrate account holders and position you as their primary provider of financial services. While effective marketing and digital account openings may attract account holders, nurturing and maintaining profitable primary relationships necessitates a more comprehensive approach. Ultimately, the synergy between ClickSWITCH and Q2 enables financial institutions to optimize their customer engagement strategies significantly.

Matrix from Cotality is a leading platform for real estate professionals, offering efficient listing management and improved productivity. The software consolidates multiple listing services (MLS) and market insights into one easy-to-use interface, streamlining workflows and enhancing property marketing efforts. With advanced search functionality, customizable reports, and collaborative tools, Matrix enables users to track property performance and market trends in real-time, ensuring that every decision is backed by data. It is designed to help real estate professionals manage listings more effectively and stay ahead in a competitive market.