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.

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 born from our commitment to providing excellent service and quality information in an online property management software. CICTotal is a powerful, intuitive and affordable platform that allows you to manage a variety of rental properties. This could include single-family, multifamily, and public housing properties.

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.

Our all-in-one CRM makes it easy to manage and control your leads, sales pipeline, and contacts. Take control of your sales pipeline to increase revenue. Tracking customer data is a great way to build and strengthen client relationships. You can improve team collaboration by assigning tasks and tracking issues. Our cloud-based service allows you to access your data securely from anywhere and at any time. Improve client relationships. Increase team collaboration. Improve customer service. More effectively store and organize customer data. Boost your revenue and profitability through a better sales pipeline. You can save money and time over more complex, expensive CRM platforms that offer a lot of features you don’t need. StarterCRM was created for small business owners and entrepreneurs who want simplicity, performance, and an intuitive interface at a low monthly price.

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 allows lenders to offer a wide range of real estate eclosing options to speed up loan closings and better serve the borrower's needs. NotaryWorks offers a complete in-home notary service that is different from other electronic notarization options on the market. It also offers remote online notarization and mobile notaries for those borrowers who prefer a more traditional approach. Accurate Group certifies and screens all notaries. NotaryWorks integrates electronic documents, process flows and secure esignature technology into a single platform. The solution conforms to the Uniform Electronic Transactions Act, (UETA), and the Electronic Signatures in Global and National Commerce Act, (E-Sign Act). Accurate eSign can be combined with NotaryWorks to provide a complete e-closing experience.

Our data quality management solutions can be relied upon whether you are preparing for a migration or looking to gain reliable customer insight. WHAT DOES DATA QUALITY-MANAGEMENT MEAN? Experian offers powerful data profiling, data discovery and data cleansing and enrichment. Process orchestration is also possible. Full-volume analyses can also be performed with Experian. It's now easier than ever to gain insight into your business data. Our solutions enable you to connect seamlessly to hundreds of data sources to eliminate duplicates, correct errors, standardize formats, and remove duplicates. You will have a better understanding of your customers and business operations if you have better data quality.

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.

This year will see the release of our latest DataFreight product, which was developed for the Microsoft.NET platform. It has taken six years to develop. The new product is a complete overhaul of the entire DataFreight product and introduces a variety of powerful new features that will provide enhanced functionality across all product modules. DataFreight is an extremely scalable set of applications that can be used by large and small organizations, as well as those in between. It is currently available in over 400 locations in the United Kingdom, as well as abroad in the following countries: United States of America, Canada, China. DataFreight is a forwarding product that has been developed in the UK and is widely distributed. DataFreight runs on Microsoft Windows platform, which powers more than 90% of all PC desktops around the world.

You should choose the payment provider that will help you reduce expenses and generate more income. BillingTree is able to help you grow, whether you want to accept multiple payment options for healthcare practices or just keep more of your account receivables. A quality payment processing experience can help your business grow and retain customers. We also know that each industry has its own payment requirements and needs. BillingTree is not a one-size fits all solution. Our team members are committed to each industry we serve, giving your business more control over how payments are handled and more control over your business. Our merchant services make payment processing fast, easy, and secure. BillingTree's payment system doesn't just cover a few products. We offer integrated solutions that allow you to keep more of your payments, get paid quicker, and minimize complexity.

The SureClose®, transaction management system, makes it easier to do more work and work with us. SureClose allows all parties to work together online. This makes it possible to obtain information as quickly and efficiently as possible. All documents that do not require a notary before closing can be viewed and electronically signed. Weekly Summary Reports detailing activity for the past seven days. Clients can access their documents via a password protected website or an emailed secure hyperlink to your SureClose website. You can archive closing files in SureClose and provide a CD with the documents at closing.

Savvy CM Professional™, we believe, is the best web-based content manager software available today. This includes open-source software. You found us online. You might have been searching the internet for content management tools or received promotional information from our company. Or maybe you just happened upon our website. You probably came here because you realize the importance of being able to update your website. This is something you've probably learned through a frustrating, expensive, and slow process. To ensure that CMS software works for everyone in your company, make sure you include non-technical people when reviewing it. Compare Savvy Content Manager to any other WCM tool and you'll see that Savvy Content Manager has the most intuitive CMS tool for your daily content contributors.

Strategy and clear strategic goals are key to success. Your team will be more effective if you have a clear purpose and clearly defined goals. This will ensure that everyone is on the same page and work is relevant. Connections allows you to share your priorities, track progress, and collaborate with others to achieve your goals. Connections Online can help you keep everyone motivated and excited about the results. Although this multifaceted strategic plan is impressive, it can be difficult to explain or forget after the initial kickoff meeting. The strategy is not often communicated to those who do the day-today work, such as your supervisors, managers, front-line staff, and support team. Your staff become disconnected as a result. They don't see how the strategic plan affects them. They are not engaged. They don't understand what you're doing or why it's important.

ClickSWITCH solves an age-old problem that has hindered new business development in financial institutions: switching account holders between different institutions. ClickSWITCH's mission enables consumers to choose while also enabling financial institutions that are competitive and profitable. ClickSWITCH is headquartered in Minneapolis and has rapidly grown to support hundreds more financial institutions and Fintechs across all 50 states, Puerto Rico, and Canada. Q2 makes it easy for you to connect with existing accounts, new accounts, and even idle ones. Our automated solutions to switch direct deposits, recurring payment, and online card payments can bring your account holders fully aboard--and make you their primary financial service provider. While marketing and digital account opening skills might get account holders in, building profitable primary relationships takes more.

Smart API is the best way to connect to the verification and credit services you need. In recent years, the number of verification service providers and credit resellers has increased dramatically. How much time do you have to spend integrating your platform with each one? Are you able to create three, five, or ten APIs to retrieve the data that your business needs? Instead of wasting development time, connect one API to access credit verification and credit data from dozens service providers and resellers. Our customizable response layouts, merge technology and attribute data and dedicated support staff will allow you to save time and give you an advantage over your competitors. Allows you to quickly pull data from 3 credit bureaus into one report. API allows you to connect to hundreds of credit resellers and verification services. Secure and easy requests sent via HTTPS using 128-bit SSL encryption.

LenderClose's innovative platform and award-winning technology combine all the information lenders need in one place. LenderClose assists credit unions and community bank to streamline the process of underwriting and lending, resulting in faster, more efficient, and better borrowing experiences. LenderClose was built by lenders who have decades of technology and lending experience. LenderClose is committed to providing exceptional service. A first-class experience for each client Solutions that improve internal productivity and provide exceptional lending experiences. Post funding, it is important to pay attention to whether you are originating one loan per month or thousands. A credit union or community bank can save hundreds of thousands by confirming that property taxes are not due.

LexisNexis®, AML InsightTM will provide the best content and technology to speed identity verification and strengthen anti-money laundering compliance. It also supports enhanced due diligence for key Know Your Customer, Customer Identification Program (CIP), and Bank Secrecy (BSA) regulations. LexisNexis®, Risk Solutions provides leading anti-money laundering expertise, proven KYC and CIP compliance tools, and enhanced due diligence solutions for your business. Intelligent, robust reporting integrates seamlessly with your existing systems to offer flexibility and the highest level of security and trust. Our integrated LexisNexis AML InsightTM delivers actionable insights that will help you get to know your customers, identify AML/BSA risk, strengthen AML compliance, and protect your business.

It is a tool for cyber information risk management that aligns with ISO 27001:2013. It reduces the time required for risk management and provides results that can be audited annually. It is a web-based tool that allows for quick and easy information security risk assessments. It can be accessed from any device, including desktop, laptop, ipad, and mobile. It is important for organisations to be aware of the risks involved in managing their information. It should be aware about its information assets (applications and services, processes, location, etc. These assets should be understood and assessed for their importance as well as the associated risks. The arc tool helps an organisation achieve all of these goals by offering modules that target: Asset Management, Business Impact Assessments, Risk Assessments, and User Administration. It allows you to create consistent, repeatable, and reliable risk assessments that can save you time and money.

CoreLogic Listing Management Platform, (Matrix), delivers the same speed and dependability you've come accustomed to - but now with usability taken up to the next level. We've modernized CoreLogic Listing Management Platform’s (Matrix’s) UI, while ensuring that the trusted framework used for nearly one million members is retained. With OneHome™, you can collaborate with your clients in new and exciting ways. From enhanced home searches to a marketplace for mortgage, insurance and home improvement providers, with broker and agents recommendations. We enable better decisions, faster closes, happier customers, and more referrals. Now, your members are able to help clients Find, Protect, and Buy the home of their dream.