MeridianLink Salesforce Integration
Level up your deposit and loan application systems
Why integrate MeridianLink with Salesforce?
MeridianLink provides loan and mortgage origination software for lenders. With a MeridianLink Salesforce integration, financial institutions can establish a true customer/member 360 data model by aligning in-process loans and accounts in Salesforce.
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Centralize and display client information so employees are able to see any accounts, loan applications, and loan status within a holistic client view.
Unify data to provide a consistent customer/member experience.
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Easily create new member and loan applications in Salesforce and automatically transfer to MeridianLink.
View opportunity data like credit reports pulled from bureaus for new applications and opportunity stage updates.
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Increase automated reporting and leverage data to fuel marketing and communication opportunities.
Get insight on cross-sell offers for existing loans at the right moment.
Service Innovations to Create Customers for Life in Retail Banking
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Why choose Mphasis Silverline?
Mphasis Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking and lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.
We’ve integrated MeridianLink and Salesforce before and would love to integrate them for you, too. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and meets your unique needs.
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