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MeridianLink

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.

  • 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.

  • 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.

  • 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

There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and a faster pace. Improving customer service is key, but if your firm doesn’t have the right platform to help meet new expectations, it’s time to implement a change. In this eBook, learn how to create a better customer experience and improve...

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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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