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What is Telemetry BI?

Telemetry BI is an innovative cloud-based platform designed for mortgage business intelligence and analysis, marking itself as the first solution in the mortgage lending sector to seamlessly blend financial and operational data sourced from loan origination software alongside accounting systems. This distinct method enables mortgage lenders to gain comprehensive insights into their operations through interactive dashboards and established mortgage KPIs that are essential for effective decision-making. Additionally, it offers detailed branch-level profit and loss reports among other vital metrics. Furthermore, automated reporting for production, branches, and financial data can be easily integrated with existing mortgage accounting and loan origination systems. Telemetry BI ensures that all types of mortgage lending institutions can access and generate reports efficiently, which include key performance indicators like P&L statements and cost-per-loan analyses, as well as balance sheets, forecasts, and a wealth of other critical information for informed management. With its user-friendly interface, Telemetry BI empowers lenders to make data-driven decisions while enhancing operational efficiency.

What is MeridianLink Access?

The MeridianLink Portal stands out as an advanced, cloud-based point-of-sale (POS) solution that significantly improves existing systems for loan origination and deposit accounts, enabling users to easily apply for loans and create accounts anytime and on any device. Designed with a strong focus on mobile functionality and a web-friendly interface, it supports universal applications for a wide range of consumer and commercial products, incorporates prompts for cross-selling after submission, allows for document signing within sessions, and offers autofill capabilities for scanning driver's licenses. This Portal seamlessly integrates with MeridianLink's Consumer and Opening platforms, as well as online banking and core systems, presenting extensive customization possibilities such as themes, languages, and workflows—all while ensuring robust security, white-label branding, and scalability. Furthermore, it reduces errors through smart pre-fill and validation processes, delivering a smooth, consistent user experience that boosts conversion rates and simplifies the transfer of application data into backend systems without requiring manual entry. Moreover, the enhanced functionalities of the MeridianLink Portal mark a substantial leap forward in making financial services more efficient and accessible for users. In summary, it not only streamlines processes but also enriches the overall customer experience in the financial sector.

Media

Media

Integrations Supported

AMB
Encompass
MeridianLink Consumer
MeridianLink One
MeridianLink Opening
Nami ML
QuickBooks Accountants

Integrations Supported

AMB
Encompass
MeridianLink Consumer
MeridianLink One
MeridianLink Opening
Nami ML
QuickBooks Accountants

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

5X Solutions

Company Website

www.5XSolutions.com

Company Facts

Organization Name

MeridianLink

Date Founded

1998

Company Location

United States

Company Website

www.meridianlink.com/point-of-sale-software/

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Point of Sale

Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration

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