MeridianLink Opening Integrations

Plaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over 8,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.

Finicity's open banking platform simplifies the integration of your customers' financial data into your application or service. This innovative platform is utilized globally by leading organizations aiming to enhance financial experiences for their clientele. The quality of your experience hinges on the integrity of the data, which has proven reliable in the most challenging markets. With straightforward coding to endpoints, you can test data efficiently and connect seamlessly to Finicity’s open banking infrastructure, ensuring robust API coverage for banks, credit unions, and payroll providers. Our comprehensive suite of APIs makes it convenient to access the essential data required to drive your products forward, offering a streamlined solution for financial integration.

DocuSign is a versatile electronic signature platform that enables organizations of any scale to send, sign, and manage contracts and agreements conveniently from any device, at any time, and from any location. With a robust user base exceeding 250,000 companies across 188 nations, it supports the signing of diverse document types, such as school permission slips, business contracts, and various agreements. The platform accommodates multiple languages, ensuring accessibility for a global audience, and features a user-friendly mobile application compatible with Android, iOS, and Windows devices. Additionally, DocuSign provides a digital notarization service, empowering Notary Publics to electronically witness and sign documents, thus enhancing the efficiency of notarization processes for organizations. This seamless integration of electronic signatures and notarization makes DocuSign a comprehensive solution for modern document management needs.

CICTotal Manager™ emerged from our commitment to providing exceptional service and dependable information through a comprehensive online property management solution. This cutting-edge platform is built to be strong, intuitive, and affordable, serving a diverse array of rental property types, including single-family homes, multifamily units, commercial properties, and public housing. Users benefit from unlimited complimentary customer support, all managed from the United States. Prioritizing security, CICTotal incorporates two-factor authentication to safeguard your data consistently. Furthermore, you can easily access a wealth of property management resources and keep abreast of legislative developments via our informative blog. CICTotal's platform is acclaimed for its speed and ease of use, making it a reliable option for fulfilling your property management requirements. The convenience of uploading and sharing vital documents, such as leases and images, adds to its functionality. Our streamlined accounting features designed for banks, properties, and tenants ensure that your financial records are straightforward and accurate, enhancing your overall management experience. With CICTotal, you are empowered to confidently tackle the intricate challenges of property management, ensuring that every aspect is handled efficiently. Additionally, the platform’s user-centric design makes it an ideal choice for both seasoned professionals and newcomers alike.

Zest offers a comprehensive 360-degree SaaS platform that delivers real-time insights into employee engagement, enabling both managers and HR personnel to respond swiftly to their team's needs. The solution is equipped with various features, including Mood tracking, Surveys (which serve as mini Yearly Performance Reviews), and Check-Ins, all accessible through user-friendly web and mobile applications. Our platform is built around three essential pillars necessary for assessing engagement and commitment: Listen, Perform, and Share. As a manager or HR representative, you'll benefit from in-depth reports and dashboards that empower you to oversee employee commitment levels and manage your teams efficiently with just a single click. The Three Pillars are as follows: #1 Listen: Features: Moods, Surveys, Engagement Meter, and Key Drivers. #2 Perform: Features: Check-in, Goal setting, and regular performance evaluations. #3 Share: Features: Feedback mechanisms, Idea submissions, and personalized company messaging through My Zest. Ultimately, our mission is to enhance your team's productivity and well-being while simultaneously decreasing employee turnover rates within your organization, fostering a more engaged and committed workforce.

Effortlessly manage your leads and sales funnel with our all-in-one CRM solution! Take control of your sales pipeline to significantly increase your revenue. Improve and cultivate client relationships by keeping track of vital customer data. Strengthen teamwork by assigning tasks, monitoring obstacles, and much more. Access your data securely from anywhere at any time with our cloud-based platform. Build stronger connections with your clients, and enhance collaboration among your team members. Address customer issues more effectively, while organizing and storing essential customer information in a more efficient manner. Maximize your profitability by fine-tuning your sales pipeline, and enjoy substantial savings in both time and money compared to more elaborate and overpriced CRM systems that come with unnecessary features. StarterCRM is designed specifically for small business owners and aspiring entrepreneurs looking for simplicity, efficiency, and a user-friendly interface—all for an affordable monthly fee! By opting for StarterCRM, you are making a smart investment in a tool that is tailored to meet your business requirements while facilitating growth and success. Start your journey toward better sales management today!

Select a payment provider that helps decrease expenses while increasing your profits. Whether your objective is to provide multiple payment options for your healthcare organization or to improve your accounts receivable, BillingTree is dedicated to supporting your growth. An enhanced payment processing experience can greatly strengthen your customer relationships and encourage loyalty among your clientele. Understanding that different sectors possess distinct payment requirements and demands, BillingTree steers clear of a one-size-fits-all strategy. Our committed team pays attention to the specific needs of each sector we serve, equipping you with improved visibility over your operations and payment management. We guarantee that the entire payment journey is not only effective but also simple and secure from start to finish. In addition to merely providing products, BillingTree offers integrated solutions aimed at helping you retain a higher proportion of your payments, speed up your cash flow, and minimize operational challenges. With our in-depth knowledge, you can navigate the payment landscape with confidence, tailored precisely to your industry’s unique needs, ultimately leading to sustained business success.

The ultimate solution for overseeing corporate legal matters is a robust platform that effectively manages legal spend, case management, and defense strategies, linking various elements of your legal framework. By utilizing this system, you can gain enhanced control over expenses, optimize workflows, and achieve full transparency regarding critical business aspects. The Passport applications can function independently or work together effortlessly, creating a cohesive approach to handling legal and risk information throughout the organization. This versatile platform is designed to be open, integrated, and secure, enabling you to unify diverse systems and processes within a singular, collaborative environment. Embracing this innovative tool can significantly elevate your legal operational efficiency.

NotaryWorks enables lenders to offer a wide array of electronic closing solutions for real estate transactions, resulting in faster loan closures and improved satisfaction for borrowers. Unlike other electronic notarization options currently on the market, NotaryWorks provides an in-home notary experience that includes choices like remote online notarization and mobile notaries for clients who prefer traditional methods. Each notary is not only certified but also rigorously vetted by Accurate Group, which guarantees a high level of trustworthiness and professionalism. The platform integrates electronic documents, streamlined workflows, secure e-signatures, and e-notarization technology into an intuitive user interface. It complies with regulations outlined by the Uniform Electronic Transactions Act (UETA) and the Electronic Signatures in Global and National Commerce Act (E-Sign Act), ensuring that all transactions are legally sound. Additionally, NotaryWorks can be combined with the Accurate eSign solution to create a fully integrated e-closing experience, enhancing the process for all stakeholders involved. This commitment to offering diverse options allows NotaryWorks to cater to varying borrower needs and simplify the entire closing process significantly. Ultimately, the platform strives to innovate the notary experience in a way that benefits everyone engaged in real estate transactions.

Whether you are preparing for a data migration, seeking reliable insights about your customers, or ensuring adherence to regulations, our data quality management solutions are here to assist you. Collaborating with Experian provides you with powerful tools for data profiling, discovery, cleansing, and enrichment, along with the orchestration of processes and the ability to conduct thorough analyses of your data sets. Understanding your business’s data has never been easier or more efficient. Our solutions allow for seamless integration with various data sources, making it possible to remove duplicates, correct inaccuracies, and standardize formats effectively. Improved data quality fosters a more expansive and nuanced understanding of your customers and operational processes, ultimately enhancing strategic decision-making. Additionally, utilizing these solutions can significantly elevate your organization’s performance and streamline its efficiency. This proactive approach to data management sets the foundation for sustained growth and innovation in a competitive landscape.

Smart API provides an efficient answer for obtaining the critical credit and verification services that your business needs. The landscape has recently experienced a notable rise in the number of credit resellers and verification service providers. This leads to an important inquiry: how much time are you realistically able to allocate for integrating your system with each of these services? Do you have the capacity to develop multiple APIs—three, five, or even ten—to compile the vital data necessary for your business's prosperity? Instead of squandering precious development resources, you can simplify your process by connecting to a single API that grants access to credit and verification information from numerous resellers and service providers. Our platform empowers you to take advantage of customizable response formats, integrate various technologies, and attribute data effectively, all complemented by dedicated support personnel to boost your efficiency and provide a competitive edge. With our service, you can access data from three credit bureaus in mere seconds, all brought together into one detailed report. Furthermore, our API makes it simple to connect with a diverse range of credit resellers and verification services, ensuring your data requests are not only secure but also sent over HTTPS with strong 128-bit SSL encryption for optimal protection. By harnessing these features, you can greatly enhance your operations and concentrate on what truly matters—expanding your business and achieving your goals. Moreover, the time saved allows you to allocate resources to other strategic initiatives, further driving your company's success.

LenderClose’s cutting-edge platform and award-winning solutions bring together all essential data for lenders into a single, unified interface. By empowering credit unions and community banks to streamline their lending and underwriting procedures, LenderClose fosters greater speed, efficiency, and a superior experience for borrowers. Crafted by industry veterans, LenderClose combines extensive knowledge in both lending and technology to deliver its services. The organization stands at the leading edge of technology-driven innovations that transform the lending experience. With a firm commitment to service excellence, LenderClose guarantees that every client enjoys a premium experience. Their offerings not only enhance internal productivity but also strive to provide exceptional lending services. Whether handling a single loan or managing numerous transactions, meticulous care after funding is essential. For example, confirming that property taxes are up to date can lead to substantial savings for credit unions or community banks. By prioritizing quality and efficiency, LenderClose is fundamentally altering the lending landscape, ensuring that both borrowers and lenders benefit from these advancements. The company’s continued focus on improvement positions it as a leader in the evolution of financial services.

AML Insight™ is a cutting-edge anti-money laundering (AML) solution developed by LexisNexis, designed to assist financial institutions in the detection, analysis, and reporting of potentially suspicious activities. Leveraging sophisticated data analytics and artificial intelligence, this platform offers prompt insights and comprehensive monitoring of transactional patterns. It enables organizations to identify and address high-risk transactions and entities through thorough risk assessments and screenings against global watchlists. By prioritizing compliance with regulations, AML Insight empowers financial institutions to combat money laundering effectively while enhancing their operational efficiency. This holistic strategy not only provides organizations with essential tools to navigate the complexities of financial threats but also fosters a proactive stance in safeguarding their operations. Ultimately, AML Insight™ positions institutions to adapt and respond swiftly to the dynamic challenges present in the financial sector.

After nearly six years of intensive development, we are excited to announce the launch of our latest DataFreight product tailored specifically for the Microsoft .NET platform this year. This cutting-edge product signifies a complete transformation of the existing DataFreight system, incorporating a wealth of new features that are intended to greatly improve functionality across all modules. DataFreight serves as a powerful and scalable suite of applications that cater to organizations ranging from small businesses to large enterprises. Presently, it operates in more than 400 locations across the United Kingdom and has expanded its reach to international markets such as the United States, Canada, China, the Czech Republic, Ghana, India, South Africa, Nigeria, the Republic of Ireland, the Netherlands, Bahrain, Dubai, Oman, Hong Kong, and Thailand. As one of the most prevalent forwarding solutions originating from the UK, DataFreight is notable for its extensive global footprint. Furthermore, it is expertly designed to run effortlessly on the Microsoft Windows platform, which is the foundation for over 90% of desktop computers worldwide, thereby ensuring broad accessibility and ease of use for a wide variety of clients. The combination of its comprehensive feature set and international deployment solidifies DataFreight's position as a key contender in the logistics software sector, making it an essential tool for businesses seeking to optimize their operations. Ultimately, its innovative design and user-centric approach set it apart from competitors in the market.

The SureClose® transaction management system revolutionizes your workflow and boosts team collaboration. This innovative platform enables all parties involved to collaborate online, ensuring prompt access to information and offering various benefits. You have the option to review and electronically sign documents that do not require notary approval before the closing occurs. Furthermore, clients will receive Weekly Summary Reports detailing the previous week's activities, enhancing transparency. Access to documents is secure, with clients able to use a password-protected website or an emailed secure link to their SureClose account. Additionally, you can archive closing files within the SureClose system for convenient document storage or choose to receive a CD with all pertinent documents at the time of closing. This efficient process not only simplifies transactions but also fosters better communication and coordination among all parties involved, ensuring a smoother experience from start to finish.

We firmly believe that Savvy CM Professional™ delivers unmatched value in the field of web-based content management systems, outshining even open-source alternatives. Perhaps you encountered us while searching online for content management options, came across our promotional materials, or simply stumbled upon our website. Regardless of how you found us, you likely recognize the importance of being able to manage your website updates with ease, a realization that often stems from past experiences that were both time-consuming and expensive. Involving non-technical team members in the assessment of CMS software is crucial to ensure it aligns with the diverse needs of all users in your organization. When you assess Savvy Content Manager against any other content management system available, it becomes evident that it is the most intuitive choice for your regular content contributors. Our dedication to simplicity and efficacy cements Savvy CM Professional™ as an excellent option for enterprises in search of a dependable content management tool. Additionally, our user-centric approach ensures that all staff members, regardless of their technical background, can contribute effectively to your organization's web presence.

This cyber information risk management tool is crafted in alignment with ISO 27001:2013 standards. It optimizes the risk management process, enabling results that are ready for annual audits, which saves valuable time and resources. The platform is web-based, allowing users to conduct quick and straightforward information security risk assessments on various devices, including desktops, laptops, iPads, and smartphones, ensuring accessibility at any time and from any location. Organizations must be aware of the risks involved in managing their information and also need to comprehend their information assets, which encompass applications, services, processes, and physical locations, along with understanding their importance and associated risks. The arc tool equips organizations to effectively meet these needs and more, providing specialized modules for Asset Management, Business Impact Assessment, Risk Assessment, and User Administration. This thorough approach not only improves the consistency of risk assessments but also enhances overall efficiency, ultimately leading to significant savings in both time and costs for the organization. By leveraging this tool, companies can adeptly navigate the intricate landscape of information risk management while maintaining a strong and resilient security posture, thus positioning themselves for long-term success. Furthermore, the tool's user-friendly interface ensures that all team members can engage with the risk management process, fostering a culture of security awareness throughout the organization.

Success is significantly influenced by the presence of a clearly articulated strategy along with defined objectives. It is vital to lead your team purposefully and establish specific targets, ensuring that everyone's contributions are in sync and purposeful. Leveraging Connections facilitates effective communication regarding priorities, progress, and teamwork, which ultimately enhances the likelihood of achieving shared goals. While this thorough strategic framework may seem impressive at first glance, its articulation can often become challenging, leading to its potential forgetfulness shortly after the kickoff meeting. As a result, the strategy may not be effectively conveyed to those engaged in everyday operations, including managers, supervisors, front-line employees, and support staff. This lack of connection can result in diminished employee engagement as they find it hard to comprehend how the strategic plan impacts their individual roles. When team members feel left out of the loop, their ability to contribute positively diminishes, creating a disconnect between the overarching strategic vision and its practical implementation. To mitigate this disconnect, it is crucial to maintain ongoing communication and actively involve every team member in the strategic process, which fosters a sense of ownership and dedication. Moreover, regular updates and feedback loops can further enhance understanding and commitment, ensuring that everyone feels invested in the success of the organization.

ClickSWITCH tackles the persistent issue that has impeded the expansion of financial institutions: the difficulty of moving account holders from one bank to another. Its mission is to empower consumers and create a landscape where banks can compete effectively and thrive. Headquartered in Minneapolis, ClickSWITCH has swiftly broadened its reach to support numerous financial institutions and fintech companies across all 50 states, along with Puerto Rico and Canada. Furthermore, Q2 streamlines the connection with both new clients and those who may have lapsed in activity. By automating the migration of direct deposits, recurring payments, and online card transactions to your financial institution, our solutions ensure a seamless integration of account holders, solidifying your position as their primary financial services provider. While attractive marketing and digital account openings can draw in account holders, fostering and retaining valuable primary relationships requires a more holistic strategy. Ultimately, the collaboration between ClickSWITCH and Q2 allows financial institutions to greatly enhance their customer engagement tactics, paving the way for sustained growth and customer loyalty in a competitive market. This partnership not only addresses immediate needs but also lays the groundwork for future innovations in customer service and relationship management.

Matrix by Cotality offers a comprehensive real estate listing management solution that helps professionals efficiently manage and market properties. It integrates MLS data, real-time market analysis, and a collaborative dashboard to keep all stakeholders aligned. The platform is built for ease of use, with customizable features that cater to a variety of real estate needs, from property listing to marketing. Matrix supports seamless communication and provides deep insights to optimize strategies, helping real estate professionals save time, increase productivity, and improve their client services.