The CRM Multiplier
Built to Outpace Missed Opportunities
No more silos. No more delays. Just action.
The HubSpot integration connects Eltropy’s unified communications with powerful marketing, sales, and service automation, enabling Community Financial Institutions to manage the entire consumer lifecycle conversationally. Staff access complete interaction history, campaign engagement, and relationship data while engaging consumers via text or chat, ensuring personalized, context-aware conversations. This integration bridges marketing and service seamlessly, allowing CFIs to nurture prospects, onboard new consumers, and deepen relationships through natural, ongoing dialogue.
Powerful alone. Transformative together.
The Eltropy x MeridianLink Consumer integration empowers you to deliver a better borrower experience and close more loans faster by streamlining communications with members and customers within the MeridianLink Platform.
Close the Communication Gap
Keep borrowers in the loop with automated “pizza tracker” loan updates, or engage 1:1 with personalized texts that reduce confusion and abandonment.
Speed Up Path to Funding
From initial application to doc collection and final funding, the entire lending journey happens in one thread without jumping channels or apps.
Grow Loan Volume Without Adding Costs
Automated outreach and digital doc collection enable teams to manage more applications with less effort, boosting efficiency and lowering the cost per loan.
100% Digital Lending Experience
Deliver a frictionless, fast, and secure digital lending experience that builds trust and keeps borrowers in control of their application from anywhere, on any device.
The Eltropy+ MeridianLink Consumer Impact
Faster responses to Text alerts
10
x
Open rate on Text Messages
10
%
Average open time for a Text alert
2
Mins
Capabilities Built for Modern Lending Teams
Automated reminders and 1:1 Text Conversations.
Automated “Pizza Tracker”-style updates to inform on loan status.
Collect and sync documents to MeridianLink via trackable, secure links.
Automated message sync to the MeridianLink.
Akuvo x Eltropy Collections Workflow
Message Set Up
Your collections team configures automated payment text alerts directly within Akuvo.
Automated Text Triggered
Akuvo calls Eltropy’s secure Text API to send out the message to the member or customer.
Member Receives the Alert
If the member responds, the collection officer is instantly notified within Akuvo.
Real-Time Conversation Begins
The officer launches the Eltropy Messenger (within Akuvo) to continue the conversation.
Secure, Synced Message History
The entire conversation is logged and synced in real-time to Akuvo’s history section.
One of the biggest reasons we chose Eltropy was their robust integrations. As we prepared for a core conversion, Eltropy was already ready to support us, which opened up countless possibilities to increase efficiency and improve member interactions across the entire organization.
One thing that surprised me was how smoothly it went. Usually with third-party vendors, you have hiccups. But since day one, it’s been fantastic. The integration has been seamless, and the system is so intuitive that staff training was minimal. That kind of turnaround was unheard of with our old process.
The way MeridianLink and Eltropy work together has been remarkable. When a member needs to submit or sign docs, our team sends a quick Text and often get a response within minutes, rather than days. The efficiency gains have been incredible.
HubSpot (NYSE: HUBS) is the customer platform that helps your business grow better. HubSpot delivers seamless connection for customer-facing teams with a unified platform that includes AI-powered engagement hubs, a Smart CRM, and a connected ecosystem with over 1,700 App Marketplace integrations, a community network, and educational content from HubSpot Academy. Today, over 238,000 customers, like DoorDash, Reddit, Eventbrite, and Tumblr, across more than 135 countries use HubSpot to attract, engage, and delight customers. Learn more at www.hubspot.com.
