The AOS Multiplier Built to
Outpace Delayed Onboarding
No more silos. No more delays. Just action.
Powerful alone. Transformative together.
The Eltropy × MeridianLink Opening integration streamlines account onboarding and increases funded applications with real-time communication and secure document collection within the MeridianLink platform.
Close the Communication Gap
Reach applicants instantly through personalized 1:1 text conversations and pizza tracker status updates that keep them engaged and reduce drop-offs.
Drive More Revenue, With Less Effort
Turn more applications into funded accounts through real-time interactions and document sync, reducing manual follow-ups and better efficiency.
Build Relationships From the First Tap
Deliver a frictionless, secure, and 100% digital onboarding experience that builds trust and keeps people in control of their application from anywhere, on any device.
The Eltropy+MeridianLink Opening Impact
Faster responses on Text alerts
10
x
Open rate on Text Messages
10
%
Average open time for a Text alert
2
mins
Capabilities Built for Modern Deposit Teams
Automated “Pizza Tracker” update alerts and 1:1 Text Conversations.
Secure and personalized E-sign Text links.
Auto-sync conversation history in MeridianLink.
Real-time conversation sync on the application status.
Collect and sync documents with trackable, secure links.
MeridianLink x Eltropy Opening Workflow
Open the Application
Navigate to the loan application in MeridianLink.
Launch Eltropy
Launch Eltropy to start a Text conversation and send an upload link to request documents.
Document Synced to MeridianLink
Uploaded documents are instantly synced to the deposit application.
Conversation Logged Automatically
Conversations are synced in real-time in MeridianLink for full visibility and compliance.
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.
MeridianLink® (NYSE: MLNK) empowers financial institutions and consumer reporting agencies to drive efficient growth. MeridianLink’s cloud-based digital lending, account opening, background screening, and data verification solutions leverage shared intelligence from a unified data platform, MeridianLink® One, to enable customers of all sizes to identify growth opportunities, effectively scale up, and support compliance efforts, all while powering an enhanced experience for staff and consumers alike. For more than 25 years, MeridianLink has prioritized the democratization of lending for consumers, businesses, and communities. Learn more at www.meridianlink.com.
