Infinity Solutions™ Maximizes MeridianLink® Mortgage LOS Potential

Transform your lending operations with automation tools that enhance productivity, reduce manual effort, improve accuracy, and drive growth.

Infinity Solutions™ seamlessly integrates with MeridianLink® Mortgage LOS to automate critical tasks, from borrower communications to payment processing, while maintaining rigorous compliance standards.

By eliminating manual processes and reducing potential errors, your team can focus on what matters most—growing your business and serving your valued customers.

MeridianLink

Infinity Solutions Features

Workflow Automation icon Infinity Solutions

Workflow Automation

Well, true to its name, Infinity Solutions provides you infinite ways to automate your workflow! Fee, field, data, user, condition, and document automation, when you need it, in real-time.

Role Assignment icon Infinity Solutions

Role Assignment

Automatically assign team members to loan files based on customizable business rules and conditions. Yeah, this one is boring to describe - but it's what's on the inside that matters. And this feature saves you lots of time. Like, really, LOTS.

Closing and Task Calendar icon Infinity Solutions

Closing & Task Calendar

It's like a digital and much more efficient version of that big whiteboard in the closing department! MaestroTM  is a powerful, 100% web, closing and task management calendar, for both your internal users and your TPOs, Title Companies, Correspondents, and LOs on the road.

Round Robin icon Infinity Solutions

Round
Robin

Automatically assign loans to team members based on custom scenarios and schedules.

SMS Messaging icon Infinity Solutions

SMS 
Messaging

Loan Messenger streamlines client communication through real-time, automated text updates and custom templates you control. Plus, it won't accidentally text your mom when you meant to text your friend. "bro, party at Jeff's apt"... dang it... 'just kidding mom, I'm studying".

Automated Emails icon Infinity Solutions

Automated
Emails

Triggered, automated, real-time, batched, rule-based....Infinity covers them all. Send customized HTML emails including the ability to merge loan data and automatically attach and send eFolder documents.

FEMA Disaster Validiation icon Infinity Solutions

FEMA
Automation

Automatically verify properties against FEMA disaster declarations through both loan-level rules and batch processing. Updates custom fields with disaster data and enables hard stops for required appraisals.

CRA Check icon Infinity Solutions

CRA
Check

Verify CRA eligibility, income limits, and lending program qualifications through automated geographic data imports.

USPS Address Verification icon Infinity Solutions

USPS Address Verification

Validate addresses against USPS database with automated USPS lookups.

Payment Gateway icon Infinity Solutions

Payment
Gateway

Collect borrower payments securely through integrated credit card and ACH payment processing.

Infinity Solutions for MeridianLink Pro Tier
Infinity Solutions for MeridianLink Enterprise Tier
Best deal
Infinity Solutions for MeridianLink Enterprise Tier

Price Per Loan

Starting at
$.50
a loan
per loan
Starting at
$1
a loan
per loan
Starting at
$0*
a month
per loan

Triggered/Real-Time Communications

Unlimited

Automated Emails With Data Merged

Unlimited
Automated Emails with Data Merged
Unlimited
HTML Branded Email Templates
Unlimited
Auto-Scheduled Email Delivery Based on Loan
Unlimited
Automated Loan Folder Movement & Management
Unlimited
Automated & Dynamic User Assignments
Unlimited
Automated Report Generation & Email Delivery
Unlimited
Unlimited
Unlimited
Unlimited
Unlimited
Unlimited
Automated SFTP Report Delivery
Unlimited
Unlimited
Unlimited
Unlimited
Unlimited
Unlimited

HTML Branded Email Templates

Unlimited

Automated Loan Field Updates

Unlimited

Round Robin/Intelligent File Assignments

Unlimited

Automated FEMA Disaster Validation

Unlimited

Automated Payment Requests

Unlimited

Integrated eCheck and Credit Card Processing

Unlimited

Payment History Tracking

Unlimited

Integrated Closing Calendar and Closing Status

Unlimited

Custom Task-Based Calendar & Queue Management

Unlimited

Customizable Task-Based Calendar & Queue

Unlimited

Triggered & Automated Text Messages

Unlimited

Track & Manage Recipients Opt-in/Opt-Out

Unlimited
Encompass Essentials, 10+ Free Tools Bundle

Automated Text Templates with Field/Data Merge

Unlimited

CRA Check (FIPS, Census Track, etc.)

Unlimited

USPS Address Verification

Unlimited

Workflow Automation, Per Additional Workflow

$495
$395
$395

Included Professional Services Hours
+Per Month/Per Workflow

1 Hour
1  Hour + 1 Hour Per WF
2  Hour + 1 Hour Per WF

*Monthly minimum applies

Connect Workflows™

Intelligent automation with Connect Workflows™
(Optional plug-n-play package add-ons)

Connect Workflows™ can help your business automate tedious or complicated processes, saving you time and hassle while reducing risk and errors. It can also help you automate communications between borrowers, lenders, partners, prospects, and more! Need custom reports on loan status, what’s in the pipeline, or where borrowers are at in the ECOA Process? We’ve got you covered!
Workflow

ECOA-Adverse Action
+ Statement of Denial

Automate the most tedious and error-prone parts of your ECOA/Reg B process, ensuring perfect compliance while freeing up your loan officers. Never miss an NOI letter again with our intelligent tracking and notification system.

Workflow

Servicing Transfer
Letters

Eliminate manual letter handling with automated servicing transfer communications that trigger when conditions are met in your LOS. From hello/goodbye letters to insurance transfers, we handle the entire process while maintaining complete records.

Workflow

Management Reports

Gain instant visibility into your loan pipeline with personalized daily reports for loan officers and management. Track key metrics and maintain accountability while reducing manual reporting time and improving loan performance.

Workflow

Appraisal Delivery

Streamline appraisal fee collection and delivery with our automated payment and tracking system. Eliminate uncollected fees and manual follow-ups while maintaining seamless integration with your LOS.

Workflow

Trailing Docs and
Collateral

Automate document requests and tracking for title and escrow documentation with intelligent workflows. Save time and eliminate manual processes while ensuring faster delivery of critical closing documents.

Workflow

Print Fulfillment

Transform your document delivery with professional print and mail services that integrate directly with your workflows. We handle printing, stuffing, and mailing while automatically updating your records in Encompass.