MeridianLink Mortgage Automation

Maximize MeridianLink Mortgage Potential

Infinity Solutions™ delivers comprehensive MeridianLink® Mortgage automation services with API-driven workflow tools, intelligent loan data management, automated validation, seamless borrower communications, and integrated payment processing. Our digital lending automation platform supports and automates YOUR workflow and processes, and helps your team to process more loans faster, reduce operational costs, ensure regulatory compliance, and enhance borrower experiences.

Close Loans Faster

Streamline MeridianLink® loan origination workflows with intelligent mortgage automation services that eliminate processing bottlenecks, reduce loan cycle times, accelerate underwriting, and get borrowers from application to closing table faster.

Reduce Manual Effort

Automate repetitive lending workflows and eliminate time-consuming manual tasks through API-driven automation services, increasing operational capacity and maximizing team productivity, without additional headcount or resources.

Ensure Compliance

Automated FEMA disaster validation, CRA eligibility verification, and USPS address verification helps ensure data accuracy and regulatory compliance throughout every loan while reducing compliance risk and maintaining audit-ready documentation for every transaction.

Enhance Borrower Experience

Keep borrowers engaged and informed with automated email communications, SMS text notifications, real-time loan status updates, and integrated payment processing - all seamlessly connected to MeridianLink® Mortgage for a superior experience.

MeridianLink

Infinity Solutions Features for MeridianLink Mortgage

From intelligent loan assignments and automated communications to compliance verification and payment processing, Infinity Solutions provides the comprehensive MeridianLink Mortgage automation tools your team needs to streamline operations and accelerate closings.

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, with load balancing logic that keeps your team running efficiently.

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 Document List 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.

USPS Address Verification icon Infinity Solutions

Document Upload & Field Merge

This utility allows you to automatically print custom documents into their proper document types in the Document List, based on any trigger or event you wish. Loan Approved? Automatically print a custom Approval Letter!

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 Enterprise Tier
Best deal
Infinity Solutions for MeridianLink Enterprise Tier

Price 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

Document Upload & Field Merge

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

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

Add-On Connect Workflows™ Packages (ea)

$395
$395

Included Professional Services Hours
+Per Month/Per Workflow

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

*Monthly minimum applies

Connect Workflows™

Intelligent MeridianLink 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.