MeridianLink Access and MeridianLink Portal

Powerful Point-Of-Sale Solutions

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Elevate Experiences, Streamline Operations,
and Drive Growth

Elevate speed and efficiency across all popular browsers and devices with MeridianLink’s comprehensive point-of-sale (POS) solutions. Purpose-built with best practices and industry expertise, our solutions can help you exceed consumer expectations, grow lending and deposit portfolios, and future-proof your business.

Explore our two options and select the solution that’s right for your financial institution.

MeridianLink Access

MeridianLink® Access, a highly configurable POS system that empowers you to easily modify workflows and configure the loan and account opening process to meet your unique needs.

MeridianLink® Portal, a turnkey POS system that utilizes best practices, layouts, and workflow templates allowing for quick and efficient execution of applications.

Our POS solutions integrate seamlessly with the MeridianLink® One product suite so you can feel confident that all your online applications route seamlessly into your existing MeridianLink® Consumer and MeridianLink® Opening platform.

Enjoy a consistent, user-friendly experience from start to finish!

  • Combination Application: Consumers can apply for both loan and deposit accounts using a single application.
  • Built-in Cross-sell Support: Post-submission logic allows for in-application cross-selling of additional products.
  • Universal Application: One portal can service all loans and deposit account types across consumer and commercial channels.
  • High-level Configuration: Control application themes and wording through a built-in editor.
  • Complete Integration: Full integration of online banking, core systems, deposit account opening, and loan origination.
  • Mobile-first Design: Supported across all major browsers and device types.
  • Mobile-enabled Population: Quick data population from any major browser and device.

Features

100% Web-Based

24/7 Access Online

Supported on All Popular Browsers & Devices

Cross-Selling Support

In-Session Document Signing

Driver’s License Scans for Autofill

Each financial institution is unique, and MeridianLink Portal allows the customization to meet those needs.”

FirstBank

Benefits

Comprehensive

Scalable and expandable configuration allows flexibility to support online consumer application types and quantities from a single type to an entire lending portfolio.

Secure, Fast, & Reliable

We make security a priority. Discover a solution that minimizes data collection and retention while maximizing encryption.

White-Label Design

Seamlessly meshes with your existing web presence for a consistent format and style throughout the application.

Resources

MeridianLink Access is a highly configurable, omnichannel point-of-sale (POS) solution designed to elevate consumer engagement throughout digital account opening and loan origination. It streamlines the decisioning process and delivers a seamless, user-friendly application experience—empowering your institution to offer convenience, consistency, and efficiency across every channel. 

MeridianLink Access helps increase conversion rates and engagement by offering intuitive workflows, smart pre-fill, and custom questions designed to guide consumers through completion and increasing product adoption.

Yes. MeridianLink Access includes flexible branding and configuration options, allowing financial institutions to easily customize colors, fonts, language, and workflows to reflect their brand’s unique identity and voice. 

Absolutely! MeridianLink Access is fully responsive, ensuring consumers can access and complete applications smoothly from any device, anytime, anywhere. 

MeridianLink Access integrates seamlessly within the MeridianLink One platform, including our loan origination and deposit account opening solutions and our robust network of MeridianLink Marketplace partners, including core systems, digital banking platforms, fraud, analytics, and other preferred fintech partners. 

Yes! With MeridianLink Access, consumers can apply for loans and deposit accounts through one unified application process, creating a smoother experience and increasing the likelihood of product bundling and cross-selling success. 

MeridianLink Access includes workflow automation, smart pre-fill options, and built-in validation checks to reduce manual tasks and errors—helping staff work smarter and process applications more efficiently. 

With automated funding and disbursements, e-signature capabilities, and in-session ID verification, MeridianLink Access accelerates the funding process, helping you deliver a fast and satisfying experience to your consumers.

MeridianLink Access integrates with trusted identity verification, fraud detection, and document management tools through the MeridianLink Marketplace. These real-time, behind-the-scenes safeguards authenticate identities, detect fraud, and manage sensitive documents—protecting both consumers and financial institutions without disrupting the application flow. 

Yes, MeridianLink Access includes the ability to save and resume applications, as well as autofill for existing account holders.

Yes, MeridianLink Access supports pre-qualification and pre-approval workflows using custom logic defined by your institution. This automation enables faster decisioning and helps identify cross-sell opportunities early in the consumer journey.

MeridianLink Access provides a fully automated system with configurable logic, enabling institutions to manage user permissions and tailor digital workflows. This provides a consistent, convenient application experience across all channels to better serve consumers.

Yes, MeridianLink Access allows you to build custom applications and customize fields to fit specific audiences. It supports multiple application offerings for a single financial product, helping you deliver personalized, streamlined experiences for both consumers and small businesses.

Yes, MeridianLink Access supports Single Sign-On (SSO) to simplify and secure the process across deposit and loan application experiences. With SSO, account holders can easily apply for additional products without needing to re-enter their information, reducing friction and encouraging deeper engagement with your financial institution. 

Let’s Talk — Whether you’re in the preliminary stages of research or looking for detailed answers that may require a demo, our team is always available to discuss your options and how we can help.

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