MeridianLink Automation Services

Are you looking to propel your business into the future of streamlined operations? Embrace the power of automation with our cutting-edge MeridianLink Automation Services. Revolutionize how you manage tasks, processes, and workflows, and elevate your business efficiency to unprecedented heights.

With our expertise, you can unlock the true capabilities of your loan origination software and ensure that your business is at the forefront of innovation.

    Advantages of Our MeridianLink Automation Services

    Make a wise decision by automating your digital lending software today.

    Enhanced Efficiency

    Free up valuable resources by automating repetitive tasks, allowing your team to focus on strategic initiatives.


    Reduced Errors

    Minimize the risk of human errors that can lead to costly setbacks or compliance issues.


    Faster Processing

    Accelerate task and process completion, leading to improved customer experiences.



    Easily scale your operations without worrying about a proportional increase in manual efforts.


    Data Accuracy

    Ensure data accuracy and consistency across your systems through automated data validation.


    Competitive Edge

    Stay ahead in a fast-paced market by embracing automation-driven innovation.

    Navigating the MeridianLink Automation Landscape


    API-Driven Precision

    Our team of skilled developers empowers you with tailor-made solutions that connect directly with the heart of your systems. We craft bespoke automation services meticulously designed to meet your exact needs. Whether it's credit report ordering, loan management, or data exchange, our API-driven solutions ensure accuracy, security, and compliance.

    RPA Navigating User Interfaces Effortlessly

    RPA: Navigating User Interfaces Effortlessly

    Imagine software robots working alongside your team, automating repetitive tasks with the finesse of human touch. Through RPA, we bring this vision to life. This approach is perfect for tasks that involve navigating screens, form-filling, and structured processes. Your operations will thrive on the efficiency and reliability of our RPA-powered solutions.

    Combining Forces for Complete Automation

    Combining Forces for Complete Automation

    This hybrid approach ensures that you're equipped to tackle complex end-to-end processes seamlessly. We blend API-driven accuracy with RPA's agility to create comprehensive solutions that adapt to your evolving needs.

    MeridianLink Automated Services

    Authentication and User Management

    Authentication and User Management

    Set up authentication to access MeridianLink through the provided AuthService.
    Automate the process of obtaining authentication tickets for users using their credentials.

    Loan Information Management

    Loan Information Management

    Automate the creation, retrieval, and updating of loan information using the Loan web service.
    Enable you to import loan data from your system into MeridianLink and vice versa.

    Credit Report Ordering

    Credit Report Ordering

    Automate ordering new credit reports or reissuing credit reports for existing loan files.
    Provide integration with credit bureaus to facilitate seamless credit report retrieval.

    TotalScorecard Submission

    TotalScorecard Submission

    Implement automation for submitting loan data to FHA TotalScorecard for risk assessment and certification.
    Retrieve TotalScorecard certificates and display them.

    Data Exchange with Back End Systems

    Data Exchange with Back-End Systems

    Develop integration between your back-end system and LOS.
    Offer you the ability to exchange loan data, underwriting conditions, and other relevant

    Automated Reports and

    Automated Reports and Export

    Provide the capability to automate the creation and retrieval of batch export requests using the Reporting web service.
    Enable you to schedule and retrieve exported results for further analysis.

    Streamline Processing

    Customized Loan Processing Workflows

    Implement customized workflows that leverage the available web services to automate various stages of the loan processing lifecycle.
    Assist you in streamlining loan origination and processing workflows.

    Contact Management

    Contact Management

    Implement automation for managing contact entries using the Contacts web service.
    Allow you to maintain contact information within the MeridianLink software.

    Automated Status Updates and Notifications

    Automated Status Updates and Notifications

    Develop solutions that automatically update loan statuses and notify selected users when specific events occur in the loan processing pipeline.


    With MeridianLink, go beyond the ordinary to empower your financial journey. Your path to lending excellence starts here, where innovation knows no bounds.

    Mortgage Loan Origination Systems We Serve

    Our experts can work on every major LOS to make your mortgage operations swift

    Looking For Something Else?

    Find answers to common questions about our MeridianLink Automation Services.

    A: MeridianLink automation services refer to the suite of solutions that automate various tasks, processes, and workflows using the MeridianLink software. These services comprise API-driven integrations and RPA to automate tasks, increase accuracy, and optimize efficiency in your operations.

    A: Automated workflows and processes in MeridianLink can significantly enhance operational efficiency, reduce errors, and empower your business to stay competitive in a rapidly evolving landscape.
    A: From credit report ordering and loan management to data exchange, user management, and more, our automation services cover a broad spectrum of tasks to optimize your workflow.
    A: MeridianLink automation integrates with other systems or applications through APIs. APIs enable direct communication between systems, allowing data and functionalities to be shared efficiently and securely. Our team designs custom API-based solutions tailored to your integration needs, ensuring smooth interoperability and data exchange.

    If there’s anything else you’d like to know about MeridianLink Automation Services, feel free to reach out.

    Lawrence Lebron
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    "Based in Southern California, our mortgage company experienced exponential growth over the last 18 months at it would not have been possible had it not for ATI. Their contribution tools and customization allowed us to manage our growth and reduce risk."
    Northern Mortgage
    Pava J Leyrer CMC, CRMS, CMP | Chief Operating Officer
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    "We worked with ATI on several projects and tasks. They were very attentive to our situation and needs. When presenting our issues they worked to provide solutions to improve our operations."
    Mark Todd
    National Sales & Client Services Manager
    Byte Software, LLC
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    "In my tenured experience with ATI, I am unaware of a missed expectation. I continue to refer their services because our clients tell us, “They delivered what they promised.” Additionally, team-members are consummate professionals, and it’s with great confidence that I refer their services."
    Lance Logan
    COO - Great Western Financial Services
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    "ATI have been very effective in listening to our needs and then converting those ideas into actual results and processes in Encompass. Team’s experience in the mortgage industry with other companies has also helped. We believe we have avoided some delays and missteps by getting their feedback on what has and has not worked in the past."


    Helping customers to create better mortgage experience

    Automate with Precision, Accelerate Your Success

    Discover the transformative potential of MeridianLink Automation Services. Experience streamlined processes, enhanced accuracy, and accelerated success in every digital endeavor.

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