Connect My Account to MeridianLink

Overview

The Integrations settings allow for you to set up a variety of the integrations that are available with Floify.

Among these settings, you'll have access to connect your account to MeridianLink.

The MeridianLink integration allows for you to trigger verification of assets, income, or employment automatically upon the conversion of a prospect to a live loan, or to order a report manually on a one-off basis.

How to Set Up

From your team pipeline, navigate to Settings and select the Integrations tab:

Scroll down to the MeridianLink Integration and select the option to Edit MeridianLink Integration:

Select the options to enable either the 'Verification of Assets' or 'Verification of Employment and Income' for your team:

Note: This option does need to be enabled on the company level by a company admin.

Select your verification provider and enter the credentials for that provider. Make sure you select Save to confirm the changes:

Success! The MeridianLink integration is ready to go for manual requests. If you'd like to trigger reports automatically, you can find instructions here: Enable VOA Automatic Request.