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Description
Organize all your documents and drawings efficiently with our leading enterprise document management software. Meridian offers a unified source of truth, customizable workflows that enhance collaboration across internal departments, and ensures that every alteration to a document is recorded and audited for regulatory compliance. The management of engineering documents involves the skillful search, retrieval, and handling of intricate files, such as CAD designs, drawings, technical specifications, and communication records, which are prevalent in AEC (Architecture, Engineering & Construction) firms. Navigating the complexities of engineering document management can pose challenges for many businesses in these sectors. Meridian's specialized document management solution for engineering projects addresses these issues adeptly. By centralizing essential documents and drawings, Meridian streamlines operations and automates critical processes, thereby improving overall efficiency. This creates a more organized environment that supports better teamwork and faster decision-making.
Description
MeridianLink® One is a cloud‑based financial services platform that brings together account opening, consumer and mortgage loan origination, collections, marketing, and analytics into a unified, modular ecosystem. Built to support the full consumer financial journey, the platform enables financial institutions to automate routine processes, eliminate system fragmentation, and operate more efficiently at scale.
Configurable digital acquisition tools support account opening and application workflows with responsive, mobile‑friendly experiences. Adaptive forms, save‑and‑resume functionality, document upload, progress indicators, and e‑signature options help reduce abandonment and improve completion rates. Automated decisioning applies configurable rules and underwriting logic to accelerate approvals, reduce manual review, and ensure consistency across lending products.
MeridianLink One includes built‑in analytics and AI‑driven insights, delivering real‑time dashboards, customizable reports, and exploratory sandboxes to support data‑driven decisions across lending and account operations. Integrated marketing automation enables personalized campaigns and cross‑sell opportunities based on real‑time application, credit, and core data.
The platform connects seamlessly with more than 600 third‑party technologies, including core systems, digital banking platforms, fraud tools, and fintech solutions via open APIs and flexible integrations. Built‑in compliance, encryption, audit tracking, and regulatory workflows ensure security and reliability. With a modular design, institutions can deploy the capabilities they need today and expand as their business evolves.
API Access
Has API
No
API Access
Has API
Yes
Integrations
MeridianLink Access
No
MeridianLink Business
No
MeridianLink Collect
No
MeridianLink Consulting
No
MeridianLink Consumer
No
MeridianLink Data Connect
No
MeridianLink Decision Lender
No
MeridianLink Engage
No
MeridianLink Insight
No
MeridianLink Mortgage
No
Integrations
MeridianLink Access
Yes
MeridianLink Business
Yes
MeridianLink Collect
Yes
MeridianLink Consulting
Yes
MeridianLink Consumer
Yes
MeridianLink Data Connect
Yes
MeridianLink Decision Lender
Yes
MeridianLink Engage
Yes
MeridianLink Insight
Yes
MeridianLink Mortgage
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Accruent
Founded
1995
Country
United States
Website
www.accruent.com/solutions/engineering-document-management-meridian
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/solutions/banking-software/
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
No
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
