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Description
MeridianLink® Engage helps financial institutions accelerate growth and deepen engagement by transforming core and third-party data into actionable insights. Through behavior-based segmentation, this banking personalization solution delivers message-driven campaigns across lending, deposits, and card products. With MeridianLink Engage, institutions can strengthen relationships, drive measurable revenue, expand share of wallet, and clearly demonstrate marketing’s impact on the bottom line.
Behavior-Based Segmentation
Uncover high-value growth opportunities by identifying consumers based on real behaviors, so every message drives stronger engagement and higher conversion.
Cross-Sell Capabilities
Boost portfolio growth by pinpointing the best moments to retain at-risk accounts, re-activate dormant users, and cross-sell products that expand relationships and revenue.
Smart Campaign Management
Increase marketing efficiency with intuitive, automated targeting rules that streamline execution, reduce manual effort, and scale personalized campaigns with ease.
Data-Driven Personalization
Turn core and third-party data into highly personalized campaigns that increase relevance, boost conversion rates, and accelerate long-term accountholder value. Mine application, LOS, and credit data to identify actionable cross-sell opportunities.
Real-Time Campaign Reporting
Track pre- and post-campaign behaviors, measure conversions, and optimize outreach with clear performance insights that encourage greater ROI. Use reports’ recommended actions and predictive outcomes to further refine campaigns.
Description
The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Calyx Point
No
Encompass
No
Facebook
No
LendingPad
No
LinkedIn
No
MeridianLink Consumer
Yes
MeridianLink Insight
Yes
MeridianLink Mortgage
Yes
MeridianLink One
Yes
MeridianLink Opening
Yes
Integrations
Calyx Point
Yes
Encompass
Yes
Facebook
Yes
LendingPad
Yes
LinkedIn
Yes
MeridianLink Consumer
No
MeridianLink Insight
No
MeridianLink Mortgage
No
MeridianLink One
No
MeridianLink Opening
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
Pricing Details
The Unify Business Growth Platform is cloud-based and Enterprise grade. Once a customized configuratoin is created, per user pricing can be cost-effectively optimized to save money.
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/engage/
Vendor Details
Company Name
Unify
Founded
2008
Country
United States
Website
unifycrm.com
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
No
Drip Campaigns
No
Dynamic Content
No
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
No
Search Marketing
No
Segmentation
No
Social Marketing
No
Website Visitor Tracking
No
Product Features
Campaign Management
Channel Management
Yes
Contact Database
Yes
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
Yes
Multi-Campaign
Yes
Content Marketing
Audience Targeting
Yes
Brand Management
Yes
Campaign Management
Yes
Categorization / Grouping
Yes
Conversion Tracking
Yes
Distribution Management
Yes
Editorial Calendar
Yes
Multi-Channel Publishing
Yes
Publish Scheduling
Yes
SEO Management
No
Social Media Management
Yes
Video Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
eLearning Authoring Tools
Content Import / Export
Yes
Course Publishing
No
Gamification
No
Instructor-Led Courses
No
Interactive Content
Yes
PowerPoint Conversion
No
Self-Paced Courses
No
Storyboarding
No
Template Management
Yes
Test / Quiz Creation
No
Video Management
Yes
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
No
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
No
Landing Pages/Web Forms
Yes
Mailing List Management
No
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
Yes
Customer Database
Yes
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
Yes
Customizable CTAs
Yes
Drip Campaigns
No
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
Yes
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
No
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
No
Commercial Mortgages
No
Contact Management
Yes
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
Yes
Pre-Qualification
No
Refinance Management
Yes
Residential Mortgages
Yes
