A Perfect Fit

MeridianLink and DigitalMailer are joining forces to turbocharge loan growth, invest in new customer relationships and strengthen ties to current customers. Using email, online surveys, automated voice calls and triggered responses, we're following up on every opportunity and courting every lead with passion, persistance and focus.

Scroll down to learn about all the ways MeridianLink and DigitalMailer are the perfect fit for your marketing.

Want to get started? Click here to contact DigitalMailer or MeridianLink for more info.

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Lending Communication Solutions

"Incomplete" status email

The Incomplete email stays connected with potential borrowers that started and abandoned the loan application process

"Need More Information" status email

Need More Information email reaches out to your borrowers faster than your loan officers ever could pulling borrowers back to the system to see what information is needed for a loan decision. No more phone tag!

Cross-sell email series to those that offer pre-approved loans "Ready for Funding"

Ready for funding email stays connected with borrowers that have a preapproved loan while they are searching for their dream car and includes auto products your organization up-sells to borrowers.

Email with Survey link to "Funded" status

Funded survey and email speeds up your traditional survey feedback loop by thanking borrowers for their business and connecting then to your branded loan survey the day after funding while the experience is still fresh in their minds. Low scores on questions in the survey instantly sends an email with loan number, score and borrower comments to the lending team for review and action.

Email with Survey link to "Customer Declined" status

Approved Customer Declined survey and email immediately reaches out to “the ones that got away” to find out why a borrower that you made an offer turned you down. The information collected offers the Lending Team the instant opportunity to find out why the borrower is unhappy to try to save the relationship as well where the lending process needs improvement or employees need retraining.

Additional Services

First payment due email for vehicle & personal loans

First payment due email for vehicle & personal loans email cuts down on first time delinquency by automatically sending a reminder to borrowers of the payment due date and amount due 20 days after funding.

Transfer Balance email for new credit card customers

Transfer Balance email for new credit card customers promotes the availability of the program and the rate increasing the likelihood that borrowers move money to their new cards.

Cross-sell after market products on loans

Cross-sell email for funded loans stays connected with borrowers that have just received your loan for their dreams and includes products your organization up-sells to borrowers.

Automated "Thank You" call from the CEO after a funding

Personal touch "Thank You" pre-recorded and automated call from the CEO after funding builds on the relationship and promotes the value-add of your organization.

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Online Account Opening Solutions

New customer onboarding email series

New Customer Onboarding email series automatically introduces your new customer to the value-add of your financial institution and its great products and services through branded email templates with links and images that are sent at scheduled intervals.

Additional Services

New Gen-Y Customer onboarding email

New Gen-Y Customer Onboarding email series automatically introduces your new younger customer to the value-add of your financial institution and its great products and services through branded email templates with links and images geared toward Gen-Y that are sent at scheduled intervals.

New account email and survey

New Account Survey and email speeds up your traditional survey feedback loop by thanking new customers for their business and connecting them to your branded account opening survey the day after opening while the experience is still fresh in their minds. Low scores on questions in the survey instantly sends an email with ID number, score and customer comments to the customer service team for review and action.

Cross-sell email after market products on specific products & services

Automated cross-sell email series that stays connected with customers that have just signed up for a specific product which includes additional products and services related to the product they have. i.e. direct deposit for checking, check card and overdraft protection.

Personal Touch "Thank You" automated call from the CEO after account opening

Personal touch "Thank You" pre-recorded and automated call from the CEO after funding builds on the relationship and promotes the value-add of your organization.