.jpg)
MeridianLink, Inc., a leading provider of digital lending, account opening, and data-driven decisioning solutions, today announced a comprehensive set of platform enhancements designed to help community banks and credit unions grow faster, scale efficiently, and better serve their customers. Every loan and new account has a path to approval but navigating that path can be complex for financial institutions. Manual processes, fragmented data, and limited visibility often slow progress and create unnecessary friction.
MeridianLink Intelligence (“Millie”) launches role-based AI agents inside MeridianLink One platform.
Doc Agent for Mortgage (GA Q4 2026) converts underwriting conditions into borrower-ready requests and extracts structured data from documents.
Doc Agent for Consumer follows in early 2027 as part of task-specific agent suite.
New Customer Resource Center centralizes support, self-service, and product collaboration with live chat and feature voting.
MeridianLink Access enhancements include prefill for identity verification and automated zip code validation for membership eligibility.
Share of Wallet automation and risk segment aggregate reporting in Insight and Engage for targeted campaigns.
“Community financial institutions are looking to build and grow relationships with consumers through more personalized experiences while automating back-office workflows to improve operational efficiency,” said Troy Coggiola, Chief Product and Strategy Officer at MeridianLink. “Our latest enhancements are purpose-built to help our customers reduce friction, automate complex processes, leverage the power of AI, and unlock new growth opportunities while strengthening customer relationships. In addition, we're making it easier for our customers to connect, collaborate and shape our future innovation.”
Headlining this release is MeridianLink Intelligence, the embedded AI offering built within the MeridianLink One platform. Nicknamed “Millie,” MeridianLink Intelligence deploys role-based AI agents inside MeridianLink One to streamline workflows, increase application to funding speed, and enhance customer and employee experiences. The first agent, Doc Agent for MeridianLink Mortgage, was previewed for an audience of 1,400 at the MeridianLink LIVE user conference, with general availability planned for the fourth quarter of 2026. Doc Agent for MeridianLink Consumer will follow in early 2027.
Doc Agent transforms document workflows—one of the most manual, error-prone areas in lending. Doc Agent:
Converts underwriting conditions into clear, borrower-ready requests
Reviews borrower-supplied documents, ensuring completeness, currency and relevance
Extracts structured data from documents for one-click updates to the application
By eliminating repetitive manual steps, Doc Agent reduces cycle times, improves accuracy, and keeps applications moving forward without bottlenecks.
MeridianLink also introduced its newly reimagined Customer Resource Center (formerly the Support Portal), a centralized hub for support, self-service, and product collaboration. The Resource Center enables users to access knowledge articles and self-service tools, submit and track support cases, engage with live support via chat, share and vote on product enhancement ideas, and monitor feature requests and updates.
Enhancements to MeridianLink Access focus on improving both consumer and workforce experiences. A key feature, prefill, verifies identity and automatically populates applicant data, reducing manual entry and accelerating completion times. Expanded omnichannel capabilities allow applicants to start and resume applications across digital and in-branch channels without losing progress. Additional enhancements include automated zip code validation to determine membership eligibility, proactive disqualification notifications, and automated consent documentation.
Updates for MeridianLink Mortgage allow customers to increase productivity and make faster, more confident loan decisions. Enhancements include the ability to define and manage loan application templates, improved access to all borrower and team conversations through the loan conversation log in the Originator Portal, and increased speed and accuracy of loan decisions by automatically saving application comparison data and reusing it when matching against electronic documents.
New updates across MeridianLink Insight and MeridianLink Engage help community financial institutions move beyond static reporting to real-time, actionable intelligence. Enhancements include Share of Wallet automation improving data connectivity and reducing manual effort, stronger integration between Insight and Engage for more targeted campaign execution, and risk segment aggregate reporting in Engage providing clearer visibility into campaign performance and ROI.
MeridianLink's leading digital lending platform and suite of solutions help retail banks, credit unions, IMBs, and consumer reporting agencies grow, scale, and serve. Powered by smarter automation, built-in compliance, trusted AI and data, and the industry's most robust partner network, we connect consumers to a modern technology ecosystem. Our solutions across account opening, loan origination and optimization, digital mortgages, collections, and reporting accelerate processes, deliver personalized experiences, and foster lasting relationships. Together, we're making lending human.
TechIntelPro empowers B2B technology decision-makers with the latest industry trends, deep insights, leadership perspectives and actionable intelligence to drive both organizational and professional milestones—and thrive on the tech pulse.