Data Sync

Monitor automated MeridianLink syncs and run manual uploads or polls when needed

Latest View Source
Admin override for which dataset opens as the default latest view. Manual uses the newest retained upload in storage. Today and Yesterday always use polled snapshots.
Manual CSV Upload
Optional — only needed when the automated poll isn't providing current data
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Drop your CSV here or click to browse

Raw Data Report export from MeridianLink LOS

MeridianLink Poll Activity
No poll activity recorded yet.
Waiting for the first poll result
Recent Activity
No poll activity recorded yet.

Channel Production Report

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Summary
Approved
Locked Pipeline
Active Pipeline
Final UW / CTC
Docs In/Out
Daily
Funded Today
Approved Today
Locked Today
Apps Today
Sub to UW Today
MTD
MTD Funded
MTD Approved
MTD Locked
MTD Applications
MTD Subs to UW

Team & Role Report

Production breakdown by internal staff role

AE Teams Summary
Loan Officers
Processors / AMs
Underwriters
Funders
Setup Specialists
Doc Drawers
Shippers
Post-Closers

Wholesale / TPO Report

AE → TPO (Broker Company) → Loan Officer hierarchy

Manage Users

Toggle users on/off to control who appears in reports. Inactive users are hidden from all reports.

Account Executives 0 active / 0 total Wholesale / Correspondent
Loan Officers 0 active / 0 total Retail Channel only
Only Retail channel LOs are tracked here. Wholesale/Correspondent LOs are TPO-managed and appear in the TPO report under their broker company.
Operations Roles
Processors / AMs 0 active / 0 total
Underwriters 0 active / 0 total
Doc Drawers 0 active / 0 total
Funders 0 active / 0 total
Setup Specialists 0 active / 0 total
Shippers 0 active / 0 total
Post-Closers 0 active / 0 total
AE Teams / Groups
Bulk Actions

Refresh users from the latest saved data, or clear the lists completely.

Loan Program Mapping

Map each Loan Program Name to a report category. Upload a CSV first to see all programs.

Report Categories 0 categories
Program → Category Mappings 0 mapped / 0 unmapped