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

Drop your CSV here or click to browse

Raw Data Report export from MeridianLink LOS

MeridianLink Report Sync
No poll activity recorded yet.
Waiting for the first poll result
Recent Activity
No poll activity recorded yet.
Employee Data Sync
No sync activity recorded yet.
Waiting for the first sync result
Recent Activity
No sync activity recorded yet.
View Sync Change Log →
TPO Data Sync
No TPO sync activity recorded yet.
Waiting for the first TPO sync result
Recent Activity
No TPO sync activity recorded yet.
View Sync Change Log →

Channel Production Report

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Branch, Team, & Role Reports

Production breakdown by internal staff role

Wholesale / TPO Report

AE → TPO (Broker / Corr / Mini-Corr) → Loan Officer hierarchy

Loan activity & Approved or Watch List status = active  ·  No loan activity & Approved or Watch List status = inactive  ·  Loan activity & any other status = inactive

Manage Users

Users can be toggled active/inactive to control how they will appear in reports. Excluded users are hidden from all reports and if they have loans the loans will be considered "Unassigned". Users are removed if they are "Inactive" per MeridianLink Mortgage.

Account Executives 0 active / 0 total Wholesale / Correspondent
Loan Officers 0 active / 0 total Retail Channel only
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
Excluded AEs are not available for team assignment. Manage Account Executives to change their status.
Branches
Branches group AE teams under a branch manager. Assign a qualifying manager as owner — teams under their reporting line auto-attach.
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