Eltropy Texting (SMS)

Created by Tony Sanches, Modified on Mon, Jul 1, 2024 at 11:22 AM by Tony Sanches

Within the Meridian Link application, to utilize Eltropy, click 

 

A new window will open, this is where you will be interfacing with the applicant. 

 

Click Text to begin texting the loan applicant

 

Communication with Eltropy:

Utilize the Eltropy Templates

All conversations are recorded.  It is best practice to follow scripts when speaking with members via text and maintain short conversations to meet character limits.

 

How to request documents:

 

Generate upload document link in Meridian Link

From the tree on the left click Letters/Docs

 

Under the letters and docs page at the bottom click Remote Doc Upload

 

A new web page will pop up, click Generate Link

 

The link will generate, click Copy to Clipboard

 

Send link to applicant via Eltorpy

 

Applicant will be able to upload the requested documents directly to the Meridian Link Document portal.

 

If you need to request additional documents you may use the Eltory document request for individual document request.  

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article