Yes! You can keep track of your Shastic leads as they go through your MeridianLink Online Loan Application
Keep track of your new Shastic leads in near real-time by setting up this MeridianLink to Shastic integration. Once set up, Shastic will notify you by email every time someone new clicks 'Apply now' and goes to your Loan Application.
How It Works
- The prospect makes an estimate on one of your Shastic Bots
- The prospect clicks 'Apply now'
- Shastic notifies you via the email when a new lead comes in
- You can see what stage of the Loan Application the prospect is on
What You Need
- Shastic account
- MeridianLink account
We have prepared a guide to help you through the process
Please have a look at our step by step Guide Tracking loan-applications with MeridianLink