Scale indirect lending without scaling headcount.
Valeria turns 20–40 minutes of stare, compare, and box-checking on every indirect packet into a prioritized checklist your funders verify in minutes—without manual packet review.
Try for 30 days freeEvery packet reviewed before your funder sees it.
She reads the packet, compares the data, flags discrepancies, and organizes the work—so your team begins at verification.
More capacity. Fewer manual touches.
Valeria compresses the most repetitive part of indirect funding while keeping every decision with your team.
She turns stare-and-compare into a funding checklist.
Before Valeria
Funders spend 20–40 minutes opening documents, matching fields, checking signatures, and hunting for missing items before meaningful verification can begin.
With Valeria
Your funder opens a distilled, prioritized checklist showing what matches, what is missing, and what needs human review—then verifies and funds.
Your funder starts at verification.
Valeria compresses the front of the process; the packet arrives already reviewed.
Packet lands
Loan packet enters the existing queue.
Documents reviewed
Valeria reads and compares the packet.
Checklist created
Discrepancies are prioritized for review.
Funder verifies
Your team confirms the flagged items.
Exceptions resolved
Human judgment stays in control.
Loan funded
Move forward with a cleaner packet.
“Now that we have Valeria, we automatically know when we open up the email from her… I already know, hey, I need a driver’s license, I need a membership application. Valeria became a very big help for a two-man team.”Trish HarrellSenior Funder, Del-One Federal Credit Union
Automation with human control built in.
Human in the loop
Every loan decision stays with your team. Built for NCUA scrutiny.
Only surfaces exceptions
Valeria flags what a human should check—she never decides or acts.
You control access
Valeria becomes a MeridianLink user. Revoke access anytime. Nothing to install.
Destroyed on exit
If you do not continue, your pilot data is securely destroyed.
Try Valeria free for 30 days.
See how much funding capacity your team can unlock when every packet arrives reviewed, prioritized, and ready for verification.
Try for 30 days freeNo installation. No integration. Your team remains in control of every loan decision.