Flagship solution · Indirect lending

Prepare indirect loan packets for funding in minutes.

Valeria reads dealer-submitted documents inside MeridianLink, prepares a funding checklist, and flags missing, incomplete, or inconsistent information before your team’s final review.

The value to aim for

More capacity. Faster answers. Less busywork.

Del-One’s projection

Nearly 2× capacity. No extra hires.

Del-One believes its two-person team can grow monthly indirect production from about $8M to $15M. A customer projection—not a guaranteed result.

Read the Del-One press release ↗
A service target to test

A dealer answer in under an hour?

Set a target for packet receipt to a clear next step. Agree coverage hours and exception handling in Discovery, then measure the share of packets meeting it.

Explore faster turnaround →
Del-One’s reported review time

Packet review in under 15 minutes.

Valeria prepares the checklist before a funder’s final review. Packet-review time is not the same as total time to funding.

See how Valeria works →
Quality and control

Catch gaps before they become rework.

Flag missing or conflicting information early. Your people verify exceptions and retain funding authority.

See the control points →
Modernization

Keep your LOS. Lose the busywork.

Add operational capacity across the systems your team already uses, with the workflow and integration scope agreed upfront.

Explore integrations →
How it works

What Valeria does before a funder reviews the packet.

01

Read the packet

Valeria identifies and classifies the submitted documents.

02

Prepare the checklist

Defined packet requirements are checked consistently.

03

Flag exceptions

Missing or conflicting information is routed to an employee before final review.

04

Keep decisions human

Authorized employees review exceptions and make lending decisions.

Valeria + your funder

Automated preparation. Human funding decision.

Valeria prepares the indirect-loan packet for review in MeridianLink. Your funder verifies exceptions and decides whether to fund or request more information.

Valeria prepares

Make the packet review-ready

Defined checks and a prioritized handoff.

  1. 1
    Packet arrivesDealer documents enter the workflow.
  2. 2
    Review documentsValeria flags missing or conflicting information.
  3. 3
    Prioritize exceptionsA checklist shows what needs human verification.
Your funder decides

Verify and move the loan

People retain judgment and funding authority.

  1. 4
    Verify exceptionsA person checks items requiring judgment.
  2. 5
    Update MeridianLinkThe funder records the review outcome.
  3. 6
    Fund or request moreThe funder decides the next step.

What does not change: your lending policy, human judgment, or funding authority.

Customer-reported proof

Packet readiness that creates operating capacity.

Del-One reports that Valeria reviews indirect-loan packets in under 15 minutes and has completed more than 500 reviews without clearing a defective packet.

<15 minreported packet-review time
500+reviews without a defective packet cleared

Results reported by Del-One; individual outcomes vary.

Read the Del-One story

Questions to answer before implementation

What does Valeria review?

Valeria reviews the defined documents and packet requirements configured for the institution’s indirect-lending workflow.

Does Valeria work with MeridianLink?

Yes. Valeria is designed to perform defined packet-readiness work within MeridianLink workflows.

Does Valeria approve loans?

No. Valeria prepares information and flags exceptions; authorized employees retain decision authority.

How fast is packet review?

Del-One reports packet reviews in under 15 minutes. Results vary by workflow and configuration.

How are exceptions handled?

Exceptions are routed to the appropriate employee with the relevant packet context.

Start with Discovery
Your numbers. Your opportunity.

What would a better lending day be worth?

Create a one-page value story with Shastic in Discovery: your current volume, staff time, turnaround time, quality baseline, and the outcome you want to reach.

Bring: monthly packets or loans, team size, minutes per file, receipt-to-response time, approval-to-funding time, and rework rate. We’ll separate measured facts from targets and assumptions.

Create your value storyStart with Discovery. Map your baseline, goals, and measurable opportunity.