← MeridianLink
MeridianLink role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that helps banks and credit unions take loan applications and open accounts online.
Who you'd be calling
Heads of lending, digital banking, operations, and IT at community banks and credit unions.
Your opener
“Hi [Name], this is [You] from MeridianLink. I know I'm calling out of the blue, but do you have 30 seconds? I work with banks and credit unions on making loan and account applications easier, and I wanted to ask how it works for you today.”
Problems you solve for them
- Customers get frustrated by slow, paper-heavy loan and account applications
- Lenders lose applicants who give up before finishing
- Staff waste time re-entering data and juggling several systems
Discovery questions to ask
- How do members or customers apply for loans and open accounts today?
- Where do applicants tend to drop off or get stuck?
- How long does it take to go from application to decision?
Objections they'll throw at you
“I'm busy right now.”
→ I understand. Could we find five minutes later this week, and what day suits you?
“We're not interested.”
→ No problem. Is that because your application process already works well, or because changes are on hold?
“We already have a lending system.”
→ That's common. What do you like about it, and what would you improve if you could?
“Just send me an email.”
→ Happy to. To keep it relevant, are you more focused on loans, account opening, or both?
Competitors worth knowing
nCino, Q2, Blend
Interview tips for this company
- Learn how loan origination works from application to approval and funding, and why community banks and credit unions buy software.
- Be ready for compliance and security questions, since banks care about both. Admit what you don't know and offer to follow up.
Written from public information about MeridianLink to help you practice. Ask an insider what their role play looked like; it's the best prep there is.