Team & roles
Add producers, managers, and read-only viewers. Assign default lender pools, commission splits, and pipeline access per role.
Team members 5 of 5 seats
SR
Sabrina Reevessabrina@meridianbrokerage.co · You
Owner
Active now
JP
John Palmerjohn@meridianbrokerage.co
Admin
2h ago
RD
Ryan Dominguezryan@meridianbrokerage.co
Producer
1h ago
CK
Cameron Kaminskicameron@meridianbrokerage.co
Producer
3h ago
BM
Brian Michaelsbrian@meridianbrokerage.co
Producer
5h ago
Integrations
Native connections to the tools you already use. Every integration is 2-way — data flows both ways.
P
PlaidBank connections
Live
Ex
ExperianCredit reports
Live
DS
DocuSignE-signatures
Live
Sl
Slack#deals-live
Live
Zp
Zapier1,200+ apps
Connect
Tw
TwilioSMS notifications
Live
St
StripeBroker payouts
Live
Ou
OutlookApplicant email sync
Connect
API
WebhooksCustom endpoints
3 active
Plan & usage
Current subscription and usage. Manage seats, upgrades, and payment method.
Brokerage · Annual
Meridian Brokerage
$5,988 / year · 5 seats
Deals this cycle
184 · unlimited
Credit pulls (30d)
62 · unlimited
API requests (30d)
18.4K · 100K