MeridianLink Virtual User Forum Resources

MeridianLink's Virtual User Forum was held on June 9-10, 2020. Day One of the event focused on MeridianLink's commitment to the digital account opening and lending journey. Day Two emphasized how financial institutions can realize operational excellence through the use of MeridianLink's solutions. The 25 sessions included keynote presentations by Daryl Jones and Sam Kilmer from Cornerstone Advisors and industry futurist Jim Marous.

  • RECORDINGS

Session recordings available for viewing can be accessed below.

  • SESSION Q&A

Asking questions is critical to gaining deeper insights and the attendees of the 2020 MeridianLink Virtual User Forum certainly demonstrated their veracity to learn by submitting more questions than we could answer in the allotted time. As promised, we've drafted responses to all of the questions asked in each session. CLICK HERE or below to view the attendee posed questions and our answers. 

Session Q&A
 
Mark your calendars for MeridianLink's next User Forum planned for April 19-22, 2021 in Huntington Beach, CA. 
 

 

Session 1 - Opening Remarks: MeridianLink Today and Tomorrow

Join members of the MeridianLink Executive Team as they present the company’s current priorities and future plans and how they have changed since COVID-19. 

Cornerstone Advisors: Fast As The New Service
Consumers and businesses need their financial institutions to be responsive like never before. Expectations are driven by tough economics, fluid regulations, big bank competitors, new market entrants, and now the COVID pandemic is demanding a sustainable, thoughtful, and FAST response to nearly everything. How is your financial institution adapting to these new demands and expectations?
 

Presenters:

  • Nicolaas Vlok, Chief Executive Officer, MeridianLink
  • Tim Nguyen, Chief Strategy Officer & Co-Founder, MeridianLink 
  • Charlie Lee, Chief Marketing Officer, MeridianLink 
  • Daryl Jones and Sam Kilmer, Cornerstone Advisors 
  • Doug Glagola, Vice President, Strategic Development, MeridianLink
View Recording Session Q&A

 

Session 2 The New and Improved LoansPQ User Experience 

LoansPQ subject matter experts walk you through the new user experience for indirect auto, direct auto, credit cards, and personal loans. The session will also provide details on how to get your institution ready for the enhancements.  

Presenters: 

  • Paul Forrest, Vice President, Sales Engineering, MeridianLink 
  • Brandon Sisola, LoansPQ and XpressAccounts Group Product Manager, MeridianLink 
 
 NO LONGER AVAILABLE!
 

Session 3 Using LendingQB for Enhanced Digital Lending  

Learn how the LendingQB mortgage platform enables financial institutions to optimize their digital lending experience. This session highlights how LoansPQ clients can offer their customers/members a seamless loan application process across their entire lending portfolio when they implement LendingQB.  

Presenter: 

  • Stephen Huang, LendingQB Director of Business Development, MeridianLink  
  • Brian Beery, LendingQB Product Owner, MeridianLink

View Recording Session Q&A

 

Session 4 MLX Network: Leveraging Third-Party Integrations to Enhance Your Digital Journey 

Today's challenging market conditions shine a spotlight on the need for increased digitalization, consumer mobile experiences, automation, and touchless processing. Learn how MeridianLink is leveraging industry-leading third-party vendors to enhance the overall platform solution and improve the workflows.  

Presenter: 

  • Doug Glagola, Vice President, Strategic Development, MeridianLink 

View Recording Session Q&A

 

Session 5 LoansPQ Beta Client Roundtable: Insights with the New UI/UX 

MeridianLink beta clients share their feedback with the re-designed LoansPQ user experience/user interface (UX/UI). Topics to be discussed include the use of interface features and functionality, training expectations, factors to consider when migrating, and using new design to your advantage. MeridianLink subject-matter experts are on hand to assist with the Q&A format.  

Presenters:

  • Brandon Sisola, LoansPQ and XpressAccounts Group Product Manager, MeridianLink  
  • Julie Cerro, Lending Systems Administrator, Rogue Credit Union
  • Frances Krack, Lending Origination Consultant, Premier Members Credit Union
  • Patricia Tomanguilla, Consumer Lending Systems Manager, University of Wisconsin
View Recording Session Q&A

 

Session 6 Application Portal: Advanced Configurations for Streamlined Applications  

Not every consumer-facing digital channel user flow starts in the same spot. As such, not every user flow needs to follow the same application process. Learn how tailoring the application flow, prefilling specific details, or tagging the application with campaign-style tags may further improve specific application drives.  

Presenter: 

  • Jerod Nace, Software Implementation Consultant, MeridianLink  
View Recording Session Q&A

 

Session 7 COVID-19 Has Changed Banking Forever 

COVID-19 has impacted every part of our daily lives. In financial services, being a ‘digital bank’ is no longer optional. Many organizations have had to play catch-up as new products needed to be developed, new ways of engagement needed to be supported, and new customer service expectations needed to be met. Even after the pandemic, financial institutions will need to change their entire business model. This presentation shares what banking will look like in a post COVID-19 world. 

 (Note: MeridianLink will once again be sponsoring the Digital Lending Guide and Digital Lending Survey with the Digital Banking Report. Attendees of this session will automatically be able to participate in the 2020 Digital Lending Survey and receive a complimentary copy of the 2020 Digital Lending Guide.)  

Presenter: 

  • Jim Marous, co-publisher of The Financial Brand, owner, and CEO of the Digital Banking Report and host of the podcast Banking Transformed 

View Recording Session Q&A


 

Session 8 - Cornerstone Advisors: The New Command Center

As these unprecedented challenges have faced organizations, a higher sense of urgency and need for data has been required. But how to best make quick and decisive decisions that affect employees, consumers, and communities? In this session, leadership from MeridianLink and Cornerstone Advisors discuss the Stabilize-Situate-Execute crisis leadership model, how the stress of accelerated remote delivery still shows mixed industry progress, and short and long term tech and data implications of the shift from sales to financial health.  
 
Presenters:  

  • Alan Arnold, Chief Operating Officer, MeridianLink  
  • Steve Williams and Sam Kilmer, Cornerstone Advisors 
  • Charlie Lee, Chief Marketing Officer, MeridianLink  

View Recording Session Q&A

Session 9 - Powering your Command Center with MLX Insight  

See how MLX Insight harnesses the power of big data and leading BI technology to enable clients to better drive decision making, set actionable data-oriented strategies, and accelerate tangible results. Listen to one of your peers share how putting MLX Insight at the core of their command center has helped achieve greater growth and efficiency in a contracting market. 

Presenters:  
  • Chris Dumas, Director of Data Insight, MeridianLink
  • Barry D'Souza, Lending Process Manager, 3Rivers Federal Credit Union
  • Brent Hepner, Director of Business Intelligence, 3Rivers Federal Credit Union
View Recording Session Q&A

 

Session 10 ML Helps! Quick Deployment Options and Tools 

In this session, rapid deployment options and tools to help get you up-and-running with some of our most popular solutions are discussed. In addition, a unique opportunity to augment your resources for the administration and build of your site is presented.   

Presenters:  

  • Brandon Sisola, LoansPQ and XpressAccounts Group Product Manager, MeridianLink 
  • Brie Hertel, MLX Consulting Business Consultant Manager, MeridianLink

View Recording Session Q&A

 

Session 11 – LendingQB Roadmap and Essential Insights 

LendingQB experts review recent new feature releases and provide an overview of the planned functionality within the next year. Roadmap priority decisioning is addressed. Plus, take a closer look at the newly launched changes to our ticketing and support experiences.  

Level: Intermediate  

Presenters: 

  • Ian Goldsmith, Senior Vice President Product, MeridianLink
  • David Wieczorek, LendingQB, Group Product Manager, MeridianLink 
  • David Rockoff, LendingQB Manager Product and Client Support, MeridianLink 
  • Lauren Crudup, LendingQB Supervisor for Product and Client Support, MeridianLink

NO LONGER AVAILABLE!

Session 12 – From Legacy Platform to LoansPQ: Keeping Your Complex Decisioning 

One of the most common concerns voiced by all legacy clients is how their various rules, tables, calculations, and decision matrices translate from their current system to LoansPQ. This session takes a look at some of the specific ways LoansPQ can duplicate your current decision process using its dynamic workflow.  

Presenters: 

  • Vern Rollins, MLX Analytics Practice Leader, MeridianLink

  • Chris Jackson, MLX Business Consulting Manager, MeridianLink

View Recording Session Q&A


Session 13 - Decision Optimization for Beginners

Improved auto-decisioning and a better risk assessment approach are fundamental ways to gain business sustainably while keeping losses under control. This session shares how you can enhance your decisioning framework by using data analytics and how to use their consulting resources to get you there.   

 

Presenters: 

  • Orlando Rossi, MLX Consulting Managing Director, MeridianLink
  • Vern Rollins, Analytics Practice Leader, MeridianLink
  • Michael Street, MLX Consulting Data & Reporting Practice Leader, MeridianLink  

View Recording Session Q&A

  
 
Session 14 – Maximizing your LPQ Cross-Qualifications

An applicant has provided their information, you’ve pulled their credit, and things are looking great for that application, so why not keep the good times rolling? Cross-qualifications enable the system to inform applicants of loans and credit cards they would likely get approved for if they choose to apply. Learn the settings and preferences that make cross-qualification offers a reality, and how to configure your LoansPQ and XpressAccounts products to maximize your market outreach.  

Presenters:  

  • David Mayer, Software Training Specialist LoansPQ, MeridianLink
  • Sherman Coleman, Software Training Specialist LoansPQ, MeridianLink

View Recording Session Q&A

 

Session 15 – Clients Share How LendingQB Increased Their Operating Efficiencies and Helped Scale Their Business

This session is a live round table of current LendingQB clients sharing their experiences and best practices.  Topics to be discussed include: how the software supports their business strategies during Covid-19; its operational impact; and how its features/functionality allow them to scale. This is an interactive session. Please bring your questions.

Presenter: 

  • Stephen Huang, LendingQB, Director of Business Development, MeridianLink  
  • Travis Dungca, LendingQB, Account Manager, MeridianLink 
  • Raghu Nandan, Altitude Home Loans
  • Veronika Kollewe, NewFI
  • Amit Pall, NewFI

View Recording Session Q&A

 

Session 16 – Business Lending and Home Equity Road Map for LoansPQ PLUS Combo App Digital Capabilities for Both

Many new features and functionality have been added to the LoansPQ Business and Home Equity modules based on gap analysis between current legacy LOS capabilities. The presentation includes current state and future plans for these modules as well as how Application Portal’s Combination Application allows you to accept home equity and business applications digitally.  

Presenters: 

  • Brandon Sisola, LoansPQ and XpressAccounts Group Product Manager, MeridianLink 

View Recording Session Q&A


Session 
17 Analytics & Scoring:  Advanced Custom Scorecard

Custom scorecards are the ultimate solution for better auto-decisioning, greater business gain, and loss reduction. Learn the main phases in building a custom scorecard, the advantages of using a custom scorecard versus a rule-based system, and the data framework used in a custom scorecard.  

Presenters: 

  • Orlando Rossi, MLX Consulting Managing Director, MeridianLink
  • Vern Rollins, Analytics Practice Leader, MeridianLink  

View Recording Session Q&A


Session 
18 LoansPQ / XpressAccounts Custom App Queue Automation 

Make sure the right applications are being seen by the right people at the right time, without making your users hand them off manually or waste time searching for them. Learn the features in LoansPQ and Xpress Accounts that will reduce user error and make every application hand-off fast, consistent, and automatic.  

Presenters: 

  • David Mayer, Software Training Specialist LoansPQ, MeridianLink  
  • Sherman Coleman, Software Training Specialist LoansPQ, MeridianLink  
View Recording Session Q&A


Session 19 - The Top 3 Surprisingly Underutilized LendingQB Features

Are you still using LendingQB the same way as when you first started? If so, learn more about the top three features you should re-visit to save your organization time and money.

Presenters: 

  • Tina Cook, LendingQB Mortgage Systems Specialist, MeridianLink
  • Lester Alitagtag, Manager Software Implementation, MeridianLink
  • Tiana Yeung, Supervisor, Implementation, MeridianLink  
View Recording Session Q&A


Session
20 XpressAccounts Fast Track: How You Can Digitally Open Deposit Accounts before You Migrate

COVID-19 has taught us that all FIs must have a digital strategy that includes lending and account opening. If you cannot accept deposit accounts digitally, here is a solution to resolve that issue for legacy LOS users. XpressAccounts FastTrack is designed to get you LIVE and automatically accepting, processing and decisioning deposit account applications in mere weeks as MeridianLink does all the configuration required for both XpressAccounts and Application Portal for you. 

Presenter: 

  • Paul Forrest, Vice President Sales Engineering,  MeridianLink

View Recording Session Q&A

 

Session 21 Find Out How XpressCollect will Upgrade your Collections Experience, Especially if you're Using LoansPQ

One of MeridianLink's latest offerings, the web-based XpressCollect, is the focus of this session. The product's key features that replace tedious workflows of the past with increased automation, sophisticated analytics, and easy-to-use functionality are thoroughly examined.  

Presenters: 

  • LaShawn James, XpressCollect Product Director, MeridianLink 
  • Steve Weber, XpressCollect Sales Engineer, MeridianLink  

View Recording Session Q&A

 

Session 22 LoansPQ, XpressAccounts and Application Portal - Q2 Updates and Enhancements

See the plans for the next six months (and beyond) for these three major components of the consumer lending and account opening journey. In addition to the glimpse in the future, the presentation provides a recap of features and functionality from 2019 until now,    

Presenters: 

  • Brandon Sisola, LoansPQ and XpressAccounts Group Product Manager, MeridianLink

NO LONGER AVAILABLE!

Session 23 How to Survive the Compliance Frontier with LendingQB

This session provides LendingQB customers with informative product tips and other valuable compliance-related news that can help mortgage lenders navigate the ever-changing regulatory environment.  

Presenters: 

  • John Cosgrove, Product Compliance Analyst, MeridianLink
  • Kevin Gunnels, LendingQB Business Analyst, MeridianLink  

View Recording Session Q&A

 

Session 24 Lowering Migration Stress: The MLX Consulting Mantra

Making the decision to migrate is not a choice made lightly. But there are ways to get that anxiety level to a minimum using Admin Pro and Enhanced Implementation. These two programs designed to make your migration easier on your team, speed up the deployment process, and provide you with a documented roadmap of your processes once you Go-LIVE.  

Presenters: 

  • Chris Jackson, MLX Consulting Business Consultant Manager, MeridianLink
  • Brie Hertel, MLX Consulting Business Consultant Manager, MeridianLink 

View Recording Session Q&A

 

Session 25 MeridianLink Product Roadmap and the Path Forward/Closing Remarks  

Wrap up your 2020 Virtual User Forum experience by learning about MeridianLink's product roadmap strategy and how it is changing to reflect everyone's fast-changing environment. In addition, the event will come to a close with the announcement of MeridianLink Virtual Forum session prize winners and our plans for the 2021 MeridianLink User Forum. 

Presenters: 

  • Chris Maloof, Chief Product Officer, MeridianLink
  • Tim Nguyen, Chief Strategy Officer & Co-Founder, MeridianLink
  • Charlie Lee, Chief Marketing Officer, MeridianLink

NO LONGER AVAILABLE!

If you have any questions regarding the Virtual User Forum, please email Events@MeridianLink.com.