Wednesday, May 17th

WHEN: 8:00am - 9:30am

TAGS:  

WHEN: 9:30am - 10:00am

TAGS:  

WHEN:
10:00am - 10:45am

PRESENTED BY:
Tom Pilkington, Amy Strate

TAGS:

Are you focused in a particular vertical market? Can you parlay your existing business further into the same market, or can you choose an adjacent market to ply your wares?  Learn how to use your best, differentiating characteristics in targeting new business opportunities and expanding within your areas of strength and expertise.

WHEN:
10:00am - 10:45am

PRESENTED BY:
Maricela Cazares, Adam Madison

TAGS:

This course is designed to provide participants with an overview of the current tools available in Instascreen that can help increase their efficiency and reduce manual work. Participants will learn how to use Workload, QuickApp Advanced, Jurisdiction override Templates, and Monitoring tools to streamline their workflow.  Hopefully this course will equip participants with the knowledge to effectively use these tools and stay productive.  In addition, participants will also get a sneak peek into upcoming plans to improve workflow.

WHEN:
10:00am - 10:45am

PRESENTED BY:
Ashley Casaus, Danica DiFranceso Mitchell

TAGS:

This session will cover Workload Manager, an efficient feature in our system that allows admin users to configure work assignments based on availability, SLAs, search types, and jurisdictions. Save time and increase productivity by eliminating the step of manually assigning work. Allow processors to maintain their workflow by utilizing the processing loop functionality to keep them focused on the task at hand. Join us for training on the configuration and process, including benefits, of Workload Manager.

WHEN:
11:00am - 11:45am

PRESENTED BY:
Nelson Rivera, Amy Strate

TAGS:

WHEN:
11:00am - 11:45am

PRESENTED BY:
Maricela Cazares, Adam Madison

TAGS:

This course is designed to provide participants with an overview of the current tools available in Instascreen that can help increase their efficiency and reduce manual work. Participants will learn how to use Workload, QuickApp Advanced, Jurisdiction override Templates, and Monitoring tools to streamline their workflow.  Hopefully, this course will equip participants with the knowledge to effectively use these tools and stay productive.  In addition, participants will also get a sneak peek into upcoming plans to improve workflow.

WHEN:
11:00am - 11:45am

PRESENTED BY:
Danica DiFrancesco Mitchell, Kevin Gonzalez

TAGS:

The TazWorks software is a powerful tool for fulfilling background reports and customizing your instance of the software gives you the ability to stand out from your competition and maintain compliance. In this session, we will be reviewing how to utilize the Advanced QuickApp to create your own email sets, disclosures, and applications in order to make the QuickApp work for all of your clients.

WHEN: 12:00pm - 1:30pm

TAGS:  

WHEN: 1:30pm - 2:30pm

TAGS:  

WHEN: 2:30pm - 3:00pm

TAGS:  

WHEN:
3:00pm - 3:45pm

PRESENTED BY:
Jake Shapiro

TAGS:

International Criminal is not easy. Or rather, it wasn’t until recently. Come to this session to find out all about our new and exciting International Criminal integration with Netforce Global! We will talk about how you can make your International workflows easier than ever before. We will also discuss how this powerful integration can enable you to win more business.

WHEN:
3:00pm - 3:45pm

PRESENTED BY:
Cameron Bell, Jonathan Jarvis

TAGS:

What are the latest integrations and what is on our roadmap? How are CRAs optimizing the current integrations? What are some of the industry trends? Join us for a collaborative discussion on the current & future landscapes of integrations and the strategies that both MeridianLink and our CRAs are implementing to get us there.

WHEN:
3:00pm - 3:45pm

PRESENTED BY:
Ashley Casaus, Danica DiFranceso Mitchell

TAGS:

This session will cover the Applicant Portal, a portal for applicants to track the status of their reports, communicate through messaging with the CRA, and upload any additional documentation that is required of them if requested. The applicant portal has robust options to configure per client account. Users can create email templates, configure notification options, and create custom text to appear in the portal for the applicant. Join this training to see how the applicant portal is enabled and configured and what it looks like from the applicant’s perspective. You don’t want to miss one of the newest features in our software!

WHEN:
4:00pm - 4:45pm

PRESENTED BY:
Mari Cazares
Product Manager

TAGS:

In this session, you will learn about the available tools that can expand your tenant screening business. We will review available integrations and products that you can upsell to landlords and property management companies.