Wednesday, May 12 Agenda

Registration is LIVE!

Please complete the registration form and select the sessions you are interested in.

*Please note, each day has its own registration form. You will receive individual confirmation and calendar invites for each session that you select. Click the + sign below each session to expand and read through each description.

8:00am PDT

Join MeridianLink Account Managers as they lead special breakout sessions focusing on introductions, commonly asked questions, a video introducing the Support team, poll questions, and some surprises! This is a great way to meet your MeridianLink Consumer and/or MeridianLink Opening Account Manager, albeit virtually.

Please email events@meridianlink.com for the URL to register for this session.

Host: Shelley Kirchhoff, Director of Account Managers
Darius Jamison, Account Manager
Lisa Britt, Account Manager
Vikash Sethi, Account Manager
Michelle Mollo, Account Manager

MeridianLink Consumer

MeridianLink Opening

9:00am PDT

A recap of Tuesday’s events, plus, a look ahead at what Wednesday’s agenda holds for attendees to kick off the session.
Charlie Lee, Chief Marketing Officer, MeridianLink
The second keynote speaker of VUF 2021 takes the virtual stage to present: “The Right Message to the Right Generation Makes You Instantly Relevant,” which demonstrates how each generation has been shaped by the historical events of their times and by the parenting trends they experienced as children. As a result, each generation can be targeted with messages that will have a distinct appeal for a particular cohort group. For organizations vying for a generation’s attention, knowing what they’re looking for is the beginning of a campaign that will put you on their radar.

Key takeaways include:

Overviews of five key generations: Matures (1928-1945), Baby Boomers (1946-1964), Generation X (1965-1980), Millennials (1981-1996), and Generation Z/Zeds (1997-2012)
Key differential between generations
How to target messages to each group
Cam Marston, author, columnist, blogger lecturer, and leading expert on the impact of generational change on the workplace and marketplace

General

10:00am PDT

MeridianLink training experts provide a show and tell on how you can utilize the new eLearning resources that have been created and are available for all Consumer and Opening Administrators. Key takeaways include:

What admin E-Learning courses have to offer
How to use E-Learning courses directly in the system
What to expect in the near future from E-Learning courses
David Mayer, Software Training Specialist, MeridianLink
Amy Nguyen, Training Analyst, MeridianLink

MeridianLink Consumer

MeridianLink Opening

This session shows how to modify or create new roles within DecisionLender. This includes adding and removing permissions from a role as well as adding lending limits to a role via a spreadsheet import. Attendees will also learn how to create custom or modify existing Work Queues as well as associate that new work queue to a role. Key takeaways include:

How to create new work queues and modify existing queues
How to create new roles and modify existing roles
How to add Lending Limits to Roles
Karin Tringali, Director of Services Operations, MeridianLink

DecisionLender

Using multiple products within the MeridianLink Unified Platform adds a range of enhanced capabilities that offer considerable benefits to you and your customers. In this session, we cover some of the mortgage-specific enhanced features that help tell the story of the MeridianLink One Unified Platform. Key takeaways include:

SSO Capabilities through MeridianLink Opening and MeridianLink Portal
Debt Optimization & Enhanced Cross-sell through MeridianLink Consumer
Core Integration Capabilities
Account Opening Pre-fill
Ian Goldsmith, Senior Vice President of Product, MeridianLink
Jeff Lev, Sales Engineer, MeridianLink Mortgage

MeridianLink Mortgage

MeridianLink Consumer

MeridianLink Opening

MeridianLink Portal

Advance decisioning is the ultimate solution for better auto-decisioning, greater business gain, and loss reduction. Learn how we can help you develop and implement a Decisioning as a service framework for your loan portfolios. Key takeaways include:

The main phases in building a Decisioning as a Service framework
The data used in a custom scorecard, including member data
The final touch: optimizing rules to complement the score
Vern Rollins, Manager of Data Analytics, MeridianLink
Orlando Rossi, Vice President of Professional Services, MeridianLink

MeridianLink Consulting

MeridianLink Consumer

Learn about MeridianLink's integrated partners with a "digital-first" first focus that enhances the MeridianLink Portal, MeridianLink Consumer, and MeridianLink Open products. Key takeaways include:

Deeper dive into the Digital Applications category of the MeridianLink Marketplace
Highlights of Partners in this category (including lead gen, marketing automation, and journey mapping)
Best practice Partner options
Doug Glagola, Vice President of Strategic Development, MeridianLink

MeridianLink Marketplace

MeridianLink Consumer

MeridianLink Opening

MeridianLink Portal

See how easily and quickly an online applicant can apply for a loan with our mobile-first digital application portal. Key takeaways include:

Automation of services including applicant data pre-fill, in-session signing of documents, and cross-sell opportunities
Automated communications to applicants
New features and functionality
Alex Quintana, Sales Engineer, MeridianLink

MeridianLink Portal

11:00am PDT

Clients who have already migrated to the Modern Experience share their feedback on the process and the results from making the move. This moderated session will feature a LIVE interview-style format. Key takeaways include:

Actual client experiences of migration to Modern Experience
Lessons learned
Results and post-implementation feedback
Brandon Sisola, Group Product Manager, MeridianLink Consumer and MeridianLink Opening
Angelina Sumner, Consumer Loan Underwriting Manager, CoastHills Credit Union
Amber Isaku, AVP Consumer Credit, A+ Federal Credit Union
Melissa Kapp, Consumer Lending Systems Admin, Scott Credit Union

MeridianLink Consumer

This session focuses on discussing current vendor partners that are available, plus any upcoming features via partner integrations. Key takeaways include:

The Platform Vision
Key Integrations
2021 Enhancements
Brian Irish, Product Manager, MeridianLink
Scott Stephens, Director of Partner Business Development, MeridianLink

DecisionLender

Historically low federal interest rates in 2020 are expected to rise as the country recovers from the Pandemic. COVID-19 changed the status quo of Mortgage lending, but what does this mean as we exit the Pandemic? Join us and MeridianLink Mortgage customers as we talk through the opportunities and challenges this may present to Mortgage Lenders. Key takeaways include:

A brief reflection of Mortgage during COVID
Discussion of threats and opportunities for Mortgage Lenders in a post-COVID world
What strategies can lenders employ to find success in this new normal
Stephen Huang, Business Development Director, MeridianLink Mortgage
Ian Goldsmith, Senior Vice President of Product, MeridianLink
Chris Knowlton, Chief Information Officer, Inlanta Mortgage
Curtis Onofri, Chief Lending Officer, Pathways Financial Credit Union

MeridianLink Mortgage

Decisioning as a Service is an effective way to manage your decisioning with the help of the MeridianLink analytics team. Learn how First Community Credit Union of Houston (TX) leverages the technology while consulting with the MeridianLink analytics team to improve efficiency (more auto-decisioning), expand buisness (more net interest inflow), manage risk (fewer charge-offs). All of this through a seamless and painless configuration of MeridianLink Consumer thanks to the support of Meridianlink’s AdminPro. Key takeaways include:

The importance of the design and development of a Custom Decisioning Solution
The solution deployment in the Decisioning as a Service environment
The continuous monitoring of the production results to make adjustments during and after the go-live
The importance of the Admin Pro support
Vern Rollins, Manager of Data Analytics, MeridianLink
Orlando Rossi, Vice President of Professional Services, MeridianLink
Randy Ward, Senior Vice President of Lending, First Community Credit Union

MeridianLink Consulting

MeridianLink Consumer

MeridianLink clients share their experiences from the deployment through their successes with MeridianLink Portal for their digital account opening and/or lending. This session will be in an interview-style format to maximize Q&A. Key takeaways include:

migration experiences from a previous digital portal, including V1 and/or V2
measurable results using MeridianLink Portal
customer/member feedback on MeridianLink Portal
key features of MeridianLink Portal that have been of major benefit
Richard Skelton, Group Product Manager, MeridianLink Portal
Faith Owen, Assistant Vice President, FirstBank
Christian Kay, IT Core Systems Analyst, University Federal Credit Union

MeridianLink Portal

Our Sales Engineer will walk you through a high-level demonstration by exploring our web-based loan origination system to see how MeridianLink can help your financial institution increase revenue, decrease operational costs, and improve your consumer satisfaction. They will cover the most widely utilized features within the Modern Experience.

A deep dive into the Modern User interface
Consolidated pages to make processing of applications more efficient for your staff
Center focused viewpoint of the application
Alex Quintana, Sales Engineer, MeridianLink

MeridianLink Consumer

12:00pm PDT

Our “Better Together” theme of this year’s Forum will be brought home to all attendees by the author of the New York Times Bestseller, “Face-to-Face: the Art of Human Connection.”

Academy Award, Golden Globe, Emmy, and Grammy award-winning producer Brian Grazer will appear LIVE for an interview session only for MeridianLink 2021 VUF attendees. He will discuss his career producing such films as A Beautiful Mind, 8 Mile, American Gangster, Parenthood, and Splash as well as television series Empire, 24, and Friday Night Lights. He will speak about founding Imagine Entertainment with longtime friend Ron Howard as well as the concept behind his latest book.

Mr. Grazer was originally signed on to be a keynote presenter when our 2020 Forum was to be held LIVE in Huntington Beach. He has graciously agreed to present at this year’s event.

General

1:00pm PDT

A MeridianLink Services training expert will show you how to use custom application scenarios to deepen member and customer relationships through a mobile-first digital experience. Key takeaways include:

Real-world application and best practices
Leverage tools within the system to automate timeline and important tasks
Gain maximum impact on processes within the system
David Mayer, Software Training Specialist, MeridianLink

MeridianLink Portal

MeridianLink Opening

Instruction for the user to successfully run different simulation views without impacting existing applications to maximize auto decisioning rules is the subject of this session. Key takeaways include:

How to get fact-based data analysis for auto-decisioning
Identify redundancies and inefficiencies in rules
Measure different outcomes made through tweaking your scorecard
Chris Tanner, Senior Regional Sales Manager, MeridianLink

DecisionLender

Learn how three new features help empower your operations to self-innovate, better access & utilize your own data and create more efficient and tailored workflows. Join us as we walkthrough unlimited custom field creation, batch export enhancements & our custom reporting administration improvements. Key takeaways include:

Benefits of unlimited custom fields
How to utilize and maximize new batch export features
Highlights of the new Custom Reporting features
Brian Beery, Product Owner, MeridianLink

MeridianLink Mortgage

It is difficult to monitor and respond to an ever-changing business environment. Even if analytics has become a vital focus in the industry, many companies find it challenging to effectively execute: time, infrastructure, expertise. Reveal Pro provides a managed service approach that allows your LOS partner to do the heavy lifting for you at a fraction of the cost to start a department on your own. Key takeaways include:

Three pillars of Reveal Pro ꟷ data analysis, compliance, and credit management
Capture rate analysis
Declined application analysis
Michael Street, Data and Reporting Practice Lead, MeridianLink
Kevin Fields, Business Consultant, MeridianLink

MeridianLink Consulting

MeridianLink Consumer

MeridianLink Opening

Learn about MeridianLink's integrations with vendor partners that help promote post-origination workflow automation and downstream processing efficiencies, such as alternative decisioning, eSign, doc engines. Key takeaways include:

A deeper dive into the partner categories of underwriting, processing, and funding/closing
An introduction to MeridianLink Collect partners
Best practice partner options
Doug Glagola, Senior Vice President of Strategic Development, MeridianLink

MeridianLink Marketplace

MeridianLink Opening

MeridianLink Consumer

MeridianLink Collections

This demonstration shows our online new member/customer application features, such as application pre-fill using integrations, simple funding options, ID verification integration, "in session" document signing, and real-time instant cross-sell loan offers made to qualified applicants. The demo will also show the comprehensive administrative tool that allows your administrator(s) to control the online environment. Key takeaways:

How to streamline the new account process allowing an applicant to complete an application in less than 4 minutes
How we leverage multiple integration partners to simplify the process and improve fraud screening.
How simple it is for your administrators to modify the consumer-facing application without having to go to our Support team
Steve Weber, Sales Engineer, MeridianLink

MeridianLink Opening

2:00pm PDT

Calling all trivia game players. Day Two of the 2021 VUF brings a challenge with a big payoff to attendees who know a little bit about a lot of things. Join us as we play games of online trivia with prizes to those individuals who can answer the most random questions correctly in the shortest amount of time. Requires advance registration and downloading of the Kahoot.com application on your phone or tablet as well as a second connection.
(Part 2 takes place a bit later and features entirely different sets of questions for those who really enjoy trivial pursuits. You can sign up for both sessions.)

Networking Events

MeridianLink training experts provide a show and tell on how you can utilize the new eLearning resources that have been created and are available for all Consumer and Opening Administrators. Key takeaways include:

What admin E-Learning courses have to offer
How to use E-Learning courses directly in the system
What to expect in the near future from E-Learning courses
David Mayer, Software Training Specialist, MeridianLink
Amy Nguyen, Training Analyst, MeridianLink

MeridianLink Consumer

This session shows how to modify or create new roles within DecisionLender. This includes adding and removing permissions from a role as well as adding lending limits to a role via spreadsheet import. Attendees will also learn how to create custom or modify existing Work Queues as well as associate that new work queue to a role. Key takeaways include:

How to create new work queues and modify existing queues
How to create new roles and modify existing roles
How to add Lending Limits to Roles
Karin Tringali, Director of Services Operations, MeridianLink

DecisionLender

SSO Capabilities through MeridianLink Opening and MeridianLink Portal
Debt Optimization & Enhanced Cross-sell through MeridianLink Consumer
Core Integration Capabilities
Account Opening Pre-fill
Ian Goldsmith, Senior Vice President of Product, MeridianLink
Jeff Lev, Sales Engineer, MeridianLink Mortgage

MeridianLink Mortgage

MeridianLink Consumer

MeridianLink Portal

Advance decisioning is the ultimate solution for better auto-decisioning, greater business gain, and loss reduction. Learn how we can help you develop and implement a Decisioning as a Service framework for your loan portfolios. Key takeaways include:

The main phases in building a Decisioning as a Service framework
The data used in a custom scorecard, including member data
The final touch: optimizing rules to complement the score
Vern Rollins, Manager of Data Analytics, MeridianLink
Orlando Rossi, Vice President of Professional Services, MeridianLink

MeridianLink Consulting

MeridianLink Consumer

Learn about MeridianLink's integrated partners with a "digital-first" first focus that enhance the ML Portal, ML Consumer, and ML Open products. Key takeaways include:

Deeper dive into the Digital Applications category of the MeridianLink Marketplace
Highlights of partners in this category ( including lead gen, marketing automation, and journey mapping)
Best practice partner options
Doug Glagola, Vice President of Strategic Development, MeridianLink

MeridianLink Marketplace

Explore some of the most popular and actionable MeridianLink Insight use cases of 2021. You can quickly create targeted (segmented) member groups for campaign outreach based on hundreds of data points. Next, you can test your assumptions on processing times and start to make a case for automated decisioning. Key takeaways include:

Client trends in turning data into insight
Data-driven what-if scenario/hypothesis testing
Efficient on-the-fly segmentation of customer/member and origination data
Chris Dumas, Director of Data Insight, MeridianLink

MeridianLink Insight

3:00pm PDT

Real-world application and best practices
Leverage tools within the system to automate timeline and important tasks
Gain maximum impact on processes within the system
David Mayer, Software Training Specialist, MeridianLink

MeridianLink Opening

MeridianLink Portal

How to get fact-based data analysis for auto-decisioning
Identify redundancies and inefficiencies in rules
Measure different outcomes made through tweaking your scorecard
Chris Tanner, Senior Regional Sales Manager, MeridianLink

DecisionLender

Learn how three new features help empower your operations to self-innovate, give you better access and utilize your own data and create more efficient and tailored workflows. Join us as we walk through unlimited custom field creation, batch export enhancements, and custom reporting administration improvements. Key takeaways include:

Benefits of unlimited custom fields
How to utilize and maximize new batch export features
Highlights of the new Custom
Reporting features
Brian Beery, Product Owner, MeridianLink Mortgage

MeridianLink Mortgage

It is difficult to monitor and respond to an ever-changing business environment. Even if analytics have become a vital focus in the industry, many companies find it challenging to effectively execute: time, infrastructure, and expertise. Reveal Pro provides a managed service approach that allows your LOS partner to do the heavy lifting for you at a fraction of the cost to start a department on your own. Key takeaways include:

Three pillars of Reveal Pro ꟷ data analysis, compliance, and credit management
Capture rate analysis
Declined application analysis
Michael Street, Data and Reporting Practice Lead, MeridianLink
Kevin Fields, Business Consultant, MeridianLink

MeridianLink Consulting

MeridianLink Consumer

MeridianLink Opening

Learn about MeridianLink's integrations with vendor partners that help promote post-origination workflow automation and downstream processing efficiencies, such as, alternative decisioning, eSign, doc engines. Key takeaways include:

Deeper dive into the partner categories of underwriting, processing, and funding/closing
An introduction to MerdianLink Collect partners
Best practice partner options
Doug Glagola, Vice President of Strategic Development, MeridianLink

MeridianLink Marketplace

MeridianLink Consumer

MeridianLink Opening

MeridianLink Collections

4:00pm PDT

Please email events@meridianlink.com for the URL to register for this session.

Host: James Cox, Vice President, Partner Success
Taylor Russell, Account Manager
Sharon Noethe, Account Manager
Will Worley, Account Manager
Joe Morgan, Account Manager

MeridianLink Consumer

MeridianLink Opening

5:00pm PDT

Calling all trivia game players. Day Two of the 2021 VUF brings a challenge with a big payoff to attendees who know a little bit about a lot of things. Join us as we play games of online trivia with prizes to those individuals who can answer the most random questions correctly in the shortest amount of time. Requires advance registration and downloading of the Kahoot.com application on your phone or tablet as well as a second connection.
(Part 1 takes place a bit earlier and features entirely different sets of questions for those who really enjoy trivial pursuits. You can sign up for both sessions.)

Networking Events

Tuesday,
May 11

Wednesday,
May 12

Thursday,
May 13

Registration is LIVE!

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Register Now for Wednesday, May 12 Sessions

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Wednesday, May 12 Agenda

Tuesday, May 11

Wednesday, May 12

Thursday, May 13

Registration is LIVE!

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8:00am PDT

9:00am PDT

10:00am PDT

11:00am PDT

12:00pm PDT

1:00pm PDT

2:00pm PDT

3:00pm PDT

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5:00pm PDT

Register Now for Wednesday, May 12 Sessions

HEADQUARTERS:

OTHER

Tuesday,
May 11

Wednesday,
May 12

Thursday,
May 13