Be sure to join our Strategic Client Relationship Director, Tom Pilkington (Strategic Client Relationship Dir.), and Sales Engineer Ashley Casaus (Sales Engineer) for a discussion about leveraging security measures such as SOC 2 Type II certification to help you and your clients. Additionally, learn how to use the Insights tool to evaluate your clients’ usage, trends, and cycles—or sell this tool as an add-on feature (and profit center!) directly to your clients—all with an eye towards converting existing tools into increased revenue.
The TazWorks software is a powerful tool for fulfilling background reports, and customizing your instance of the software gives you a leg up on your competition. In this session, we will be reviewing three areas of customization that can help you stand out, whether you’re looking for simple modifications or building your own front-end site.
What you will learn:
Join Sales Engineer Ashley Casaus (Sales Engineer) to learn about automation tools in TazWorks software designed to increase your business's productivity. She will be covering several topics including Workload Manager; the automated ability to assign users based on configured parameters; and other tips to save time in your daily workflows.
Additionally, learn about automated disclosure options with Pre-Adverse and Adverse action utilizing the Report Decision Tool, and the automation with 613a notifications and Consumer Copy based on the configurations set in your system. She will also cover the Jurisdiction Selection Tool and how to use Prepull to automatically suggest jurisdictions; using prompt tags in the disclosures for QuickApp; and utilizing the extra layer of security for internal users and applicants using QuickApp that is automatically placed in the process.
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.
Clients will learn where to go and who to contact for all things related to MeridianLink and TazWorks. During this session, we’ll explore how to request help from our general support and integrations teams; how to obtain compliance documentation; where to get assistance for RFP submissions; and who to contact for answers to your most important questions. Visit our session and learn about the resources available to help you succeed!
Running a business is difficult enough. Running it effectively and efficiently is essential to prolonged success. Join us as we examine how TazInsights and the TazData Connector (TDC) can help you leverage data to answer key questions about your business more easily:
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.
We’re pleased to announce an entirely new networking event this year!
This networking opportunity filled evening will feature inspired food stations, beverages, entertainment, and prizes. All festivities will take place outdoors, weather permitting. And as the sun sets, we have a special dessert planned that no beach event should be without. You won’t want to miss it.