
The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.
Remember:
WHEN: 6:00am - 8:00am
TAGS: Meal/Refreshments
WHEN: 8:00am - 8:30am
TAGS: General
WHEN: 8:30am - 9:30am
TAGS: General
WHEN: 9:00am - 6:00pm
TAGS: General
WHEN: 9:30am - 10:00am
TAGS: Meal/Refreshments
WHEN: 9:30am - 6:00pm
TAGS: General
WHEN: 10:00am - 11:00am
TAGS: General
WHEN: 10:00am - 6:00pm
TAGS: General
WHEN:
11:00am - 12:00pm
PRESENTED BY:
Mari Cazares
Product Manager
TAGS:
Providing a world class consumer experience is achievable by configuring messages, order instructions, documents, and required fields. In this session, you will learn how to use available tools and keep tabs on what is coming to help take consumer experience to the next level.
WHEN:
11:00am - 12:00pm
PRESENTED BY:
Cameron Wilson
TAGS:
Take a deep dive into what makes the TazAPI such an important tool for our CRAs and their clients. What is the TazAPI? How are some CRAs using it to gain an upper hand in the integrations race? Join us for a technical and strategic discussion on how you can use the TazAPI to your advantage and learn what goes into making it such a powerful tool for success.
WHEN:
11:00am - 12:00pm
PRESENTED BY:
Wes Zauner
VP, Product
Cameron Bell
Dir. Product & Client Support
TAGS:
In this session, you will learn about consumer reporting in mortgage and lending through the lens of MeridianLink's other consumer reporting platform: Mortgage Credit Link (MCL). MCL is the leading software for background screening CRAs looking to diversify their business into other vertical markets. Learn about MCL's 100% web-based product suite, pre-existing API integrations, customer service & automation tools, end-user billing features, and embedded management reporting. Come with questions about similarities and differences between consumer reporting in background screening vs. lending & mortgage; leave with an understanding of next steps to expand your business potential.
WHEN: 11:00am - 6:00pm
TAGS: General
WHEN: 12:00pm - 1:30pm
TAGS: Meal/Refreshments
WHEN: 12:00pm - 6:00pm
TAGS: General
WHEN:
1:30pm - 2:30pm
PRESENTED BY:
Tom Pilkington
Strategic Client Relationship Dir.
Ashley Casaus
Sales Engineer
TAGS:
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.
WHEN:
1:30pm - 2:30pm
PRESENTED BY:
Kevin Gonzalez
Dir. of VDA Services
TAGS:
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:
WHEN: 1:30pm - 2:30pm
TAGS: Compliance
WHEN: 1:30pm - 6:00pm
TAGS: General
WHEN:
2:30pm - 3:30pm
PRESENTED BY:
Ashley Casaus
Sales Engineer
TAGS:
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.
WHEN:
2:30pm - 3:30pm
PRESENTED BY:
Wes Zauner
VP, Product
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:
2:30pm - 3:30pm
PRESENTED BY:
Cameron Bell
Dir. Product & Client Support
TAGS:
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!
WHEN: 2:30pm - 6:00pm
TAGS: General
WHEN: 3:30pm - 4:00pm
TAGS: Meal/Refreshments
WHEN: 3:30pm - 6:00pm
TAGS: General
WHEN:
4:00pm - 5:00pm
PRESENTED BY:
Tyler Smith
Product Manager
TAGS:
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:
WHEN:
4:00pm - 5:00pm
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.
WHEN: 4:00pm - 5:00pm
TAGS: Compliance
WHEN: 4:00pm - 6:00pm
TAGS: General
WHEN:
6:00pm - 9:00pm
TAGS:
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.
3560 Hyland Ave, Suite #200
Costa Mesa, CA 92626
T: 866-417-5130