MeridianLink Consumer
Implementation Guide
As a new year begins, many people traditionally make firm decisions to either do or not do something for 365 days—also known as a New Year’s resolution. Companies also utilize this same mantra to evaluate their current position in the marketplace, thus becoming more determined to improve efficiencies and garner more success.
The subject matter varies greatly: Admin Pro support services; back-office auto lending; digital lending and account opening; mortgage lending; best practices to increase automation of processes, and collections. But if there’s one key takeaway, it’s that all topic themes provide ample ways to improve your daily work lives and your overall business’ success.
Register now by using the corresponding button below for each webinar listing!
11:00am - 11:45am PT
Presented By
Paul Forrest
Vice President Sales Engineering, MeridianLink
Brandon Sisola
Group Product Manager, MeridianLink
The value of automating your loan origination approval process has increased significantly over the last five years and went into hyperdrive in 2021. With the proliferation of digital applications, staff working remotely, and the culture shift to speedy actions/results, industry best practices point to greater front and back-office automation going forward to keep up with large financial institution capabilities. This webinar focuses on specific automation best practices within the LoansPQ platform that you should be taking advantage of to stay ahead of your competition.
11:00am - 11:45am PT
Presented By
LaShawn James
Director of Product, XpressCollect
Experian Representative
As the amount of consumer debt by consumers and businesses continues to grow, financial institutions will need to optimize collection operations to ‘work smarter.’ This webinar will show how to segment your collection population and develop timely and tailored strategies for distinct collection segments. XpressCollect partner, Experian, will participate in this webinar.
11:00am - 11:45am PT
Presented By
Orlando Rossi
Vice President, Professional Services, MLx Consulting
Brie Hertel
Business Consultant Manager, MLx Consulting
Tim Wheeler
Director of Consumer Lending, Fortera Credit Union
Maintaining your origination systems are fundamental for the success of your FI. However, most banks and credit unions experience two common issues: limited time and availability of people. Admin Pro provides clients with access to a team of experienced system administrators for routine maintenance, implementation of new products, customized support, configuration changes, and product updates. Hear from Fortera CU about using this service successfully.
11:00am - 11:45am PT
Presented By
Paul Forrest
Vice President Sales Engineering, MeridianLink
Brandon Sisola
Group Product Manager, MeridianLink
COVID-19 made working smarter and in a more automated fashion a necessity, especially in processing auto loans. This webinar takes an up-close look at the new modern experience of MeridianLink’s LoansPQ product, specifically the indirect and direct auto lending modules. This webinar covers key new back-office features and functionality, as well as demos, of both modules. It will also show the best practice of using the MeridianLink universal application within Application Portal to accept and process both automotive application types digitally.
11:00am - 11:45am PT
Presented By
Jim Marous
Co-publisher of the Financial Brand, Owner/CEO of Digital Banking Report
Join Jim Marous, co-publisher of The Financial Brand and Owner/CEO of the Digital Banking Report as he reviews the ten inevitable occurrences in digital origination that will manifest themselves in 2021 and the near future. Jim will provide case studies, industry statistics, hard evidence, and documented observations that support each of the prognostications. If you are seriously focusing on your digital origination journey of your members and customers, you should not miss this informative presentation. This is a countdown you won’t want to miss!
11:00am - 11:45am PT
Presented By
Kristine Kline
Director of Business Development, LendingQB
Jeff Lev
Sales Engineer, LendingQB
Banks and credit unions are oftentimes siloed when streamlining mortgage and consumer loans, potentially losing opportunities to cross sell products and services if they don’t have the right tools in place. This webinar demonstrates how LendingQB offers cross selling and debt optimization that will deepen relationships and increase wallet share for FIs. Join our team of experts as they provide key insights on streamlining the mortgage loan experience, minimizing duplicate data entries, and capitalizing on wallet share, especially if you are already using LoansPQ and/or XpressAccounts.
3560 Hyland Ave, Suite #200
Costa Mesa, CA 92626
T: 866-417-5130