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How MeridianLink Can Help

A Webinar Series

This webinar series is designed to assist our clients and the industry at large in navigating these challenging times.

Take Action Now to Prepare for the Future of Digital Account Opening and Lending

 

 

 

AdminPro Staff Augmentation and Process Efficiency Tune-Up

Tuesday, May 5, 9:00 am PDT 

Due to increasing inquiries and demand, MeridianLink is presenting two of MLX Consulting’s most popular client services that can help tremendously in these challenging times: Process Tune-Up and AdminPro.

Process Tune-Up is a service where MeridianLink consulting teams complete a directed ‘under the hood’ look at a variety of your LoansPQ (LPQ) and/or XpressAccounts (XA) processes and thoroughly reviews each selected area to see if it follows best practices and how they can be maximized.  With staff working from home or multi-tasking during this time, clients are finding that they have LoansPQ and/or XpressAccounts processes running at peak efficiency is one less challenge off their full plates.

AdminPro is a staff augmentation service that gives you the freedom and flexibility to use your team as you require and have a safety net or ‘a helping hand’ when and where you need it for admin functions.  Clients are using this service to ensure they have the necessary coverage in case of an emergency.  Other clients are using the AdminPro team to do time-consuming tasks they cannot complete internally. 

Join Orlando Rossi, Managing Director of MLX Consulting and Brie Hertel, Business Consulting Practice Leader as they present:

  • What a Process Tune-Up entails
  • Review of the specific Process Tune-Up stages
  • Example of a Process Tune-Up timeline
  • Deliverables at the conclusion of a Process Tune-Up
  • Process Tune-Up business use case
  • Overview of AdminPro staff augmentation service
  • Key benefits of AdminPro service
  • What AdminPro service entails
  • AdminPro business use case
  • Cost for Process Tune-Up and AdminPro services

Who should attend:

  • Any LPQ or XA client looking to increase the process efficiencies of their LoansPQ and/or XpressAccounts solutions
  • Any LPQ or XA client desiring to implement best practices into the various processes such as custom queues, automated actions and/or stipulation reasons
  • Any LPQ or XA client looking to augment their admin staff in case of emergency or to have a safety net in place
  • Any LPQ or XA client who needs the flexibility to assign admin staff to work on key projects or shift to other positions and still have their admin role covered
  • Any LPQ or XA client needing an extra resource to focus on key admin projects, such as new LPQ module deployments, a new product design and build or to simply manage a product, such as Application Portal Manager

 

To register to attend this webinar, click on this link or the above or past the following URL into your favorite browser.

 

https://attendee.gotowebinar.com/register/3843871067073422605?source=CF

 

View Recording

 


 

Your Financial Institution Can Digitally Accept, Process, and Submit SBA PPP Applications in Less than 48 Hours!

Thursday, April 23 at 12:30pm EDT (9:30am PDT).

Click Here to View Recording 

 

 

MeridianLink is announcing a LIVE, updated webinar on its SBA Fast Track Program which now includes access to SBA E-Tran. With new targeted funding, it will make it easier for your financial institution to participate in this unique program to help the small businesses within your communities and regions.

Your Financial Institution Can Digitally Accept, Process, and Submit SBA PPP Applications in Less than 48 Hours

Thursday, April 23 at 12:30pm EDT (9:30am PDT).

The webinar will cover how MeridianLink SBA PPP Fast Track Program can help your institution deliver:

  • Online and mobile-ready SBA PPP Applications
  • eSignatures for SBA form 2483 and other required documents
  • An automated checklist to generate and send primary owners a list of required documents
  • Secure uploads for any required documents
  • SBA E-Tran connectivity to submit applications

To register for the webinar, use this link or paste the URL into your favorite browser:

https://attendee.gotowebinar.com/register/6630405166585875471?source=SM

If you are unable to attend, please contact your Partner Success Manager, Director of Business Development or send an email to salessupport@meridianlink.com.  There is currently a webinar recording along with a supporting datasheet available. 

For more information about other webinar in the ‘How MeridianLink Can Help Series’, visit our website: https://www.meridianlink.com/mlhelps-webinars


 


 

How Your Financial Institution Can Digitally Accept SBA PPP Applications Now, and You DON'T Have to be Using LoansPQ!

Mon, Apr 13, 2020 11:00 AM - 12:00 PM PDT

MeridianLink is immediately enabling banks and credit unions to accept applications from small businesses seeking relief under the U.S. Small Business Administration (SBA) Paycheck Protection Program (PPP). Using its SBA PPP Fast Track digital solution, MeridianLink is uniquely able to equip almost any bank or credit union, during these unprecedented times, to quickly accept these loan applications from online and mobile sources, regardless if your financial institution is a current user of LoansPQ, Application Portal OR the LoansPQ Business Module.

MeridianLink is offering a complimentary webinar to explain how its SBA PPA Fast Track digital solution can work for your financial institution so that you can accept SBA PPP loans digitally to make the application process for your customers/members as easy as possible. MeridianLink can typically deploy this solution in 1-3 days (based on current demand).

We’ll show you how MeridianLink’s SBA PPP Fast Track solution can deliver:

  • Online and mobile-ready SBA PPP Applications
  • eSignatures for SBA form 2483 and other required documents
  • An automated checklist to generate and send primary owners a list of required documents
  • Secure uploads for any required documents

Join Paul Forrest, Vice President of Sales Engineering and Brandon Sisola, SBA PPP Fast Track Manager for MeridianLink, as they walk you through this solution to allow for your financial institution to take part in this invaluable loan program for businesses under 500 employees.

Who Should Attend: 

  • All MeridianLink legacy LOS users including ACTion LOS, SAIL LOS, Mark IV LOS, and LoanCenter LOS
  • MeridianLink clients who have signed on to migrate OR who are in the process of migrating but are not LIVE on LoansPQ
  • All MeridianLink clients not currently processing loan originations using LoansPQ

Click Here to View Recording


How Your Financial Institution Can Digitally Accept SBA PPP Applications NOW…and You DON’T Have to Be a Current Client!
 

Friday, April 10, 2:00pm ET.

MeridianLink, the digital banking leader with a client base of over 1,200 financial institutions, is immediately enabling banks and credit unions to accept applications from small businesses seeking relief under the U.S. Small Business Administration (SBA) Paycheck Protection Program (PPP). Using its SBA PPP Fast Track digital solution, MeridianLink is uniquely able to equip almost any bank or credit union, during these unprecedented times, to quickly accept these loan applications from online and mobile sources, regardless if your financial institution is a current client or not.

MeridianLink is offering a complimentary webinar to explain how its SBA PPA Fast Track digital solution can work for your financial institution so that you can accept SBA PPP loans digitally to make the application process for your customers as easy as possible in typically 5-7 days based on demand.

As part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the $2 trillion economic stimulus package recently passed by the U.S. Congress, the PPP is focused on providing businesses with fewer than 500 employees with funding to enable them to continue to pay employees through the current crisis period. Businesses including sole proprietors, independent contractors and self-employed persons can apply for these loans through an approved financial institution, and financial institutions are preparing for a high volume of applications.

We’ll show you how MeridianLink SBA PPP Fast Track solution can deliver:

  • Online and mobile-ready SBA PPP Applications
  • eSignatures for SBA form 2483 and other required documents
  • An automated checklist to generate and send primary owners a list of required documents
  • Secure uploads for any required documents

Join Paul Forrest, Vice President of Sales Engineering and Brandon Sisola, SBA PPP Fast Track Manager for MeridianLink, as they walk you through this solution to allow for your financial institution to take part in this invaluable loan program for businesses under 500 employees.

To view the recording of this webinar, simply click below. 

Click Here to View Recording


 

ALL LPQ Clients Can Accept SBA PPP Loan Applications NOW!

Tuesday, April 7 at 11:00 AM PST

MeridianLink is enabling its banks and credit unions to accept applications from small businesses seeking relief under the U.S. Small Business Administration (SBA) Paycheck Protection Program (PPP).

As part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the $2 trillion economic stimulus package recently passed by the U.S. Congress, the PPP is focused on providing businesses with fewer than 500 employees with funding to enable them to continue to pay employees through the current crisis period. Businesses including sole proprietors, independent contractors and self-employed persons can apply for these loans through an approved financial institution, and financial institutions are preparing for a high volume of applications.

In order to meet demand and make the application process as easy as possible, MeridianLink can equip all of our LoansPQ (LPQ) clients to accept these loan applications regardless of which of these categories you are in:

  1. You have licenses for Application Portal and the LPQ Business module
  2. You have a license for Application Portal but not for the LPQ Business module
  3. You have a license for the LPQ Business module but not Application Portal
  4. You have neither a license for Application Portal or the LPQ Business module

Join Paul Forrest, Sales Engineer for MeridianLink as he walks you through the solutions available for you financial institution regardless of your current product mix to take part in this invaluable loan program for businesses under 500 employees. The various solutions can currently be implemented in less than 7 days.

Webinar: How MeridianLink Can Help: ALL LPQ Clients Can Accept SBA PPP Loan Applications NOW! , Tuesday, April 7, 2:00pm ET.

Click Here to View Recording

 

How to Set Up Relief Loans and Leverage Third Party Vendors to Drive Customer & Member Engagement

Friday, April 3rd at 10:00 AM PST

As a follow up to our April 1st Webinar on Relief Loans, we would like to provide further information on Relief Loan Account Setup and how Third Parties can help you and your customers & members right now. Please join Brie Hertel and Doug Glagola for a fast-paced deep dive to help your organization better leverage the features of LoansPQ and MeridianLink.

Presenters:

  • Brie Hertel, Business Consultant Manager
  • Doug Glagola, Vice President of Strategic Development

 

Click Here to View Recording

 


Automating and Approving Relief Loans While Social Distancing

Wednesday, April 1st at 11:00 AM PST

This webinar provides guidance on how to use the Personal Loan module within LoansPQ to build Relief Loans to serve the needs of your members and customers during the current health crisis. In addition, the webinar discusses options for using electronic signatures to keep your employees and applicants safe, as well as future opportunities to enhance your application process with true "touchless" applications.

Presenters:

  • David Mayer, Software Training Specialist
  • Brie Hertel, Business Consultant Manager
  • Jacob Maag, Document Integration Specialist
  • Will Wang, Software Integration Manager

 

Click Here to View Recording

 

 

 

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Downloadable Resources

Whether you're just joining us or following up with our first webinar, we've got resources to help you.

Application Portal Brochure for SBA PPP
Application Portal Case Study for SBA PPP
Part 4 Slides
Part 1 Q&A
Part 2 Slides