2023 MeridianLink User Forum
May 8-11, 2023 at DisneyLand® Resort in Anaheim, CA.
Monday, May 8th
12:00pm - 6:30pm: Forum Registration
4:30pm - 6:30pm: Welcome Reception
7:00pm - 8:30pm: Mortgage Mortgage Special Reception in the Sleeping Beauty Pavilion: Calling all mortgage lenders! Continue the festivities Monday evening and join the MeridianLink Mortgage leadership team for an opportunity to network with other mortgage lenders using their platform to drive a digital experience that streamlines the experience while providing an improved borrower experience throughout.
9:00pm - 10:00pm: Monday Night Cap
Tuesday, May 9th
6:30am - 8:00am: Buffet Breakfast
8:00am - 8:30am: Tuesday Morning Forum Opening
8:30am - 9:25am: Tuesday Morning Forum Keynote: Jean Chatzky - Financial Wellness for All
9:30am - 10:00am: Refreshment Break
9:30am - 4:30pm: Vendor Showcase Exhibits
10:00am - 5:00pm: Client 1-On-1s
10:30am - 11:15am: E1: State of the Mortgage Industry
– This keynote session will provide thoughtful and meaningful discussion about the state of the mortgage industry today navigating the "best of times" to "worst of times". The discussion will be led by industry thought leader and known author, Jim Deitch, CEO of Teraverde. Jim will share his insights and perspectives about how the industry is experiencing disruption and how lenders are able to weather the storm and still profit.
You'll learn:
1) A way to move forward with a sustainable business model for residential lending
2) Depositories have strategic product advantage
3) Leadership at all leavers matters now more than ever
Presented by: Jim Deitch
10:30am - 11:15am: H1: The Customer Lifecycle: MeridianLink Product Overview
– See how MeridianLink products work synergistically to create a complete origination experience from acquiring a consumer to digital applications through funding, cross selling, and, if needed, collections. This is an excellent multi-product demo to help you understand how MeridianLink can help your consumers and organization succeed. Presented by: John Cosgrove
11:30am - 12:15pm: E2: MeridianLink with OpenClose Is Reimagining the Digital Mortgage
– This panel session will highlight MeridianLink’s recent acquisition of OpenClose and share insights on how the combined strengths of these mortgage LOS solutions enable customers to deliver fast, frictionless mortgage lending experiences, from application through closing. Learn more about how MeridianLink is evolving both mortgage solutions to incorporate the best capabilities of each and drive greater efficiencies, improve user and borrower experiences to increase ROI.
Presented by: Ian Goldsmith and JP Kelly
12:00pm - 2:00pm: Buffet Lunch
2:00pm - 2:55pm: Tuesday Afternoon Forum Keynote: MeridianLink Customer Service Excellence Panel: All for One and One for All
2:55pm - 3:20pm: Vendor Showcase: Diamond Sponsor Presentation
3:00pm - 4:00pm: Refreshment Break
4:00pm - 4:45pm: E3: What's New: MeridianLink Mortgage LOS and OpenClose LOS
– Join MeridianLink Mortgage product experts in a discussion of recent LOS enhancements and modifications. The session provides an overview of the confirmed functionality planned within the next year with roadmap priority decisioning being addressed in an open dialogue format for MeridianLink Mortgage LOS and MeridianLink OpenClose.
You'll learn:
1) A look at what's new: the latest enhancements and features of MeridianLink Mortgage LOS and MeridianLink OpenClose
2) Preview of what's next, a snapshot of the 2023 product roadmap
Presented by: David Wieczorek
5:00pm - 6:00pm: MeridianLink Awards Reception
6:00pm - 6:30pm: MeridianLink Awards Ceremony
6:30pm - 8:30pm: MeridianLink Awards Dinner
9:00pm - 10:00pm: Tuesday Night Cap
Wednesday, May 10th
6:30am - 8:00am: Buffet Breakfast
8:00am - 8:30am: Wednesday Morning Forum Opening
8:30am - 9:25am: Wednesday Morning Forum Keynote: Matthew Luhn - Inspiring Creativity in the Workplace: To Innovation and Beyond
9:30am - 10:00am: Refreshment Break
9:30am - 4:30pm: Vendor Showcase Exhibits
10:00am - 5:00pm: Client 1-On-1s
10:30am - 11:15am: E4: Marketplace for MeridianLink Mortgage
– Learn about the latest developments on the MeridianLink Marketplace partner ecosystem and how specific integrations can support your mortgage lending strategies and improve your business outcomes.
You'll learn:
1) About the most recent partner integrations for MeridianLink Mortgage LOS
2) The best use cases for the automation of workflows using partner integrations
3) What's coming next (and get an opportunity to give feedback)
Presented by: Jemila Stewart
10:30am - 11:15am: H4: Product Demo: MeridianLink Mortgage Access
– MeridianLink Mortgage Access is the new POS for MeridianLink Mortgage LOS. Join this interactive demo session to learn how this integration provides a superior digital mortgage experience for borrowers while providing greater efficiencies, further reduces risk and contributed to faster closing times. With OpenClose joining the MeridianLink family, the best digital mortgage lending capability comes together to provide lenders with the leading true digital experience.
You'll learn how to:
1) Empower borrowers with a cutting-edge experience that wins new business
2) Automate services and workflows
3) Provide a collaborative user experience that slashes cycle-times
Presented by: Vince Furey
11:30am - 12:15pm: E5: Customer Panel: Maximizing Value in Digital Mortgage
Learn how investing in technology produces benefits throughout the lending lifecycle
Join this session to learn from MeridianLink Mortgage (formerly LendingQB) Credit Union Clients on how they have overcome workflow challenges and what efficiencies have been gained throughout the mortgage lending lifecycle from investing in technology. They will share insights on key data points and user experiences that have helped drive their business and win more members. The current market is primed to gain more consumers who want better service, and a true digital experience.
Learn about:
1) The most common challenges in mortgage workflow and how technology provides opportunity to improve efficiencies
2) What key datapoints and business results you can measure for insight
3) The true digital mortgage isn't a technology problem, it's a process and change management problem, learn top ways to manage change
Presented by Vince Furey and Stephen Huang with Panelists Carole LeVar (Director of Real Estate Lending at Addition Financial Credit Union), Mindy Horsch (Real Estate Operations Manager at Meritrust Credit Union), Patrice Biggins (Vice President Credit Administration at Sharonview Federal Credit Union), and David Routt (Vice President Real Estate Lending at Member One Federal Credit Union).
12:00pm - 2:00pm: Buffet Lunch
2:00pm - 2:55pm: Wednesday Afternoon Forum Keynote: Bureau Panel: How to Navigate the Impact of Fraud
3:00pm - 4:00pm: Refreshment Break
4:00pm - 4:45pm: E6: Advanced Features in the MeridianLink Mortgage LOS and OpenClose LOS
– During the MeridianLink portion, which is designed for MeridianLink Mortgage LOS power users, you will gain insights into:
1) MeridianLink Mortgage LOS workflow engine
2) Configuring and requesting workflow changes
3) The automation that's inside MeridianLink Mortgage
4) How automation can benefit the application process
During the OpenClose portion, you will gain a preview of the new OpenClose Lending Authority build, which provides an updated, modern operations user UI/UX, as well as, expanded security rights administration.
Presented by: Ben Slocum, Devon McCarty, Brian Beery, and Vince Furey
5:00pm - 12:00am: Magical Evening Event
9:00pm - 10:00pm: Team Trivia Night Cap
Thursday, May 11th
6:30am - 8:00am: Buffet Breakfast
8:00am - 8:15am: Thursday Morning Forum Opening
8:30am - 9:45am: Thursday Morning Keynote
9:45am - 10:00am: Refreshment Break
9:45am - 11:30am: Vendor Showcase Exhibits
12:00pm - 12:30pm: Forum Closing
10:00am - 10:45am: E7: Roundtables: MeridianLink Mortgage and OpenClose Customer Perspectives Part 1 (continued in session E8)
This session is designed for Meridian Mortgage clients and OpenClose LenderAssist customers to come together to provide input on the presented product roadmap and highlighted features and functionality within the mortgage LOS. This consecutive 90-minute session will be in a roundtable setting offering customers the opportunity to share insights and learnings with one another as well as with MeridianLink staff.
You'll learn:
1) About the roadmap for each product
2) Insights and ideas from peer institutions on future product direction
3) Insights and ideas from MeridianLink staff
Presented by David Wieczorek, Vince Furey and Stephen Huang
11:00am - 11:45am: E8: Roundtables: MeridianLink Mortgage and OpenClose Customer Perspectives Part 2 (continuation of session E7)
This concurrent session is designed for Meridian Mortgage customers and OpenClose LenderAssist customers to come together to provide input on the presented product roadmap and highlighted features and functionality within the mortgage LOS. This consecutive 90-minute session will be in a roundtable setting offering customers the opportunity to share insights and learnings with one another as well as with MeridianLink staff.
You'll learn:
1) About the roadmap for each mortgage product
2) Insights and ideas from peer institutions on future produce direction
3) Insights and ideas from MeridianLink staff
11:00am - 11:45am: H7: Product Demo: MeridianLink Mortgage LOS
One of the long-standing and most recognized products of MeridianLink is MeridianLink Mortgage LOS. Attend this demo session to get a tour of its mortgage lending capabilities and see firsthand why it's the mortgage LOS for the nearly 2,000 organizations nationwide.
You'll learn:
1) About the lending capabilities of MeridianLink Mortgage LOS
2) Why it is the trusted LOS for so many organizations
3) How Mortgage LOS can benefit your organization
Register Now!
- The regular price for MeridianLink User Forum 2023 registration is $1,799.
- Click Register and follow the instructions on the form to complete your registration.