MeridianLink Mortgage Live Training
MeridianLink Official Training Partner
At Cyberlink
we believe in maximizing the effectiveness of your Loan Origination System (LOS) through role-specific training.
While the mortgage loan process itself is straightforward—taking an application through processing, approval, documentation, funding, and servicing—the approach can vary significantly between organizations.
Each role within the process has unique responsibilities aimed at delivering efficient and exceptional borrower experiences.
Our training is LIVE
and interactive, designed to meet the needs of both smaller operations with multifunctional staff and larger teams with specialized roles.
We adapt our training to align with your specific processes and job expectations, ensuring that your team can effectively leverage the system to advance each file through the lending process.
Cyberlink's Live Trainer-Led Role-Based Training
This comprehensive training series walks you through the entire loan process in MeridianLink Mortgage — from taking an application to post-closing up to servicing. Each session focuses on the tools and workflows your team uses daily, helping you work more efficiently, avoid errors, and get the most out of your system investment.
- Loan Originator
- Loan Opener
- Processor
- Underwriter
- Doc Drawer
- Funder/Closer
- Lock Desk
- Post-Closer/Shipper
Consolidated Management Training Program
This live, trainer-led online program is designed for department managers overseeing mortgage operations in MeridianLink Mortgage. In just two focused sessions, managers will gain a start-to-finish understanding of the loan process — from application intake and disclosures through underwriting, conditions, and Clear to Close. The training emphasizes system oversight, workflow management, and compliance-critical tasks, equipping managers with the knowledge to keep their teams efficient, organized, and on track. This training series is a good precursor to starting UAT testing while in the implementation phase.
Additionally, we offer training for the Administrator Role.
This list provides an outline of our training roles, but we can customize the content to address any specific needs your organization may have.
Our goal is to utilize our extensive experience in the mortgage industry and deep knowledge of the MeridianLink Mortgage System to ensure you achieve the best possible use of your system.
Please let us know if you have any questions or if there are specific areas you’d like to focus on. We look forward to the opportunity to work with you and your team.
Here's What a Few of Our Attendees Said
Leslie R – Very detailed but not overwhelming. Great job!
Rhonda F. – Was very informative. being new to the system a definite starting place.
Deborah T. – Session was extremely helpful and easy to follow. Kelsie was clear in her explanations and patient with our questions.
Shelley J. – This was very informative and Kelsie was super patient and attentive to our questions.
Maya S. – Thorough and attentive
4.8 Star average rating from a recent training session dated May 14, 2025. Additional rating information available, contact sales.