MeridianLink software is robust, feature-rich, and highly configurable. If you’re proficient with it, we want your skill to be recognized within your organization and within the financial industry.
To become a certified MeridianLink Product Administrator, you must successfully complete the Product Administrator Certification Program, which consists of a two-part exam that will test your proficiency and resourcefulness with MeridianLink system optimization.
Obtaining a MeridianLink certification is an excellent way to enhance your personal growth and professional development in the financial industry.
It also connects you with a community of certified peers who possess comprehensive knowledge of the system, as well as a shared dedication and motivation to support your financial institutions through technical competency.
Certified administrators are better equipped to optimize the use of financial software and increase the efficiency of their workflows.
A Certification Prep Training Package is available that includes:
See the FAQs below for more information.
Reviewed all the relevant ReadyAssist walkthroughs in the Module Essentials section under the ReadyAssist menu. This menu can be accessed in MeridianLink Consumer/Opening by navigating to the Configure Site screen and selecting the ReadyAssist icon.
Actively participated in the build and/or maintenance of your MeridianLink system for several months.
We currently offer certification for MeridianLink Opening and MeridianLink Consumer.
Each certification consists of two parts:
The passing grade for each exam is 85%. You must pass the multiple choice exam to proceed to the practical exam. Partial credit can be awarded for the practical exam tasks.
Once you are enrolled in the certification program, you will have a 4-month window to complete the multiple choice and practical exams, including any retakes of failed exams.
If you have not passed both exams within this period, you must re-register for the Certification Program.
If you fail either exam, you can retake it within the 4-month window for a fee ($110 to retake the multiple choice exam; $220 to retake the practical exam).
You can recertify by taking a recertification exam within 4 months of your certification expiration date. If you don’t recertify within this time frame, you will have to re-register for the Product Administrator Certification Program.
Recertification lasts for an additional two years.
The recertification exam is a multiple-choice test that will primarily focus on recent updates to the system. Once the multiple-choice exam is passed with a score of 85% and above, please get in touch with the training department to schedule the practical build within the training sandbox.
The recommended starting point for all administrators learning the system is utilizing the self-directed walkthroughs and other e-learning content within the Module Essentials tab of the ReadyAssist menu.
Additionally, admins should review the Administration section of the Knowledge Base and become familiar with searching for content in the Knowledge Base, including manuals and how-to articles.
Here are few steps to help identify the right content.
Each walkthrough guides you through system setup, and many also include related videos and Knowledge Base links. All of these should be reviewed in studying for the exams.
If only studying for the MeridianLink Opening exam, just review the Lender Profile walkthrough and the items under MeridianLink Opening Module Admin Setup and MeridianLink Opening Module Maintenance.
Four months of access to live online, instructor-led training
MeridianLink Consumer and MeridianLink Opening training sessions will be held once per month. You may attend any Certification Prep Training session within your four-month enrollment window, regardless of the certification product program in which you are enrolled. Sessions will cover the same topics monthly. Attend the session that best fits your schedule and/or opt to attend multiple sessions for reinforcement. Each session will be approximately two hours in length.
Four months of access to a MeridianLink Consumer/Opening sandbox site
This provides a safe environment in which you can study for the certification exam without affecting your own site. It also gives you access to ReadyAssist eLearning content for modules that you may not have at your organization.
Four months of Study Hall access
A MeridianLink product expert will host a one-hour Study Hall conference call each week. Our expert will log into the sandbox site and answer questions about your test configurations and best practices. Attending all Study Hall sessions equates to up to 17 hours of time with a MeridianLink product expert.
No, the Certification Prep Training Package covers both products.
Please contact your Account Executive for more information on the certification prep training package cost.
Contact your account manager directly to register for the program.
3560 Hyland Ave, Suite #200
Costa Mesa, CA 92626
T: 866-417-5130