2019 Nortridge User Meeting
March 11 - 13
Hotel Irvine
Thank you to our sponsors
Agenda
Welcome Cocktail Party
If you're staying at the hotel or are nearby, stop by for a drink and networking with other NLS users and Nortridge staff.
Check-In and Buffet Breakfast
Opening Session
Hear from Greg Hindson, Nortridge president and CEO, as he shares highlights from the past year and details about the roadmap for NLS.
Break-Out Session - Choose One
NLS 101 and Resources to Know
Do you want to know how to make the most of NLS? Our team will review all the resources available to you - from the online community to training to support. We'll also ensure you know all about basic functionality such as API documentation, GL interfaces and NLS services.
Web Services - RESTful API
Nortridge has developed a new RESTful web services platform to empower integrations to the Nortridge Loan Servicing back-end services. The new platform will ease system integrations and building custom front-ends (web or mobile). This session will provide overview of the new RESTful platform. Live examples of web services calls will be presented against our live demo server. Finally, we will present a new installer that automates setup and configuration of a new RESTFul web services server.
New NLS Features
What has the development team been working on the last year? Robert Buskirk, Nortridge training manager, will review new features and enhancements to NLS and how these features benefit you.
Break-Out Session Two - Choose One
What is Setup All About?
A solid setup is the foundation and key to success in maximizing the benefits and realizing the efficiencies you can achieve with NLS. We will examine: the various setup components; what are the common denominators; why are loan templates important; what are all the “default” setting about; and important tips and tricks to avoid pitfalls. The next steps after the initial setup will also be presented.
The Power of Analytics
Learn what types of analytics you can pull from NLS with a third party application, and see examples of how the data can impact your business decision making.
Accounting Review
Aaron Abrams, Nortridge’s director of implementations, will review the basic accounting data flow in NLS, advanced accounting controls including charge-off and non-accrual, and segmented GL configuration.
Buffet Lunch
General Session
Payment Processing Industry
Hear from industry experts how the payment processing industry is evolving. How will new programs such debt repayment and instant funding change the marketplace. What do consumers want? How do millennials view payments differently?
Success Stories & Best Practices
This moderated Q&A session will explore how some of NLS's most successful users have leveraged the software to add efficiency to their operations and improve their businesses.
Break-Out Session Three
Industry Discussions
AJoin others from your same lending industry to learn from each other how you use NLS and how you've overcome specific challenges. Groups will be set up based on actual registrations. At minimum, we'll have breakout space for auto lending, general consumer lending, and CDFI.
General Session - Feedback Session and Q&A
The NLS team will be up front ready for your feedback and questions.
Quality Time with NLS Staff
Immediately following the general session, NLS staff will breakout into smaller rooms for small group and one-on-one discussions.
Cocktails and Dinner
Roundtable Breakfast
Break-Out Session Four - Choose One
Templates, Templates, Templates
Templates are used for setting up text messages, emails and documents. Robert Buskirk, Nortridge training manager, will demonstrate how all these work and tricks and tips for setting them up.
Scripting
VB scripting is used to extend and enhance functionality in NLS. In this workshop, we will use the example of how a risk rating can be modified based upon a loans delinquency status.
Open Workshop with Consulting and Support - Part 1
Do you have a challenge you've been trying to figure out? Is there an area of NLS you'd like to learn more about? Do you have an idea you're wondering if it can work in NLS? Do you have follow-up questions to the web services/RESTful API session? Stop by this open session and the NLS team will help.
Break-Out Session Five - Choose One
Participations and Related Reporting
For those NLS users offering participated loans, this session is geared specifically for you. We'll look at best practices in setting up, changing and accounting for participations. We'll also discuss reports.
General Reporting
This session will cover configuring, scheduling and updating reports for your specific requirements.
Open Workshop with Consulting and Support - Part 2
Time with the consulting team and other NLS staff continues...
Final Networking and Buffet Lunch