2019 Nortridge User Meeting

March 11 - 13
Hotel Irvine

Thank you to our sponsors

Payix Repay Merchant Partners

Agenda

Monday, March 11 7:30 p.m. - 9 p.m.

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.

Tuesday, March 12 8 a.m. - 9 a.m.

Check-In and Buffet Breakfast

Tuesday, March 12 9 a.m. - 9:50 a.m.

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

Tuesday, March 12 10 a.m. - 11 a.m.

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.

Designed for: New Users
Tuesday, March 12 10 a.m. - 11 a.m.

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.

Designed for: Technical users
Tuesday, March 12 10 a.m. - 11 a.m.

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.

Designed for: All users

Break-Out Session Two - Choose One

Tuesday, March 12 11:15 a.m. - 12:15 p.m.

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.

Designed for: New Users
Tuesday, March 12 11:15 a.m. - 12:15 p.m.

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.

Designed for: Technical users and Executives
Tuesday, March 12 11:15 a.m. - 12:15 p.m.

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.

Designed for: All users
Tuesday, March 12 12:15 p.m. - 1:15 p.m.

Buffet Lunch

General Session

Tuesday, March 12 1:15 p.m. - 2:45 p.m.

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

Tuesday, March 12 3 p.m. - 4 p.m.

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.

Tuesday, March 12 4:15 p.m. - 4:45 p.m.

General Session - Feedback Session and Q&A

The NLS team will be up front ready for your feedback and questions.

Tuesday, March 12 4:45 p.m. - 6 p.m.

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.

Tuesday, March 12 6:30 p.m. - 9 p.m.

Cocktails and Dinner

Wednesday, March 13 8:30 a.m. - 9:30 a.m.

Roundtable Breakfast

Break-Out Session Four - Choose One

Wednesday, March 13 9:45 a.m. - 10:45 a.m.

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.

Designed for: All Users
Wednesday, March 13 9:45 a.m. - 10:45 a.m.

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.

Designed for: All Users
Wednesday, March 13 9:45 a.m. - 10:45 a.m.

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.

Designed for: Technical Users

Break-Out Session Five - Choose One

Wednesday, March 13 11 a.m. - 12:00 p.m.

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.

Designed for: CDFIs and others that offer participated loans
Wednesday, March 13 11 a.m. - 12:00 p.m.

General Reporting

This session will cover configuring, scheduling and updating reports for your specific requirements.

Designed for: All Users
Wednesday, March 13 11 a.m. - 12:00 p.m.

Open Workshop with Consulting and Support - Part 2

Time with the consulting team and other NLS staff continues...

Designed for: Technical Users
Wednesday, March 13 Noon - 1:00 p.m.

Final Networking and Buffet Lunch