User Meeting 2020

Agenda & Schedule

* Times and presenters subject to change.

Monday

Monday, March 9 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

Tuesday, March 10 8 a.m. - 9 a.m.

Check-In and Buffet Breakfast

Tuesday, March 10 9 a.m. - 9:45 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 #1 - Choose One

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

NLS 101

If you are new to NLS this session is essential. Learn about the resources available to you, where to find them, what to expect from training and support departments and how resources from Nortridge Consulting Services can help you.

For: New Users Room: TBD
Tuesday, March 10 10 a.m. - 11 a.m.

RESTful API Update

RESTful web services platform was introduced at last years user meeting. This session will provide an overview and update on this powerful integration tool for NLS back-end services.

For: Technical users Room: TBD
Tuesday, March 10 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.

For: All users Room: TBD
Tuesday, March 10 10 a.m. - 11 a.m.

Small Group Discussion - Accounting

In this information question and answer session, NLS accounting guru, Aaron Abrams, will be available to respond to your questions. A prize will be awarded to anyone who can stump Aaron (NLS related of course).

For: All users Room: TBD

Break-Out Session #2 - Choose One

Tuesday, March 10 11:15 a.m. - 12:15 p.m.

NLS 201

There is so much for new users to learn. This follow up session will focus on the setup of NLS. Prior to converting your loan portfolio, a solid system, contact and loan setup is essential to realize the many benefits and efficiencies of NLS. Andres and Christian will share tips and tricks they have learned in the hundreds of hours of training NLS users.

For: New Users Room: TBD
Tuesday, March 10 11:15 a.m. - 12:15 p.m.

Automation and Integration

General principals of automating tasks within NLS and integrating with other systems. Overview of NLS import XML structure, database schema and programming API’s. Examples of bringing data into NLS from other systems and exporting data from NLS for consumption by external systems.

For:Technical Users Room: TBD
Tuesday, March 10 11:15 a.m. - 12:15 p.m.

Bankruptcy Workflow

If you have ever had to deal with all the intricacies and paperwork when one of your borrowers’ files for bankruptcy, this valuable new feature will keep you on schedule, generate the required documents.

For: All users Room: TBD
Tuesday, March 10 11:15 a.m. - 12:15 p.m.

Small Group Discussion - Escrow

This question and answer session is for users of the escrow module. Bring your questions on setting up escrow accounts, annual disclosure notices, and all things escrow/impound.

For: All users Room: TBD
Tuesday, March 10 11:15 a.m. - 12:15 p.m.

Small Group Discussion - Participations

Aaron will be available to answer on setting up, accounting for, and managing your participated loans.

For: All users Room: TBD
Tuesday, March 10 12:15 p.m. - 1:30 p.m.

Buffet Lunch & Networking

General Session

Tuesday, March 10 1:30 p.m. - 2:30 p.m.

Success Stories & Best Practices

Tuesday, March 10 2:45 p.m. - 4:15 p.m.

Industry Discussions

Join 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 10 4:30 p.m. - 5:30 p.m.

Quality Time with NLS Staff

Immediately following the Industry Discussions, NLS staff will breakout into smaller rooms for small group and one-on-one discussions.

Tuesday, March 10 6:00 p.m. - 10 p.m.

Cocktails and Dinner

Off-site dinner. Shuttles depart beginning at 5:30 p.m.

Wednesday

Wednesday, March 11 8:30 a.m. - 9:30 a.m.

Topic-Specific Roundtable Breakfast

Break-Out Session #3 - Choose One

Wednesday, March 11 9:45 a.m. - 10:45 a.m.

NLS Reporting Basics

NLS has hundreds of ways to filter, sort, and group reports. Learn how to configure, schedule and update the reports you need for your business requirements.

For:New Users Room: TBD
Wednesday, March 11 9:45 a.m. - 10:45 a.m.

Texting and Emailing

In this popular session, learn how to optimize borrower communications and default management with emailing and texting right in NLS.

For: All Users Room:TBD
Wednesday, March 11 9:45 a.m. - 10:45 a.m.

Thin Client Update

What are Nortridge Software’s plans for a thin/web client? Many of you have been asking. Our development staff has been researching and desiging. See where we are at and where we are going.

For: Technical Users Room:TBD

Break-Out Session #4 - Choose One

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

Technical Open Workshop

Here is your opportunity to ask questions and get answers to your technical questions. The Nortridge Consulting Services staff will be there to help.

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

The Power of Rules

There are many ways to use the powerful rules in NLS.. Aaron will take you through examples of how to use a rule to change a status code. Other examples will be shown including using a rule to close a loan, execute a transaction code or run a script.

For: All Users Room: TBD
Wednesday, March 11 11:45 a.m. - 1:30 p.m.

Final Networking and Buffet Lunch

Room: Salon A & B