User Meeting 2022

Agenda & Schedule

* Topics, times and presenters subject to change.

Monday - September 19

Monday, September 19 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 - September 20

Tuesday, September 20 8 a.m. - 9 a.m.

Check-In and Buffet Breakfast

Sponsored by Solutions by Text

Room: Emerald Bay
Tuesday, September 20 9 a.m. - 10 a.m.

Welcome & Opening Session

Hear from Greg Hindson, Nortridge president and CEO, and Bret Davis, chief product officer, as they share highlights from the past year and details about the roadmap for NLS.

Room: Pacific 1-2

Break-Out Session #1 - Choose One

Tuesday, September 20 10:15 a.m. - 11:15 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: Balboa Bay 1
Tuesday, September 20 10:15 a.m. - 11:15 a.m.

New NLS Features

What's new in NLS? This session will highlight the many new features released in the last year. Come find out what is new and how these enhancements can help you. Highlights of our new web app will be presented.

For: All Users Room: Pacific 4
Tuesday, September 20 10:15 a.m. - 11:15 a.m.

CDFI "Power Features"

This session will include discussion of agency requirements using the CDFI tab on the contact and loan screens as well as user defined fields, managing loan modifications and restructures, and new credit bureau reporting requirements for borrowers that are sole proprietors.

For: CDFI Users Room: Balboa Bay 2
Tuesday, September 20 10:15 a.m. - 11:15 a.m.

Automation & Integrations

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

For: Technical Users Room: Pacific 3
Tuesday, September 20 11:15 a.m. - 11:30 a.m.

Coffee Break

Sponsored by ACI Worldwide

Room: Foyer

Break-Out Session #2 - Choose One

Tuesday, September 20 11:30 a.m. - 12:30 p.m.

NLS 201

There is so much for new users to learn. This follow-up to the NLS 101 session will focus on the setup of NLS. Prior to converting your loan portfolio, a solid setup is essential to realize the many benefits and efficiencies of NLS. Hear tips and tricks from our trainers that they have learned during their hundreds of hours of training NLS users.

For: New Users Room: Balboa Bay 1
Tuesday, September 20 11:30 a.m. - 12:30 p.m.

Open Technical 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:Technical Users Room: Pacific 3
Tuesday, September 20 11:30 a.m. - 12:30 p.m.

Problem Solving with Workflows

See an example of the setup of a workflow from conception to completion using a series of action and result codes. Workflows can be used for multiple types of case management along with the "task manager" in NLS to automate and control time sensitive events and statuses.

For: All Users Room: Pacific 4
Tuesday, September 20 11:30 a.m. - 12:30 p.m.

Small Group Discussion - Borrower Portal

This informal session will demonstrate the basic features of the Nortridge borrower portal. There will be plenty of time to ask questions about the deployment and customizations of the portal.

For: All Users Room: Balboa Bay 2
Tuesday, September 20 12:30 a.m. - 1:30 p.m.

Buffet Lunch & Networking

Sponsored by REPAY

Room: Emerald Bay

General Session

Tuesday, September 20 1:30 p.m. - 2:30 p.m.

What's Next: A Look at the Driving Forces that Impact the Lending Industry

Join us for a lively conversation with experts who are well versed in trends related to the economy, consumer credit, capital markets, and lending regulation and compliance. No matter what type of lender you are, one or more of these topics have an impact on your business. We'll ask each to look into their crystal ball and give a sense of what to expect in the coming weeks and months as the economy continues to shift and change.

Room: Pacific 1-2
Tuesday, September 20 2:30 p.m. - 2:45 p.m.

Afternoon Break

Sponsored by Bankruptcy Watch

Room: Foyer

Tuesday, September 20 2:45 p.m. - 4:30 p.m.

Industry Discussions

Join others from your same lending industry to learn from each other about how you use NLS and how you've overcome specific challenges.

Tuesday, September 20 4:30 p.m. - 5:30 p.m.

Quality Time with NLS Staff

Drop into the designated meeting room for casual conversation with the Nortridge team.

Tuesday, September 20 6:00 p.m. - 9:00 p.m.

Cocktails and Dinner

Sponsored by Payix

Room: Garden & Fountain Terrance

Wednesday - September 21

Wednesday, September 21 8:30 a.m. - 9:30 a.m.

Roundtable Breakfast

Sponsored by Doxim

Room: Pacific 1-2

Break-Out Session #3 - Choose One

Wednesday, September 21 9:45 a.m. - 10:45 a.m.

RESTful API Update

The Nortridge REST API Platform offers a state-of-the-art way to interact with and build applications on top of the Nortridge Loan Servicing platform. This session will provide an overview of the REST platform along with reasons to switch from SOAP to REST.

For: Technical Users Room: Pacific 3
Wednesday, September 21 9:45 a.m. - 10:45 a.m.

Document Templates, DocuSign and More

Custom Documents can be created as Document Templates or Mail Merge documents, but how do you decide which one should be used? We will discuss the differences between the two and show how DocuSign integration can be added to your forms and letters.

For:All Users Room: Pacific 4
Wednesday, September 21 9:45 a.m. - 10:45 a.m.

Disbursements in NLS

Hear about the A to Z on disbursements in NLS including, disbursement setup, custom transaction codes, contact disbursement setup and an example of a disbursement check to a borrower and an ACH to a vendor.

For: All Users Room: Balboa Bay 1
Wednesday, September 21 9:45 a.m. - 10:45 a.m.

Small Group Discussion - Hosting Solutions: Private Cloud vs. Shared Environment

Stop by with your questions about the pros and cons of private cloud vs. the shared environment.

For: All Users Room: Balboa Bay 2

Break-Out Session #4 - Choose One

Wednesday, September 21 11 a.m. - 12:00 p.m.

Open Technical Workshop

Here's your last chance to ask questions and get answers to your technical questions.

For:Technical Users Room: Pacific 3
Wednesday, September 21 11 a.m. - 12:00 p.m.

New NLS Features (repeat session)

Did you miss yesterday's session about what's new in NLS? Learn about the many new features released in the last year. Come find out what is new and how these enhancements can help you. Highlights of the new web app will be presented.

For: All Users Room: Balboa Bay 1
Wednesday, September 21 11 a.m. - 12:00 p.m.

Bankruptcy: Trends and Opportunities

This session will highlight trends in bankruptcy and how a bankruptcy does not necessarily mean a 100% loan loss. You'll learn NLS can help manage bankruptcies with or without a 3rd party tool.

For: All Users Room: Pacific 4
Wednesday, September 21 11 a.m. - 12:00 p.m.

Small Group Discussion - Accounting and Participations

Come by with your questions about accounting and participations in NLS.

For: All Users Room: Balboa Bay 2
Wednesday, September 21 11:45 a.m. - 1:30 p.m.

Final Networking and Buffet Lunch

Sponsored by PayNearMe

Room: Pacific 1-2