User Meeting 2022

Agenda & Schedule

* 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

Tuesday, September 20 9 a.m. - 10 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, September 20 10 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: TBD
Tuesday, September 20 10 a.m. - 11:15 a.m.

Integrations & Automation

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, September 20 10 a.m. - 11:15 a.m.

New NLS Features

What has the development team been working on the last year? The training team will review new features and enhancements to NLS and how these features benefit you.

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

CDFI "Power Features"

[Description coming soon]

For: All Users Room: TBD

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

Problem Solving with Workflows

[description coming soon]

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

Small Group Discussion - Accounting and Participations

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

For: All Users Room: TBD
Tuesday, September 20 12:30 p.m. - 1:30 p.m.

Buffet Lunch & Networking

General Session

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

TBD

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

Cocktails and Dinner

Wednesday - September 21

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

Topic-Specific Roundtable Breakfast

Break-Out Session #3 - Choose One

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

Using Document Templates and DocuSign in NLS

[description coming soon]

For:New Users Room: TBD
Wednesday, September 21 9:45 a.m. - 10:45 a.m.

Advanced Uses of Workflows

[description coming soon]

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

RESTful API Update

Overview of lastest improvements to the RESTful API and supporting documentation.

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

Small Group Discussion - Borrower Portal

[description coming soon]

For: Technical Users Room:TBD

Break-Out Session #4 - Choose One

Wednesday, September 21 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:Technical Users Room:TBD
Wednesday, March 16 11 a.m. - 12:00 p.m.

Advanced Reporting, Report Server & Dashboards

[description coming soon]

For: All Users Room: TBD
Wednesday, March 16 11 a.m. - 12:00 p.m.

Small Group Discussion - Escrow

[description coming soon]

For: All Users Room: TBD
Wednesday, March 16 11:45 a.m. - 1:30 p.m.

Final Networking and Buffet Lunch

Room: TBD