Nortridge User Meeting 2019

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Hotel Irvine

17900 Jamboree Road

Irvine, CA 92614

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description


REGISTRATION DETAILS: Join us for the 4th Annual Nortridge User Meeting at Hotel Irvine in Irvine, Calif. All attendees are responsible for their own travel expenses. Nortridge will host meals and sessions for ONE attendee from each company at no charge - use the unique discount code provided or email hferris@nortridge.com if you need the code for your company. The second and third attendees pay a fee of $500 each. To ensure we have space for as many different companies as possible, we'll waitlist any others beyond three who want to attend.

HOTEL RESERVATIONS: We have a room block at Hotel Irvine. The hotel offers complimentary shuttle service to and from Orange County's John Wayne Airport. Click here to make your reservation: https://book.passkey.com/go/03SOFT18


Monday, March 11

7:30 - 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 - 9 a.m.

Check In and Buffet Breakfast

9 - 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.

10 - 11 a.m. - Break-Out Session One (choose one)

NLS 101 and Resources to Know

Designed for: New users

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

Designed for: Technical users

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

Designed for: All users

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.

11:15 a.m. - 12:15 p.m. - Break-Out Session Two (choose one)

What is Setup All About?

Designed for: New users

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

Designed for: Technical users and executives

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

Designed for: All users

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.

12:15 - 1:15 p.m.

Buffet Lunch

1:15 - 2:45 p.m. - General Session

Payment Processing Industry

Hear from industry experts about 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.

3 - 4 p.m. - Break-Out Session Three

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.


General Session - Feedback Session and Q&A

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

4:45 - 6 p.m.

Quality Time with Nortridge Staff

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

6:30 p.m. - 9 p.m.

Cocktails and Dinner

Wednesday, March 13

8:30 a.m. - 9:30 a.m.

Roundtable Breakfast

9:45 - 10:45 - Break-Out Session Four (Choose one)

Templates, Templates, Templates

Designed for: All users

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

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

Designed for: Technical users

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.

11 a.m. - 12:00 p.m. - Break-Out Session Five (choose one)

Participations and Related Reporting

Designed for: CDFIs and others that offer participated loans

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

Designed for: All users

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

Open Workshop with Consulting and Support - Part 2

Designed for: Technical users

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

Noon - 1 p.m.

Final Networking and Buffet Lunch

** Schedule subject to change **


How much does it cost?
For the first person from each company, there is no cost to attend the meeting itself. Nortridge is hosting all materials and meals, including welcome cocktails on Monday, breakfast, lunch and dinner on Tuesday, and breakfast and lunch on Wednesday. If more than one person from your company would like to attend, the fee is $500 per person. All attendees are responsible for transportation, parking and hotel costs.

How many employees can attend per company?
Because of limited space we are asking that every company send no more than three employees - one at no charge. All others will be placed on a waiting list and will be notified in late January regarding space availability.

Who should attend?
NLS power users and system administrators. We'll also have a vareity of sessions geared toward newer users.

What are the hotel rate details?
The base room rate is $179 plus taxes. Click here to make your reservation.

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Date and Time


Hotel Irvine

17900 Jamboree Road

Irvine, CA 92614

View Map

Refund Policy

Refunds up to 30 days before event

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