Audience
Loan Servicing solution for companies
About Portfol
Portfol is a fully-integrated, multi-user portfolio management software to manage economic development transactions throughout the entire project. Portfol includes loan servicing, demographics, T/A monitoring, project information such as job tracking, financial statement or insurance monitoring, contact management, CIIS, SBA, and EDA reporting and much more! All in one comprehensive system.
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The following modules are included:
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- Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.
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- Initiation of omnichannel application
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- Negotiation with customers
- Application decision-making
- Personalized offers
- Automation of the loan disbursement
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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
PIDC
Founded: 1986
United States
www.portfol.com
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Product Details
Platforms Supported
Windows
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Portfol Product Features
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans