PORTFOL SOFTWARE
Portfol Software is economic development software that tracks activities from the initial call and deal structuring, through the lending approval process, and on to the servicing of the loan. loan service functions can generate invoices, bill daily interest during the drawdown phase, and print ages A/R reports, delinquency notices, trial balance, produces full monthly and annual cash statements and trial balances, automatically calculates late fees on delinquent loans, set up loans funded from m... ultiple sources and even see the repayment schedule for the sub-loans, deal tracking, transactions from the initial call through the project-structuring phase and up to board approval, a desktop organizer for outreach activities, monitor deal flow and “deals in the pipeline”, project management, employment reporting, financial statements, insurance coverage on multiple properties, record and report on UCC filing renewals, outline assistance for clients – from technical assistance to training seminars, demographics tracking, document management, manage documents on a server, or cloud-based solution.
PORTFOL SOFTWARE
Industry:
CRM Document Management Financial Services Insurance Lending Project Management Software
Founded:
1985-01-01
Address:
Kaysville, Utah, United States
Country:
United States
Website Url:
http://www.portfol.com
Total Employee:
1+
Status:
Active
Contact:
+1 800 220 7432
Email Addresses:
[email protected]
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Apple Mobile Web Clips Icon Google Font API WordPress Content Delivery Network Mobile Non Scaleable Content Organization Schema Sitelinks Search Box
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Official Site Inspections
http://www.portfol.com Semrush global rank: 9.8 M Semrush visits lastest month: 312
- Host name: bmisw.tempurl.host
- IP address: 149.28.209.65
- Location: San Jose United States
- Latitude: 37.3387
- Longitude: -121.8914
- Metro Code: 807
- Timezone: America/Los_Angeles
- Postal: 95113
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Portfol handles the complex issues associated with the lending of public money – job tracking and reporting, accounting for different funding sources, and also the need to quickly and accurately …See details»
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Portfol is a fully-integrated, multi-user portfolio management software to manage economic development transactions throughout the entire project. Portfol includes loan servicing, …See details»
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This is more targeted support for topics specific to your organization. Scenarios that might require more research or an escalated level of support. ... Portfol is a fully-integrated, multi-user …See details»
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Portfol Users Conference (online) September 28-30, 2021 12:00 PM Eastern - 4:00 PM Eastern each day Join our online conference and participate in training, ...See details»
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Contact Email [email protected] Phone Number +1 800 220 7432 Portfol Software is economic development software that tracks activities from the initial call and deal structuring, …See details»
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Welcome to Portfol! Please click login to access Portfol Web. Login ...See details»
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For more information contact [email protected]. Portfol is a fully-integrated, multi-user portfolio management system that tracks activities from the initial call and deal structuring, through the …See details»
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Updates - Portfol
Portfol v 10.037 (11) 32-bit & 64-bit.zip- 10.037 (11) BETA Release. Approved for download, recently passed testing. There is no BETA release at this time. Portfol is a fully-integrated, …See details»