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.More