Who Uses This Software?

Economic Development lenders, CDFI's, City, State, County


Average Ratings

1 Review
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $2,500.00/one-time
  • Free Demo
    Yes
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • PIDC
  • www.portfol.com
  • Founded 1986
  • United States

About Portfol

Designed for economic development and housing loans, Portfol is a fully-integrated, multi-user system that tracks activities from the initial call and deal structuring, to the lending approval process, and finally the servicing of the loan. 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 respond to requests for information from outside sources


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Portfol Features

  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Automatic Funds Distribution
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Customer Database
  • Fee Management
  • Investor Management
  • Loan Processing

Portfol Reviews

Cooperative Fund of New England

Aug 08, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We love Portfol and are learning to adapt it to meet our needs. Technical Assistance providers at Portfol have been great to adapt the program and to adjust it to meet our needs. Training conferences are helpful to compare notes with other users. We use Portfol for the money in and the money out side of operations..