# Portfol Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Portfol Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more.

Source: https://www.capterra.com/p/39352/Portfol

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# 

 Portfol Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Portfol

## What is 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

## What is Portfol used for?

[Loan Servicing](https://www.capterra.com/loan-servicing-software/)

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$2500

Per User, One Time

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Portfol?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.portfol.com&name=Portfol)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Portfol

4.0 (1)

VS.

[4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

Starting Price

$2500

Per User, One Time

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.9 (52)

Value For Money

0.0 (0)

Value For Money

4.9 (50)

Customer Service

5.0 (1)

Customer Service

4.9 (51)

## Portfol alternatives

[4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.9 (24)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/)

Starting price

$75000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.8 (48)](https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews/)

Starting price

$4450.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

Highest Rated

[5.0 (6)](https://www.capterra.com/p/201030/Timvero-Core/#reviews)

Starting price

$3900.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Amortization Schedule

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Automatic Funds Distribution

Automatically transfers funds to/from borrower accounts on a regular or periodic basis

Borrower Management

Searchable database of information about loan borrowers

Business Loans

Type of loan used to finance business expenses

Collateral Tracking

Link and track collateral information associated with one or multiple loans

Portfol 13 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Automatically transfers funds to/from borrower accounts on a regular or periodic basis

Searchable database of information about loan borrowers

Type of loan used to finance business expenses

Link and track collateral information associated with one or multiple loans

Track and manage adherence to policies for any service, product, process, or supplier

Type of loan used to finance construction projects

Store, manage, and track all electronic documents in a centralized location

Automated payments and reporting for investors

Collect, organize, and prepare loan information to send to the lender for approval

Type of loan used to purchase real estate

Tracking, managing, and initiating the transfer of funds for overdue customer payments

## Pricing

Free Trial

Basic

$2,500

Per User,One Time

## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

4.0

Based on 1 reviews

Filter by rating

5(0)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

RD

Rebecca D.

Executive Director

### "Cooperative Fund of New England"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

August 8, 2014

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..

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Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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