--- title: "Portfol Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Portfol Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more." source_url: "https://www.capterra.com/p/39352/Portfol/" page_type: "product" language: "en" --- # Portfol Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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)[FAQs](#faqs)[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/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2500 Per User, One Time Free trial available Free version not included 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://www.g2.com/products/portfol-software/claim_requests/new?auto=true) ## Portfol Overview Updated September 2026 AI summary Portfol is a Windows-based loan servicing solution designed for small and midsize businesses managing a range of loan types, including business loans, construction loans, and mortgages. It offers features such as accounting, amortization schedules, borrower and investor management, collateral tracking, compliance tools, and automated payment collection, supporting organizations in handling the full loan lifecycle efficiently. ## 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 (39)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting Price $2500 Per User, One Time Starting Price $75000 Other, Per Year 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 (288)](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 [4.8 (33)](https://www.capterra.com/p/147212/Construction-Loan-Manager/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Lendsqr](https://www.capterra.com/p/10003412/Lendsqr/) [4.5 (52)](https://www.capterra.com/p/10003412/Lendsqr/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10003412/Lendsqr/) Highest Rated [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) [4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/191761/Mortgage-Automator/) ## FAQs about Portfol Overview ### What company size and specific industries is Portfol built for? Portfol is designed for organizations in economic development, including lenders, CDFIs, and city, state, and county agencies. It is built for public-sector and mission-driven institutions that manage lending and development programs rather than general businesses or consumer-focused industries. Features and Usability ### What are the key features of Portfol? Portfol offers accounting, loan processing, and payment collection as core functions, along with borrower management and investor management for loan administration. It also includes collateral tracking, document management, compliance management, amortization schedule, and automatic funds distribution across business loans, construction loans, and mortgages. Getting Started and Support ### What training and onboarding options does Portfol offer? Portfol provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow remote guided setup, webinars cover group learning, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does Portfol offer? Portfol provides chat support. No reviewer feedback about support quality is available in the catalog data, so user experience details such as response speed or helpfulness cannot be verified here. ## Features AI summary Based on 357 Loan Servicing reviews Not all loan servicing software covers every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Borrower Management** (**52%** of reviewers rated this feature as critical) - **Payment Collection** (**58%**) - **Loan Portfolio Management** (**66%**) Portfol includes **Borrower Management** and **Payment Collection**, giving teams the tools to track borrower details and manage incoming payments in one system. However, it does not include **Loan Portfolio Management**. Instead, it offers **Loan Processing** (**53%**) and **Document Management** (**44%**), which support loan setup, review, and record handling. These features help businesses keep borrower information organized, collect payments more efficiently, and maintain accurate documentation across the lending process. 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 ### All Features - 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 - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Construction Loans: Type of loan used to finance construction projects - Document Management: Store, manage, and track all electronic documents in a centralized location - Investor Management: Automated payments and reporting for investors - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Mortgages: Type of loan used to purchase real estate - Payment Collection: 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.. Review source 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.