# 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/alternatives --- # 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/) 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 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 [4.9 (24)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month [4.8 (48)](https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews/) Starting price $4450.00 Per User, Per Month Highest Rated [5.0 (6)](https://www.capterra.com/p/201030/Timvero-Core/#reviews) Starting price $3900.00 Per User, Per Month ## 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.. 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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