Portfol offers a wide array of features that make it the standard to beat in economic development software.

Portfol offers a wide array of features that make it the standard to beat in economic development software. 

Feature highlights include:

CRM

Use Portfol to manage all your contacts, whether a client you are working with or other contacts you may have.

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Deal Tracking

Manage pipeline activity before a project gets approved.

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Loan Servicing

In today's economy flexibility is more important than ever in loan servicing - whether that means when initially structuring the loan, or later down the line if the client falls behind.

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Non-Lending Activities

Do you provide other services to your clients? Do you need to track technical assistance hours? With Portfol you can do this and so much more.

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Document Management

Access files stored on your server from within Portfol. Full integration with BMI Productivity Solutions, a document imaging provider.

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