Tracking and Project Management

Economic Development lending involves so much more than just loan servicing. 

 Portfol helps you track performance requirements and related activities.

  • Outline assistance for clients – from technical assistance to training seminars
  • Create tracking screens for each unique activity or service you provide to your clients
  • Record and report on UCC filing renewals
  • Track data and generate reports and follow-up letters related to:
    • Insurance coverage on multiple properties
    • Collateral items
    • Employment reporting
    • Financial statements
  • Create your own customized tracking follow-ups
  • Flexible reporting tools to create custom fields

Demographics Tracking

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Tracking & Followup

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Notes and Tickler

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