Portfol Users Conference (online)
September 28-30, 2021
12:00 PM Eastern – 4:00 PM Eastern each day
Join our online conference and participate in training, product updates, future feature discussions, industry partner sessions, and conversations with other organizations like yours.
Early Registration is $300/workstation.
Price increases on August 1st to $450/workstation.
Day 1 – Tuesday, September 28, 2021
12:00pm – 12:15pm ET
Welcome and Conference Overview
By Boyd Mortensen, President
12:15pm – 1:00pm ET
Introduction to Portfol
By Jean DeBellis and John Riccione, Product Support
What features are you not using? A good overview for new users and longtime users alike. We're getting back to basics with this session.
Designed for newer users, this session will be an introduction to Portfol’s
structure and design. We’ll review how to enter new clients, leads, deals,
projects, loans and their terms – including a discussion on phases and
amortization methods.
1:00pm – 1:15pm ET
Secure Sharing and Receiving Files
By Cameron Mortensen, Product Manager
Take a closer look at SecureUPLOAD, SecureSEND, and the Loan Committee Portal. Three super simple and secure ways to collect and share files.
1:15pm – 2:00pm ET
New Features from 2020-2021
By Jean DeBellis and John Riccione, Product Support
In 2020 and 2021 there have been many new developments for Portfol. We’ll review the list, do some training, and answer questions.
2:00pm – 2:15pm ET
Getting the most out of Borrower Portal
By Dave Mortensen, Product Manager
New features are great, but how do you get borrowers to use them? We’ll go over some strategies to encourage user adoption of Borrower Portal and the value your office can get from it.
2:15pm – 3:00pm ET
Non-Lending Activities / Tracking Tasks and Time
By Jean DeBellis and John Riccione, Product Support
Many organizations provide assistance outside the scope of lending. This session covers creating and maintaining non-lending activities to help your organization track data surrounding services such: technical assistance, seminars, workshops, leasing, etc.
3:00pm – 3:30pm ET
GUIDED DISCUSSION: Shared Successes and Obstacles
By Portfol Team
We’ll talk as a group to discuss the current landscape for our organizations, where we’d like to be, and what we’re doing to get there.
3:30pm – 4:00pm ET
OPEN DISCUSSION
By Portfol Team
Are there any outstanding questions or topics from today’s sessions? Maybe something we didn’t cover but you’d like to address? Let’s talk about it.
Day 2 – Wednesday, September 29, 2021
12:00pm – 12:15pm ET
Preview the Day, Announcements
By Portfol Team
12:15pm – 1:00pm ET
Workouts & Modifications
By Jean DeBellis and John Riccione, Product Support
1:00pm – 1:15pm ET
PreScreening, Online Forms, and Applications
By Cameron Mortensen, Product Manager
You’ve probably taken the step of moving from paper forms to digital forms. One step further are online portals for Borrowers to walk through their application process, automate scoring, and importing data directly into Portfol and other systems. See what other groups are doing with this session.
1:15pm – 2:00pm ET
Deferring Interest to the End
By Jean DeBellis and John Riccione, Product Support
There are changes in Portfol regarding how to differ interest to the end. We’ll go over scenarios and steps to accomplish what you need for this frequently asked question.
2:00pm – 2:15pm ET
Introducing Portfol Web
By Dave Mortensen, Product Manager
We are hard at work building a new web-based Portfol. We’ll share updates plant the seed for our discussion at 3:00 PM ET inviting your feedback on our priorities and plans for this new product.
2:15pm – 3:00pm ET
PARTNER SPOTLIGHT: Council of Development Finance Agencies
By CDFA, Portfol Partner
The Council of Development Finance Agencies is a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation’s leading and most knowledgeable members of the development finance community representing hundreds of public, private and non-profit development entities. Members are state, county and municipal development finance agencies and authorities that provide or otherwise support economic development financing programs as well as a variety of non-governmental and private organizations including bankers, underwriters, attorneys, financial advisors and other organizations interested in development finance.
3:00pm – 3:30pm ET
GUIDED DISCUSSION: Path to a Web Version of Portfol
By Portfol Team
Continuing from our earlier intro at 2:00 PM, we’ll gather feedback on our direction with this product and what’s important to you and your team.
3:30pm – 4:00pm ET
OPEN DISCUSSION
By Portfol Team
Are there any outstanding questions or topics from today’s sessions? Maybe something we didn’t cover but you’d like to address? Let’s talk about it.
Day 3 – Thursday, September 30, 2021
12:00pm – 12:15pm ET
Preview the Day, Announcements
By Portfol Team
12:15pm – 1:00pm ET
CDFI Reporting
By Jean DeBellis and John Riccione, Product Support
1:00pm – 1:15pm ET
Customer Spotlight
By Portfol Team
1:15pm – 2:00pm ET
PARTNER SPOTLIGHT: VistaShare Outcome Tracker
By Dave Smucker, Portfol Partner
Outcome Tracker provides an online platform for nonprofits to securely manage client data, report to funders, and engage with clients via their computer or phone.
2:00pm – 2:15pm ET
The Cloud with Portfol
By Dave Mortensen, Product Manager
Are you looking to move to the cloud or have you already? We’ll share PortfolCLOUD and other tools clients are using to move away from their office servers. As a group we’ll discuss what is working well for you and what needs improvement and identify what should be future enhancements for PortfolCLOUD.
2:15pm – 3:00pm ET
To Be Announced
By Portfol Team
We have some thoughts on this session, but we’re still ironing out some details. More information to come.
3:00pm – 3:30pm ET
GUIDED DISCUSSION: Wishlist
By Portfol Team
As a culmination to the conference let’s talk about any wishlist items we’ve dreamed up to make Portfol better, or other tools that can make your organizations’ jobs easier. As a customer-centric software development company YOUR feedback is vital and helps drive the direction of our work. We want to bring value to you so you can bring value to your customers.
3:30pm – 4:00pm ET
OPEN DISCUSSION
By Portfol Team
Are there any outstanding questions or topics from today’s sessions? Maybe something we didn’t cover but you’d like to address? Let’s talk about it.