Portfol Users Virtual Conference
September 16-18, 2025
12 PM Eastern – 4 PM Eastern
Join our conference and participate in training, product updates, future feature discussions, and conversations with other organizations like yours.
Conference Agenda
Day 1 – Tuesday, September 16, 2025
12:00pm – 12:10pm EDT
Welcome and Conference Overview
12:10pm – 12:20pm EDT
New Features from 2024-2025
Highlighting key new features in Portfol (Desktop).
12:20pm – 12:50pm EDT
Intro to Portfol Products
A good overview of Portfol’s offerings through the whole loan process.
Business Development > Application > Underwriting > Closing > Servicing
1:00pm – 1:30pm EDT
Desktop Overview and Workflow (Lead to Loan)
This is a core principal for all new users.
1:30pm – 2:20pm EDT
Entering a New loan – Common Loan Structures
We’ll start out by creating a new client/project/loan based on a common term sheet. We’ll go over a few common loan structures.
2:30pm – 3:30pm EDT
Basic Loan Servicing
In this session we’ll go over drawdowns, payments, fees, and adjustments.
3:30pm – 4:00pm EDT
Q & A – Open Discussion
An opportunity to ask any questions at all. We’ll have the whole team available.
Day 2 – Wednesday, September 17, 2025
12:00pm – 12:10pm EDT
Welcome and Questions
12:10pm – 12:50pm EDT
Portfol Web Features and Training
We’ll review some new features now available in Portfol Web. See the improvements and start using these in your organization.
1:00pm – 1:50pm EDT
Best Practices: Monthly Portfolio Tasks
We have some recommendations on what you should review each month.
2:00pm – 2:50pm EDT
Invoicing, Late Fees, and Delinquency
Let’s review invoicing, assessing late fees, and what to do with delinquency.
3:00pm – 3:30pm EDT
Document Management (and in Portfol Web!)
Best strategies for managing documents in your Portfolio. Audit preparedness.
3:30pm – 4:00pm EDT
Q & A – Open Discussion
An opportunity to ask any questions at all. We’ll have the whole team available.
Day 3 – Thursday, September 18, 2025
12:00pm – 12:10pm EDT
Welcome and Questions
12:10pm – 12:50pm EDT
Online Applications, Underwriting, and Doc Prep
An introduction into these additional modules with Portfol.
1:00pm – 1:30pm EDT
Borrower Portal
Let’s go over the use of Borrower Portal, some new features, and gather feedback.
1:30pm – 2:00pm EDT
Following Up
Follow Ups, Letters, Emails, and Ticklers
2:00pm – 2:30pm EDT
Reporting: Government, Research, Report Builder
Let’s discuss some reporting inside Portfol.
2:30pm – 3:00pm EDT
Credit Reporting: Metro 2
We’ll review common questions regarding Credit Reporting and how to get started.
3:00pm – 4:00pm EDT
Q & A – Open Discussion
An opportunity to ask any questions at all. We’ll have the whole team available.