Portfol Users Virtual Conference
September 18-19, 2024
12 PM Eastern – 5 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 – Wednesday, September 18, 2024
12:00pm – 12:10pm EDT
Welcome and Conference Overview
12:10pm – 12:20pm EDT
New Features from 2022-2023
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
Understanding Corps / Sources / Programs
This is a core principle to understand when setting up Portfol and adjusting it as your reporting needs change.
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 – 3:20pm EDT
Basic Loan Servicing
In this session we’ll go over drawdowns, payments, fees, and adjustments.
3:30pm – 4:00pm EDT
Invoicing, Late Fees, and Delinquency
Let’s review invoicing, assessing late fees, and what to do with delinquency.
4:00pm – 4:30pm EDT
Following Up (Part 1)
Follow Ups, Letters, Emails, and Ticklers
4:30pm – 5:00pm EDT
Portfol Web, and Open Discussion
We’ll review the progress of Portfol Web and then have an opportunity to ask any questions at all. We’ll have the whole team available.
Day 2 – Thursday, September 19, 2024
12:00pm – 12:10pm EDT
Welcome and Questions
12:10pm – 12:50pm EDT
Following Up (Part 2)
We’re going to introduce another tool to collect information during servicing.
1:00pm – 1:50pm EDT
Monthly Portfolio Tracking & Maintenance
We have some recommendations on what you should review each month.
2:00pm – 2:30pm EDT
Borrower Portal
Let’s go over the use of Borrower Portal, some new features, and gather feedback.
2:30pm – 3:00pm EDT
Online Applications, Underwriting, and Doc Prep
An introduction into these additional modules with Portfol.
3:00pm – 3:50pm EDT
Reporting: Government, Research, Report Builder
Let’s discuss some reporting inside Portfol.
4:00pm – 4:30pm EDT
Credit Reporting: Metro 2
We’ll review common questions regarding Credit Reporting and how to get started.
4:30pm – 5:00pm EDT
Q & A – Open Discussion
An opportunity to ask any questions at all. We’ll have the whole team available.