Portfol Users Virtual Conference
September 12-13, 2023
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.
Day 1 – Tuesday, September 12, 2023
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 posting payments, logging drawdowns, and adjustments & reversals.
3:30pm – 4:00pm EDT
Invoicing and Letters
Let’s review invoice and email templates, and then generating invoices each month.
4:00pm – 4:30pm EDT
State Small Business Credit Initiative (SSBCI)
We’ll review the features release in 2023 regarding the SSBCI program and what you need to do to prep for reporting.
4:30pm – 5:00pm EDT
Q & A – Open Discussion
An opportunity to ask any questions at all. We’ll have the whole team available.
Day 2 – Wednesday, September 13, 2023
12:00pm – 12:10pm EDT
Welcome and Questions
12:10pm – 12:30pm EDT
Borrower Portal, ACH Payments, and Portfol Web
Highlighting key features in Borrower Portal and ACH Payments. We’ll also touch on progress of Portfol Web.
12:30pm – 1:20pm EDT
Monthly Portfolio Maintenance
We have some recommendations on what you should review each month. We’ll review those and ask attendees for other recommendations they have.
1:30pm – 2:00pm EDT
Intro to Online Applications, Underwriting, and Doc Prep
An introduction into these additional modules with Portfol.
2:00pm – 2:50pm EDT
Advanced Loan Servicing
Workouts, modifications, terminating loans.
3:00pm – 3:30pm EDT
Credit Reporting / METRO2
Let’s discuss credit reporting setup and maintenance.
3:30pm – 4:00pm EDT
Q & A – Open Discussion
An opportunity to ask any questions at all. We’ll have the whole team available.