Portfol Users Virtual Conference
October 25-26, 2022
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, October 25, 2022
12:00pm – 12:10pm EDT
Welcome and Conference Overview
12:10pm – 12:20pm EDT
New Features from 2021-2022
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 – 1:50pm 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. You can follow along with your own login to our Portfol Demo. We’ll go over a few common loan structures.
2:00pm – 2:50pm EDT
Basic Loan Servicing
In this session we’ll go over posting payments, logging drawdowns, and adjustments & reversals.
3:00pm – 3:30pm EDT
Invoicing and Letters
Let’s review invoice and email templates, and then generating invoices each month.
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, October 26, 2022
12:00pm – 12:10pm EDT
Welcome and Questions
12:10pm – 12:30pm EDT
Borrower Portal – Intro & Updates
Highlighting key new features in Borrower Portal.
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
Portfol Web Updates
Take a look at our progress on Portfol Web. Get updates on goals and the timeline. Ask questions.
3:30pm – 4:00pm EDT
Q & A – Open Discussion
An opportunity to ask any questions at all. We’ll have the whole team available.