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.

Day 1 – Tuesday, September 28, 2021

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12:00pm – 12:15pm ET

Welcome and Conference Overview

By Boyd Mortensen, President

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12:15pm – 1:00pm 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 and answer questions.

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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.

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1:15pm – 2:00pm 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.

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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.

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2:15pm – 3:00pm ET

Non-Lending Activities / Tracking Tasks and Time

By Jean DeBellis and John Riccione, Product Support

Many organizationss provide assistance outside the scope of lending. This session covers creating non-lending activities to track data about those other services you provide, and how to track time spent on various tasks you do on a day-to-day basis.

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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.

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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

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12:00pm – 12:15pm ET

Preview the Day, Announcements

By Portfol Team

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12:15pm – 1:00pm ET

Basic Loan Servicing

By Jean DeBellis and John Riccione, Product Support

Logging draws, posting payments, doing adjustments, refunds, etc.

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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.

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1:15pm – 2:00pm ET

Workouts & Modifications

By Jean DeBellis and John Riccione, Product Support

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2:00pm – 2:15pm 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.

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2:15pm – 3:00pm 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.

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3:00pm – 3:30pm ET

GUIDED DISCUSSION: Path to a Web Version of Portfol

By Portfol Team

We’ll introduce our status with Portfol Web, gather feedback on our direction and what’s important to you and your team.

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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

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12:00pm – 12:15pm ET

Preview the Day, Announcements

By Portfol Team

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12:15pm – 1:00pm ET

Federal Reporting (CDFI, EDA, USDA, etc.)

By Jean DeBellis and John Riccione, Product Support

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1:00pm – 1:15pm ET

Report Builder / Exports and Integrations

By Jean DeBellis and John Riccione, Product Support

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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.

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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.

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2:15pm – 3:00pm ET

Multi-Source Loans

By Jean DeBellis and John Riccione, Product Support

Why would I setup a multi-source loan? How do I create one? What options are there?

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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.

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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.

We look forward to seeing you there!