Portfol Users Virtual Conference

September 18-19, 2024

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.

Agenda coming June 1, 2024

The 2023 agenda is posted below as a guide

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.

We look forward to seeing you there!