Portfol Users Virtual Conference
September 18-19, 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.
Agenda coming June 1, 2024
The 2023 agenda is posted below as a guideDay 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.