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

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12:00pm – 12:10pm EDT

Welcome and Conference Overview

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12:10pm – 12:20pm EDT

New Features from 2022-2023

Highlighting key new features in Portfol (Desktop).

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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

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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.

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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.

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2:30pm – 3:20pm EDT

Basic Loan Servicing

In this session we’ll go over posting payments, logging drawdowns, and adjustments & reversals.

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3:30pm – 4:00pm EDT

Invoicing and Letters

Let’s review invoice and email templates, and then generating invoices each month.

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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.

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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

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12:00pm – 12:10pm EDT

Welcome and Questions

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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.

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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.

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1:30pm – 2:00pm EDT

Intro to Online Applications, Underwriting, and Doc Prep

An introduction into these additional modules with Portfol.

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2:00pm – 2:50pm EDT

Advanced Loan Servicing

Workouts, modifications, terminating loans.

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3:00pm – 3:30pm EDT

Credit Reporting / METRO2

Let’s discuss credit reporting setup and maintenance.

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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!