DOCUMENT MANAGEMENT

Manage documents on your server, or our cloud-based solution.

Easily access all the client files stored on your server from within Portfol.

  • Link to server storage of files within each loan file.
  • Or link to cloud-hosted storage via BMICloud.

CONTACT

475 North 300 West, Suite 5
Kaysville, UT 84037

support@portfol.com

800-220-7432