SAMPLE REPORTS

Portfol is like having a project manager, generating all the reports and letters you need. Our powerful reporting functions make record keeping and data pull simple.

Click on a report name to see the sample report (PDF) in a new window.

• Accrued Interest
• Audit Confirmation Letter
• Client Condition Report
• Committed Funds Not Yet Drawn Down
• Delinquency Aging Report
• Lien Expiration Status
• Loan History
• Loan Schedule
• Non-Lending Activities Research Report
• Payoff Statement Letter
• Portfolio Snapshot
• Projected Future Receipts
• Receipts Report
• Research Report
• Trial Balance