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PORTFOL
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SCREENSHOT GALLERY

Intuitive, well-designed screens make finding what you need simple and makes Portfol easy to learn.

CRM

DEAL TRACKING

DEMOGRAPHICS TRACKING

DOCUMENT MANAGEMENT

GOVERNMENT REPORTING

LOAN SERVICING

NMTC PROJECT MANAGEMENT

NON-LENDING

NOTES & TICKLERS

TRACKING & FOLLOW-UP

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Fact Sheet
Customer Stories

Portfol is a fully-integrated, multi-user portfolio management system that tracks activities from the initial call and deal structuring, through the lending approval process, and on to the servicing of the loan.

CONTACT

475 North 300 West, Suite 5
Kaysville, UT 84037

support@portfol.com

800-220-7432