TRACKING AND PROJECT MANAGEMENT

Economic development lending involves so much more than just loan servicing.

Portfol helps you track performance requirements and related activities.

  • Outline assistance for clients – from technical assistance to training seminars
  • Create tracking screens for each unique activity or service you provide to your clients
  • Record and report on UCC filing renewals
  • Track data and generate reports and follow-up letters related to…
    • Insurance coverage on multiple properties
    • Collateral items
    • Employment reporting
    • Financial statements
  • Create your own customized tracking follow-ups
  • Flexible reporting tools to create custom fields

DEMOGRAPHICS TRACKING

    TRACKING & FOLLOW UP

      NOTES & TICKLER