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
TRACKING & FOLLOW UP
NOTES & TICKLER