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Description
Portfol is an all-in-one portfolio management software designed for multiple users to handle economic development transactions across the entire project lifecycle. This robust platform encompasses features such as loan servicing, demographic analysis, technical assistance tracking, and essential project details like job monitoring, financial statement oversight, and insurance checks, along with contact management and comprehensive reporting for CIIS, SBA, and EDA, among others. Its integration of various functionalities into a single system makes it an invaluable tool for effective project management.
Description
No matter your role in the real estate sector—be it a developer, lender, equity partner, or service provider—Rabbet simplifies the management of project finances. It allows you to centralize, standardize, and oversee all aspects of construction finances seamlessly. Leading professionals rely on Rabbet to handle financials, draw requests, and essential documents for billions in commercial real estate investments. Instead of wading through countless emails and spreadsheets, you can access vital information in a single location. With proactive error detection, you'll receive immediate notifications about any data inaccuracies, missing documents, or compliance issues. By consolidating your documents, data, and workflows, you gain immediate insights into the status of all your projects. This platform enables you to efficiently review draw requests, supervise construction loans, and analyze financial data across your entire portfolio. With the capability to manage construction finances for every project from one central location, you will always be aware of the progress and standing of each initiative. Embracing this technology not only streamlines your processes but also enhances overall project transparency and accountability.
API Access
Has API
API Access
Has API
Integrations
AvidXchange
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PIDC
Founded
1986
Country
United States
Website
www.portfol.com
Vendor Details
Company Name
Rabbet
Country
United States
Website
rabbet.com
Product Features
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Product Features
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
