Portfol Description
Portfol, a fully-integrated portfolio management software that can be used by multiple users, allows you to manage economic development transactions across the entire project. Portfol can be used to manage loan servicing, demographics and T/A monitoring. It also includes project information such job tracking, financial statement monitoring or insurance monitoring, contact management and reporting. All in one system.
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LoanAssistant
LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others.
Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions.
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FREE 30-days trial
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Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
PIDC
Year Founded:
1986
Headquarters:
United States
Website:
www.portfol.com
Media
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Product Details
Platforms
Windows
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online
Portfol Features and Options
Loan Servicing Software
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
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