Portfol 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.
Portfol Alternatives
Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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Private and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management.
Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements.
Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it.
New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.
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Moneylender Professional
Software to track and manage the payments and balances of any type of loan or lease. You can manage hundreds to thousands of loans by creating customizable reports and statements. Our AutoPay system allows you to access your loan online and make electronic payments (only for US banks). Very affordable. You can download Moneylender and it will run as a demo until you buy it.
Email and phone support, forums, integrated User's Guide, support forums. Moneylender is here to help you get the most out of it all.
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MORSERVw
MORSERVw is a versatile Mortgage Loan Servicing System that operates on both Windows and Web platforms, catering to the management of commercial and residential loans. This innovative product represents the evolution of the reliable MORSERV brand, which has been a trusted solution for mortgage bankers since 1983. Among its key functionalities are the preparation of Amortization Schedules, comprehensive Investor Reporting, management of Tax and Insurance Due Reports, processing of Cash Receipts, Escrow Disbursements, and conducting Escrow Analysis, along with generating 1098 forms and History Statements. These features are essential for both interim and long-term mortgage loan servicing organizations to efficiently manage their operations. The software was meticulously designed to ensure that users experience a straightforward, accurate, and efficient system for their everyday record-keeping and handling of individual or multiple investors’ loan portfolios. In contrast to many other servicing software options on the market, MORSERVw was specifically crafted to seamlessly function within the Windows or Web environment from its inception, enhancing user experience and operational effectiveness. As a result, users can expect a robust tool that evolves with their needs in a dynamic industry.
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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
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support
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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