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What is Portfol?

Portfol is a comprehensive portfolio management solution tailored for multiple users to efficiently manage economic development transactions throughout every stage of a project. This powerful platform includes a variety of features, such as loan servicing, demographic insights, and tracking for technical assistance, while also providing critical project information like job monitoring, oversight of financial statements, and verification of insurance, as well as contact management and detailed reporting for organizations like CIIS, SBA, and EDA. By consolidating numerous functionalities into one cohesive system, it proves to be an essential resource for effective project oversight and management. Moreover, its user-friendly interface enhances collaboration among team members, further streamlining the project lifecycle.

What is Loan Performer?

Loan Performer Version 8 significantly enhances your operational experience through advanced security measures, refined reporting functions, and a variety of new services specifically designed to meet the needs of your clients. This cutting-edge Management Information System is equipped with features such as SMS banking, biometric fingerprint recognition, WAN connectivity, internet access for account holders, standing orders, multi-currency capabilities, and tools for assessing poverty levels. Furthermore, the launch of a web application ensures smooth integration with the Loan Performer desktop version, maintaining a unified database. Credit officers are now able to conveniently update Loan Performer from the field using mobile devices like smartphones and tablets, which streamlines processes and boosts overall efficiency. As a result of these innovative enhancements, Loan Performer is poised to transform the management of your financial services and elevate client satisfaction to new heights. The future of financial service management looks brighter than ever with these powerful tools at your disposal.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$1107
We offer in fact a free version with limited entries. A single user license is $1,107, a 5-user license is $1,968, a 12-user license is $2,706 etc. The web app is 15$ per user per month.
Free Version
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PIDC

Date Founded

1986

Company Location

United States

Company Website

www.portfol.com

Company Facts

Organization Name

Crystal Clear Software

Date Founded

1998

Company Location

Uganda

Company Website

www.loanperformer.com

Categories and 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

Categories and Features

Banking

Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Business Loans
Collateral Tracking
Collections Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

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