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Welcome to the new Training Portal for Portfol Software
As a Portfol client you have access to a number of resources to help you be successful.
- ZenDesk – Articles regarding a number of topics, screens, and reports can be found here. You’ll need to register your email, but then you’ll have immediate access.
- Online Courses – We’re adding tutorials and courses to this new training portal. Many courses will be free, a few will need to be purchased.
- Remote Support – Email our Help Desk (support@portfol.com), we’ll create a ticket and line you up with some one-on-one assistance. There are a couple of types of support we provide.
2024 Virtual Conference – User Training
$575.00
Lifetime
All levels
Did you miss the conference? View the courses here! This course is FREE for all attendees of the 2024 Virtual...
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PortfolCLOUD Setup
Free
Lifetime
Beginner
Portfol can be hosted our on cloud servers. This product is called PortfolCLOUD. We set up an app on your...
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Annual 1098 Processing
Free
Lifetime
Beginner
Generating the IRS forms needed to report on Mortgage Interest Paid.
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