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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.

     

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    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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    Portfol is a fully-integrated, multi-user portfolio management software to manage economic development transactions throughout the entire project. Portfol includes loan servicing, demographics, T/A monitoring, project information such as job tracking, financial statement or insurance monitoring, contact management, CIIS, SBA, and EDA reporting and much more! All in one comprehensive system.

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