Did you miss the conference? View the courses here! This course is FREE for all attendees of the 2024 Virtual Users Conference. Contact support@portfol.com for a code to bypass the purchase price. This user training conference took place on September 18-19, 2024. We start with a general overview of Portfol products and then drill into some core functionality. Individual sessions have been broken out into lessons. Comprehension quizzes will be added later.
Curriculum
- 2 Sections
- 15 Lessons
- Lifetime
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- Day 18
- 1.0New Features from 2023-202412 Minutes
- 1.1Intro to Portfol Products24 Minutes
- 1.2Programs – Sources – Corps – Lenders26 Minutes
- 1.3Entering a New Loan (and multi-source loans)48 Minutes
- 1.4Basic Loan Servicing52 Minutes
- 1.5Invoicing, Late Fees, and Delinquency28 Minutes
- 1.6Following Up (Part 1)23 Minutes
- 1.7Portfol Web, and Open Discussion28 Minutes
- Day 27
- 2.0Online Applications, Underwriting, and Doc Prep38 Minutes
- 2.1Monthly Portfolio Tracking & Maintenance45 Minutes
- 2.2Borrower Portal30 Minutes
- 2.3Following Up (Part 2)15 Minutes
- 2.4Reporting: Government, Research, Report Builder47 Minutes
- 2.5Credit Reporting: Metro 234 Minutes
- 2.6Open Discussion17 Minutes
