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Users Conference
2024 Virtual Conference – User Training
2024 Virtual Conference – User Training
Curriculum
2 Sections
15 Lessons
Lifetime
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Day 1
8
1.0
New Features from 2023-2024
12 Minutes
1.1
Intro to Portfol Products
24 Minutes
1.2
Programs – Sources – Corps – Lenders
26 Minutes
1.3
Entering a New Loan (and multi-source loans)
48 Minutes
1.4
Basic Loan Servicing
52 Minutes
1.5
Invoicing, Late Fees, and Delinquency
28 Minutes
1.6
Following Up (Part 1)
23 Minutes
1.7
Portfol Web, and Open Discussion
28 Minutes
Day 2
7
2.0
Online Applications, Underwriting, and Doc Prep
38 Minutes
2.1
Monthly Portfolio Tracking & Maintenance
45 Minutes
2.2
Borrower Portal
30 Minutes
2.3
Following Up (Part 2)
15 Minutes
2.4
Reporting: Government, Research, Report Builder
47 Minutes
2.5
Credit Reporting: Metro 2
34 Minutes
2.6
Open Discussion
17 Minutes
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