The Mortgage Office by Applied Business Software
The Mortgage Office fits lenders and servicers managing more complex loan portfolios, investor reporting, portals, payments, and documents. It is worth checking closely if private...
Portfol by PIDC is a fully-integrated, multi-user software system specifically engineered for the unique demands of economic development and housing loans, particularly those involving public money. It tracks the entire loan process from the initial inquiry and deal structuring, through the complex lending approval process, and into the long-term servicing phase. The software is adept at handling the specific complexities of public-sector lending, such as job creation tracking and reporting, accounting for multiple funding sources (grants, bonds, etc.), and ensuring compliance with program requirements. It also facilitates quick and accurate responses to information reque... Portfol is designed for Economic Development Agencies (EDAs), Housing Financ...
Portfol is designed for Economic Development Agencies (EDAs), Housing Finance Agencies, Community Development Financial Institutions (CDFIs), and other public or quasi-public entities that administer loan programs for economic development, affordable housing, and community projects with stringent reporting and compliance needs.
Our verdict is that Portfol is a highly specialized and valuable tool for the niche world of public finance and development lending. Its focus on tracking jobs, multi-source funding, and regulatory reporting makes it an almost essential system for organizations that must demonstrate accountability and impact to public stakeholders.
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Portfol is designed for Economic Development Agencies (EDAs), Housing Finance Agencies, Community Development Financial Institutions (CDFIs), and other public or quasi-public entities that administer loan programs for economic development, affordable housing, and community projects with stringent reporting and compliance needs.
These are common features buyers compare in Loan Servicing Software. Product-specific availability should be confirmed with the vendor.
Native financial tracking or seamless connection with external accounting software.
Generate a detailed loan payment table, including dates, principal and interest amounts, and outstanding balance.
Financial products designed to fund the acquisition of motor vehicles.
Automated, periodic transfers of funds to and from a borrower's financial account.
A central, searchable repository for managing information related to loan applicants and borrowers.
Financial instruments specifically for funding business-related expenditures.
Connect and monitor collateral details tied to single or multiple loan agreements.
Monitor and oversee the recovery of delinquent customer accounts and past-due payments.
Monitor and address policy non-compliance across services, products, or supplier activities.
Financial products designed to fund various construction endeavors.
Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.
Automated system for managing payments and generating reports for investors.
Pricing model: Per User
Pricing can change. Confirm current plans and terms with the vendor.
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