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Portfolio Systems (Formerly Planner Systems)
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What is Portfolio Systems?

Where are your referrals coming from?

We create marketing tools that help you get referrals and repeat business.

Our products include Homeowner's Records Portfolio, Client Folders, Address Books, Padfolio's, and other marketing tools that can be customized with your name and logo to build name recognition.

We work with real estate, mortgage and insurance professionals nationwide to provide the highest quality products of this kind. No one can match the look and feel of our Homeowner's Records Portfolio. Professionals who care about their image choose Portfolio Systems.

Referral marketing means building trust and always putting your best efforts into client interactions. Let Portfolio Systems help you to present yourself in the best possible light.



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