Portal360™ Sales Management System for Equipment Vendors
Monitor sales, run reports, submit equipment financing applications, and more.
Portal360™ helps streamline business processes and improve efficiency.
Do you waste time doing paperwork or dealing with spreadsheets? Are some of your leads slipping through the cracks? Are you looking for a way to organize your sales process, win more deals, and increase productivity? If you answered “yes” to any of these questions, it is time to put the Portal360™ online sales system to work for your vendor business.
Developed and powered by Balboa Capital, Portal360™ is the all-in-one platform for equipment vendors. It has the tools you need to manage transactions, accelerate sales, and improve efficiency in one convenient place. In addition, Portal360™ is free to use once you become a Balboa Capital vendor partner.
- Real-time transaction information
- Robust reporting tools
- Price quote tools
- e-Signature integration
- Private label program compatible
- Safe and secure account access
- Easy-to-use interface
- Optimized for mobile devices
Become a vendor partner in 3 easy steps.
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Submit a simple online application.
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Get a prompt decision during our normal business hours.
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Once your application is approved, we can start funding your customers’ approved deals.
What we look for in a vendor partner.
Minimum of two years in business
$300,000+ in monthly volume
Equipment is on our approved list
These are some of our minimum requirements. Should you apply to become a Balboa Capital vendor partner, additional criteria will determine if you qualify.
Get up and running instantly.
Our digital marketing team and IT team spent an entire year designing and building Portal360™, and the result is a sales platform with a simple and easy-to-use interface. It only takes a few clicks to navigate where you want to go, and tasks such as reporting, lead tracking, and submitting applications are a breeze.
Once you become a Balboa Capital vendor partner, we will create your Portal360™ account and provide you with your login information. You will then receive an online training session to learn how to use the system’s features. Of course, your Balboa Capital vendor sales manager will answer any questions you have about Portal360™, too.
100 percent mobile ready.
If you conduct business in places other than your office or showroom, you cannot afford to make your customers wait for the information they need. With Portal360™, you will not have to because it is 100 percent mobile-compatible.
You can log into your Portal360™ account on your mobile phone, tablet, or laptop and use its built-in equipment financing calculator and equipment financing application. This on-the-go accessibility allows for more efficiency, convenience, and customer service.
Some of the many benefits that Portal360™ offers.
Show estimates to customers
Submit finance applications
Get your customers funded
Track your sales
Run sales reports
Use it anytime, anywhere
Many hundreds of vendors use Portal360™.
You are in good company. Many hundreds of equipment vendor businesses that partnered with Balboa Capital use Portal360™. As a result, their owners and sales team members are experiencing the many benefits of Portal360™ firsthand.
Now is the time to make this robust sales tool work for you and your sales team members. Contact us today to start or jump-start the process by completing the simple inquiry form on this page.
Helpful resources for equipment vendors.
Private label financing
Build your brand, enhance credibility, and sell more.
How vendors can boost their sales
Real-world strategies to take your sales to the next level.
Vendor financing program overview
All about our industry-leading vendor program.
