Balboa Capital has a longstanding history of embracing technology in order to provide our equipment vendor partners and their customers with the easiest and most efficient financing process possible. One way we do this is with Portal360, our comprehensive online sales management tool. Portal360 was designed and developed exclusively for our equipment vendor partners and offers a number of integrated tools and features based on their needs. With Portal360, you can manage every aspect of your financing transactions.

  • Powerful Sales Management Platform

  • Real-Time Transaction Information

  • Robust Reporting Features

  • Wide Range of Quote Tools

  • e-Signature Integration

  • Works on Mobile Devices

  • Funds Transferred Electronically

  • Simple, Easy-To-Use Interface

  • Safe and Secure Account Access

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Simple. Fast. Streamlined.

Portal360 from Balboa Capital makes every step of the equipment financing process easy for you and your customers. It has all of the features and tools you need to keep your vendor business running smoothly. With Portal360, you can calculate finance estimates instantly, submit finance applications in just minutes and finalize documents with e-signatures. Portal360 will even provide you with instant transaction alerts when your funds have arrived. It’s total sales management for equipment vendors… redefined.

Instant Credit Decisions

Customer e-Signatures

Funds Transferred Electronically


All Of The Reporting Features and Quote Tools You Want

With Portal360’s comprehensive reporting features, you will always stay on top of your sales transactions and gain insight into your equipment vendor business’s growth. You can run a variety of sales-related reports in just seconds. Portal360 is also equipped with a number of options that enable you to quickly and easily customize finance quotes based on the unique needs of your customers. This helps you expedite the sales process quickly and provide more efficient customer service.

  • Sales Reports
  • Maturity Reports
  • Application Reports
  • Funded Transaction Reports
  • MTD and YTD Reports
  • Year-to-Year Comparisons
  • Instant Lease Quotes
  • Choose Lease Terms
  • Choose Purchase Option
  • Add Points
  • Credit Rating Option
  • Email Quotes to Customers

Portal360 Gives You Mobile Access

If you conduct business in places other than your office, you can’t afford to make your customers wait for the information they need. That’s where Portal360 from Balboa Capital comes in. Its mobile capability provides you with on-the-go access for more efficiency and greater convenience. You can provide your customers with estimated equipment lease payments and submit their online lease applications safely and securely from an Apple® iPhone or iPad, or any Android device or tablet. In addition, you can use these mobile devices and tablets to access all of the other great features that our innovative system offers.

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Get a Free Portal360 Demo

The best way to learn how Portal360 from Balboa Capital can benefit your equipment vendor business is to see it in action. That is why we are offering you a free, no obligation demonstration of Portal360. To get started, submit the information below.