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 all of 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.

balboa capital devices
  1. Submit a simple online application.

  2. Get a prompt decision during our normal business hours.

  3. Once your application is approved, we can start funding your customers’ approved deals.

What we look for in a vendor partner.

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Minimum of two years in business

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$300,000+ in monthly volume

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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.

portal360 online sales system

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, greater convenience, and better customer service.

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Some of the many benefits that Portal360 offers.

Show estimates to customers

Show estimates to customers

Submit finance applications

Submit finance applications

Get your customers funded

Get your customers funded

Track your sales

Track your sales

Run sales reports

Run sales reports

Use it anytime, anywhere

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 put this robust sales tool to 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.

sales manager working remote at a cattle ranch