Portal360™ Equipment Financing Sales Management System
Helping bankers submit applications, close deals, and run reports like never before.
Helping bankers submit applications, close deals, and run reports like never before.
As you know, offering equipment financing to business owners opens up a valuable opportunity to generate additional revenue for your bank. It can also help you build customer relationships and improve customer retention. That said, developing an equipment financing sales management system for your bankers requires a significant investment in time, money, and resources. That’s where Performance Trust Capital Markets can help.
We offer Portal360, an industry-leading online sales management system that makes the entire equipment financing process quicker and more convenient for your bankers and customers. Portal360 was built exclusively for the asset finance industry by Balboa Capital, a Division of Ameris Bank. Portal360 is a proven and easy-to-learn cloud-based solution with a comprehensive suite of tools and applications. It can help your bankers create more opportunities, accelerate originations, monitor transactions, and close more deals faster.
Submit applications in just minutes and close more deals faster
Get a bird’s-eye view of your customers’ financing transactions in real-time.
Portal360 is 100% mobile-compatible, and accessible 24/7/365
Portal360 is hosted remotely and available to our bank partners over a secure network. Simply put, you pay a monthly subscription fee to use it. This eliminates the high upfront cost of purchasing software and hardware and the costs associated with maintenance and upgrades in the future.
Once you purchase a Portal360 subscription, 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. Your dedicated account manager will answer any questions you have about Portal360, too. After that, it only takes a few clicks to navigate where you want to go, and tasks such as reporting, lead tracking and submitting equipment financing applications are a breeze.
Other banks are investing in tools and technology that can help them outperform yours. So invest in Portal360 to stay competitive in the equipment financing game. To schedule a phone call, submit the form below.