Partner 360 Sales

Meet Partner 360 Sales, the only CRM for lenders that comes with all the data you’ll ever need.

Why use Partner 360 Sales over a custom solution or competing product?

• Powered by Salesforce, the market leader in Customer Relationship Management
• Create and automate campaigns
• Send up to X automated emails per day
• Send welcome packages daily to every new LO at every approved broker
• Invite the best brokers to your TPO platform

What data is updated daily?

• All new licenses, whether for new lenders, brokers or loan officers
• All employer changes for all loan officers

What data is updated monthly?

• Originating Lender + Broker + Loan Officer
• Loan Type and Purpose
• Number of Units
• Volume in Dollars