Contact Roles
Portfolio 360 has a number of roles that are built in by default. Over time we will be expanding features and functionality of these roles.
| Role | Notes |
|---|---|
| Real Estate Broker | This can be tied to properties you’ve underwritten to get analytics about deals you’ve underwritten from them |
| Loan Broker | |
| Direct Lender | |
| Hard Money Lender | |
| Investor | Contacts in this role have access to your Investor Portal |
| Sponsor | Contacts in this role have access to your Investor Portal |
| Mentor | |
| Insurance Agent | |
| Property Manager | |
| Attorney | |
| Property Inspector | |
| Pool Maintenance | |
| Lawn Maintenance | |
| General Contractor | |
| HVAC | |
| Electrician | |
| Plumber | |
| Local Government | |
| Economic Development | |
| Training & Support | |
| Software Vendor |
If you additionally require sorting contacts in a different role, you have the ability to create custom contact roles which you can add to your contacts.