
Partner Reporting Portal
Censeo Housing Portal
A comprehensive partner reporting portal that provides real-time data visibility for housing association partners, streamlining the tracking and reporting of mortgage referrals.
The Challenge
Censeo Financial needed a way to provide their housing association partners with real-time visibility into referred clients and pipeline data. Previously, partners had to request manual reports, causing delays and frustration.
Our Solution
Built a secure partner portal that integrates directly with HubSpot CRM. Housing associations can now log in and view their active clients, pipeline status, and historical performance data in real-time.
25hrs
Time saved weekly
98%
Partner satisfaction
100%
Real-time data accuracy


