CaptaloansInteractive Ideas
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Related Products
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About
Captaloans Mortgage and Loan Modification CRM combines robust yet simple loan modification, mortgage, and debt settlement tracking. Collaborate with affiliates, processors and attorneys remotely and efficiently.
Use our Customer Portal to grant access to your client to fill out their own loan modification intake form. Once completed it will appear as a new record in the system. Save time by having the client fill out their own intake forms.
Simple to use. No software downloads. No start up fees. Free 15 day trial with no credit card required.
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About
ClearClient is a client intake and document management platform that helps businesses collect documents, track onboarding, manage contracts, send invoices, and keep every client file organized in one polished workspace.
Instead of chasing files through email threads, folders, forms, and spreadsheets, ClearClient gives teams one place to manage the full client workflow from first intake to final record.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
mortgage brokers, private lenders, hard money lenders, attorneys
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Audience
Small business owners or sole proprietors
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$18.00/month/user
Free Version
Free Trial
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Pricing
$19.99/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInteractive Ideas
Founded: 2001
United States
www.captaloans.com
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Company InformationClearClient
Founded: 2026
United States
www.clearclient.io
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Categories |
Categories |
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Commercial Loan Features
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Mortgage and Loans Features
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
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Integrations
No info available.
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Integrations
No info available.
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