Captaloans

Captaloans

Interactive Ideas
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

mortgage brokers, private lenders, hard money lenders, attorneys

Audience

Small business owners or sole proprietors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$18.00/month/user
Free Version
Free Trial

Pricing

$19.99/month
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Interactive Ideas
Founded: 2001
United States
www.captaloans.com

Company Information

ClearClient
Founded: 2026
United States
www.clearclient.io

Alternatives

Mortgage+Care

Mortgage+Care

Consulting Plus

Alternatives

ProductionQC

ProductionQC

Cogent QC Systems
CorpIntake

CorpIntake

PaayaTech Inc.
FLIP

FLIP

BlumbergExcelsior
Encompass

Encompass

ICE Mortgage Technology

Categories

Categories

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

Integrations

No info available.

Integrations

No info available.
Claim Captaloans and update features and information
Claim Captaloans and update features and information
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Claim ClearClient and update features and information