Audience
mortgage brokers, private lenders, hard money lenders, attorneys
About Captaloans
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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- Self-service portal - to manage the whole enterprise activity.
- Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.
The platform automates the lending process throughout all the stages:
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No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.
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Pricing
Starting Price:
$18.00/month/user
Pricing Details:
No contracts, pay as you go pricing.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Interactive Ideas
Founded: 2001
United States
www.captaloans.com
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Product Details
Platforms Supported
SaaS
Training
Live Online
Webinars
Support
Phone Support
Online
Captaloans Frequently Asked Questions
Captaloans Product Features
Commercial Loan
Audit Trail
Document Management
Lead Management
Pipeline Management
Asset Management
Complex Debt Structures
Dashboard
Exposure Management
Risk Management
Trend Analysis
Mortgage and Loans
Client Database
Commercial Mortgages
Contact Management
Electronic Applications
Government Loans
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Amortization Schedule
Closing Documents
Credit Reporting
Customer Statements
Document Management
Loan Origination
Loan Servicing
Captaloans Additional Categories
Captaloans Reviews
Write a Review-
We have used this product for years for it's ease of use and low cost mortgage crm we have found. It is by FAR the easiest product to use and to train my staff to learn. They have telephone support with an English speaking person but to be honest you wont need it because the program functions without any problem. I gave it 4 stars because I wish it had some real estate features that would allow me to combine my mortgage and real estate businesses but other than that it's good.
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