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.
Other Popular Alternatives & Related Software
Finastra Loan IQ
Finastra’s Loan IQ is the world’s most trusted commercial loan platform, processing roughly 70% of the global syndicated loan volume, with 9 of the top 10 global agent banks using Loan IQ. Our solution empowers financial institutions to service multiple lending business lines with a modern UI/UX and portfolio-specific functionality. This enables firms to efficiently consolidate all corporate banking loan types on one platform, from the most complex syndicated lending to simple, high volume SME/bilateral loans, reducing costs while ensuring you offer a superior client experience in comparison to your competitors. Loan IQ serves as a full end-to-end loan servicing solution that reduces processing times and integration costs, allowing for greater automation and improved controls throughout the loan servicing lifecycle.
Learn more about Finastra Loan IQ
MeridianLink Mortgage
MeridianLink® Mortgage is an award‑winning mortgage loan origination solution built to help banks, credit unions, and independent mortgage banks reduce costs, streamline workflows, and grow efficiently. The platform’s modern architecture combines a configurable LOS, a digital‑first borrower POS, built‑in analytics, and deep third‑party integrations to accelerate decisioning and close loans faster. Features include integrated pricing engines, debt optimization, paperless eClosings, broker and correspondent portals, no‑code workflow configuration, open APIs, seamless core connectivity, and hundreds of trusted integrations. Best‑practice defaults and expert administrative support help institutions launch quickly, scale operations, and deliver a seamless borrower experience.
Learn more about MeridianLink Mortgage
Help With My Loan
AI software yields automated underwriting and loan matching at a 95% proven funding rate. The problem in the industry is a low 55% average at funding loans due to the fragmented lending process. HWML solved this problem by giving brokers, banks and consumers access to the platform syndicated with 300+ lenders in Commercial Real Estate, Residential Real Estate, Business, and Personal loans. HWML’s platform has funded over $600M+, loans sized from $100k-$50M!
Consistently in America, banks are readjusting their inward loan portfolios. When they have excessively numerous private loans, they change to business loans, when they have an excessive number of business loans, they change to commercial loans, a never ending cycle. Customers never know which bank is the right one for the loan on any given day and that’s when HWML steps in.
Learn more about Help With My Loan
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes.
The following modules are included:
- Landing page - to attract new borrowers.
- Borrower portal - to serve actual borrowers.
- 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:
- Initiation of omnichannel application
- Consolidation and restructuring of debts
- Negotiation with customers
- Application decision-making
- Personalized offers
- Automation of the loan disbursement
ABLE Platform serves any type of loan:
- Payday Loan
- Personal Loan
- Point of Sale Loan (POS)
- Buy Now, Pay Later (BNPL)
- Mortgage Loan
- Home Equity Loan
- Auto Loan (Car finance)
- Student Loan, etc
Learn more about ABLE Platform
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
Videos and Screen Captures
Other Useful Business Software
Our Free Plans just got better! | Auth0
You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Product Details
Platforms Supported
Cloud
Training
Live Online
Webinars
Support
Phone Support
Online
Captaloans Frequently Asked Questions
Q: What kinds of users and organization types does Captaloans work with?
Captaloans works with these users and organization types: Mid Size Business, Small Business, Freelance, Nonprofit, and Startup.
Q: What languages does Captaloans support in their product?
Captaloans supports these languages: English.
Q: What kind of support options does Captaloans offer?
Captaloans offers support via phone support and online.
Q: What type of training does Captaloans provide?
Captaloans provides training in the form of live online and webinars.
Q: Does Captaloans offer a free trial?
Yes, Captaloans offers a free trial.
Q: How much does Captaloans cost?
Pricing for Captaloans starts at $18.00/month/user.
Captaloans Product Features
Commercial Loan
Audit Trail
Supported
Document Management
Supported
Lead Management
Supported
Pipeline Management
Supported
Asset Management
Not Supported
Complex Debt Structures
Not Supported
Dashboard
Not Supported
Exposure Management
Not Supported
Risk Management
Not Supported
Trend Analysis
Not Supported
Mortgage and Loans
Client Database
Supported
Commercial Mortgages
Supported
Contact Management
Supported
Electronic Applications
Supported
Government Loans
Supported
Pipeline Management
Supported
Pre-Qualification
Supported
Refinance Management
Supported
Residential Mortgages
Supported
Amortization Schedule
Not Supported
Closing Documents
Not Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Document Management
Not Supported
Loan Origination
Not Supported
Loan Servicing
Not Supported
Captaloans Additional Categories
Captaloans Verified User Reviews
Write a Review-
4 out of 5 starsWe 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.
- Previous
- You're on page 1
- Next
