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.

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.

Ratings/Reviews - 1 User Review

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

Company Information

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

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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 stars
    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.
    1 user found this review helpful.
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