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

Videos and Screen Captures

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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?
Q: What languages does Captaloans support in their product?
Q: What kind of support options does Captaloans offer?
Q: What type of training does Captaloans provide?
Q: Does Captaloans offer a free trial?
Q: How much does Captaloans cost?

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 Verified User 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.
    1 user found this review helpful.
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