The CASE for Captaloans lead tracking and pipeline management:
Convenient: Web-based and accessible from any PC or laptop with an internet connection. Give clients 24/7 access to loan and loan modfication status. Get quick snap shots on your business, from lead generation right through to closing files, anywhere, anytime.
Affordable: Single, Basic and Premium plans are designed to be cost-effective for small and growing businesses, as well as established, multi-location firms. Easy to use interface gets your users up and running quickly without a lot of lost time in training.
Simple: No complicated software to install or servers to maintain because we host it all for you. Easy-to-navigate console gives you quick updates at a glance. Reassign leads, loans, and loan modifications on the fly with a single click.
Effective: Track top-performers and underachievers, pinpoint bottlenecks before they become real issues, spot trends while there's time to make the most of them. No more whiteboards, spreadsheets or confusing email trails to get your information.
Captaloans is designed to be flexible and grow with your business. Add and delete users or upgrade to the PREMIUM Plan to create multiple branches and take advantage of rolled up reporting. Learn more about our plans here and choose the one that is best for you.