mortgage business solution
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Plans
loan tracker pipeline software 
mortgage business software

Choose the Captaloans plan that best fits your business. Add subscriptions and upgrade your plan quickly, easily, and affordably. Sign up today and be up and running in just minutes!

 

lending software
lending office
Designed for individual professionals
lending office
 Single user subscription            
 Unlimited usage
 Value Priced at $22.00 / month
lending office
 
Learn more and view pricing
 
 

lending software
lending office
Designed for single office environments
lending office
 Starts with a 3 user subscription
 Add additional users
 Starting at $51.00 / month
lending office
 
Learn more and view pricing
 
 

lending software
lending office
Designed for businesses with multiple users or branch offices
lending office
 Starts with a 3 user subscription
 Add additional users and branches
 Call 714.838.8031 for pricing
lending office
 
Learn more and view pricing
 
Captaloans Plan Comparison
Feature Single Plan Basic Plan Premium Plan Comments
Lead Management lender software loan mod attorney loan modification attorney Manage your leads, track activity and conversions. One-click conversion of a lead record to a loan/loan modification/bankruptcy/debt settlement record
Loan, Loan Modification, Debt Settlement, and Bankruptcy Tracking loan modification software loan modification software loan modification software Track the status of every loan modification, debt settlement or bankruptcy record in your pipeline. See loan modification status and debt settlement conditions and who it is assigned to from any web browser. Collaborate with attorneys and processors
Customer Online Status lender software loan modification attorney loan modification software Your account includes unlimited online customer status at NO EXTRA CHARGE. Provide your customers a private login so they can securely view their loan, bankruptcy, debt settlement or loan modification status online. Save time by eliminating customer or agent phone calls, regarding status
Document Sharing loan modification crm loan modification attorney loan modification software Upload and share documents with agents, attorneys or affiliates. Publish important documents to borrowers via the client status area. 200 MB of storage and 200 MB of monthly bandwidth are included with every user license in your account
Financial DTI Calculators loan mod software loan mod software loan mod software Use built in financial calculators to determine and Print Back DIT (gross and net), Front DTI and Income surpluses.
Campaign & Referral Tracking bankruptcy software loan modification attorney debt settlement software Track ROI on referrals and marketing campaigns. Analyze effectiveness of multiple campaigns
Customer Address Book lender software loan modification attorney bankruptcy attorney software Cold leads can be archived and stored into your address book. Contact info as well as lead history is available for easy reference. Generate a new lead or loan directly from the address book
Email Task Reminders loan modification processor online debt settlement software debt settlement Set and receive email reminders. Configure task details like reminder dates, comments and recipients. Stay on top of your files
Email Notifications loan modification processor online debt settlement software debt settlement Receive an email alert whenever a record has changed base on your criteria. Is the case funded or declined... Has a lead is converted? Is a record more than 20 days old? Alerts help you stay on top of your agents and your pipeline
Import/Export lender software mortgage management loan management Import/Export your Leads, Loans, and Address Book records easily via CSV (comma separated variable) files
Pipeline and Funded Summaries loan modification attorney bankruptcy case management bankruptcy CRM  
Account Management lender software loan modification software debt settlement CRM software Add user subscriptions, manage billing information, and upgrade services
Email Support bankruptcy tracking software loan mod software debt settlement software Email support for all Captaloans users
Auditing   bankruptcy management debt settlement tracking Easily track when a lead or loan record was last updated and by whom
Create/Manage Additional Users   loan modification crm loan modification software Create and delete user licenses on the fly. Add licenses for Attorneys, Processors and other Affiliates as your loan modification business grows
Default Group & Permission Management   loan modificaiton pipeline bankruptcy pipeline Easily control user access by placing them in one of the predefined permission groups. Permission groups include Administrator, Branch Manager, Loan Coordinator, or Loan Officer
IP Address Restrictions     debt settlement software Allow specific users into your account based on their IP Address
Phone Support     loan modification tracking software Telephone Support Monday thru Friday
Web Assisted Training     debt settlement CRM software One Free 30 minute web assisted session (15 users max). Additional training available at $45.00/hour
Lead submit form     Loan modification software Optional HTML form that you can incorporate into your website to capture customer mortgage or loan modification leads. Customer submitted leads will automatically be routed into your Captaloans account and assigned to an agent of your choice. Use a lead capture form for every one of your separate mortgage, loan mod, loss mitigation, or debt consolidation web sites
Agent Login Form     loan modification status Apply the HTML login form to your own website so your agents can log into Captaloans from your home page instead of ours
Custom Group & Permission Management     bankcruptcy status software Highly configurable options to set and restrict access to Captaloans functionality
Branch Management     bankruptcy pipeline reports Easy-to-use options for setting up locations, users, and rolling up data for reporting
Corporate Branding*     Loan Modification Software Separately priced - call us for details


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