The CASE for choosing the PREMIUM Plan:
Convenient: Manage your business in your time and space, not the software vendor's, with a web-based management tool you can access from any PC or laptop with an internet connection and a current browser*. Within minutes of signing up, create a parent organization, set up branches, and users, and track performance by user or branch. And if you're really mobile, you can get to the Captaloans console anytime from a Pocket PC, Treo or Blackberry device.
Affordable: Start with a 3-user subscription with unlimited access to your Captaloans CRM account. Change your billing options, maintain your user base, and configure branches and reporting options on the fly, all without worrying about binding contracts, expensive tech support, or maxing out your access time.
Simple: No software to install or maintain... just sign up, set up and go! The intuitive, easy-to-navigate console gives you quick updates at a glance and links to the detail you need when you need it. Add or change users anytime, and manage their access to Captaloans functions to support the way you do business. Use one central login to view branch performance, run detailed trend and performance reports, set up custom permission groups and user roles, email notifications, marketing campaign ROI lead conversion tracking, and more, all in real time. Enter and update loan, bankruptcy, debt settlement and loan modification data easily without messy whiteboards, error-prone spreadsheets or confusing email trails.
Effective: View pipeline, bankruptcy hearing dates, debt settlement schedules or loan mod status anytime, without the long wait until month end. Track the entire pipeline from the time a lead is generated through conversion to a loan, debt settlement, bankruptcy or loan modification process, all the way to approval and closing. Configure enhanced reports to track loan agent and officer productivity, loan modification types, branch statistics, and roll up the reports to view both satellite office and organizational performance. Easily manage user groups and permissions to stay on top of personnel changes at branches and the main office. With color coded aging indicators and configurable email notification options, you can quickly act on your loans, bankruptcy, debt settlement or loan mods that have reached critical dates. Improve customer satisfaction with notifications and an online customer status view.
*Requires Internet Explorer 5.0 or higher, or Firefox (or compatible browsers) 1.5 or higher.