loan modification software
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loan modification software
loan mod software
bankruptcy paralegal crm software debt settlement crm software
Designed for businesses with multiple users or branch offices
bankrupt crm software
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714.838.8031
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Built to help growing, multi-office firms that want the advantages of lead management with loan, debt settlement, bankruptcy or loan modification tracking. In addition, create branch offices and customizable user permissions. Get enhanced reporting and real-time status of all corporate and branch office activity in a simple web-based management tool.

Great for bankruptcy attorneys, paralegals, credit repair specialist and loan modification processors.

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   Overview       CASE       Features       Compare       Security       Screen Shots   
bankruptcy attorney CRM software CUSTOMER ONLINE STATUS - Allow customers to securely view status information online. Eliminate constant phone calls and allow your attorneys, paralegals, borrowers, brokers, or affiliates the ability to check status online.
lead management for your bankruptcy, debt settlement or loan modification files ACTIVE LEADS - Easily view the activity of each lead. Update, convert, or reassign leads simply and easily. The simple interface allows new users to get up and running quickly without having to waste time in training.
debt settlement CRM software OPEN LEADS, LOANS, LOAN MODS, DEBT SETTLEMENT OR BANKRUPTCY CASES - Quickly scan your entire pipeline. Colored indicators tell you how many days each lead, loan, loan modification, debt settlement or bankruptcy case has been opened and if any are in need of attention. Clicking on the Lead, Loan or Case Number will bring up the repective Lean, Loan, Bankruptcy, Debt Settlement, Loan Modification Details view.
loan mod software LEAD/LOAN/LOAN MOD/DEBT SETTLEMENT/BANKRUPTCY DETAIL - Updating any lead, loan, bankruptcy, debt settlement or loan modification record is easy and intuitive.
generate ROI reports of your mortgage business REPORTS - Basic reports allow you to analyze the health of your business. Quickly determine what's working and what's not. Generate reports like Pipeline Summaries, Pull-Through Ratios, and more.
connect to your mortgage branch offices BRANCHES - Easily create new branch offices. Captaloans uses a Parent/Child model for branch offices. Each branch created is a child to the main office or parent. Cumulative data for each child branch rolls up to the parent allowing managers at the parent level to run company wide reports or easily view pipeline activity at each of their branch offices.
control loan officers and agents mortage business PERMISSIONS - Granular permission tools allow for limiting access to any area of Captaloans. Customize permission groups restrict user access based on job function or business policies.


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