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Designed for businesses with multiple users or branch offices
Call 833.932.2782 for volume pricing
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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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. |
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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. |
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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. |
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LEAD/LOAN/LOAN MOD/DEBT SETTLEMENT/BANKRUPTCY DETAIL - Updating any lead, loan, bankruptcy, debt settlement or loan modification record is easy and intuitive. |
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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. |
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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. |
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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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