With the SINGLE plan you get all the core features of Captaloans at affordable individual pricing. The SINGLE plan includes one user license and allows you to get set up and running quickly.
There is no need to have separate software tools to manage your Leads, Loans, Bankruptcy, Debt Settlement or Loan Modification pipeline. Captaloans builds robust yet simple tracking features right in, so you can take advantage of true end-to-end customer tracking from Lead to Loan, Bankruptcy, Debt Settlement or Loan Modification.
Most CRM software programs are complicated and only track your leads until they convert. Captaloans provides a simple one-click conversion to convert any lead into a Loan, Bankruptcy, Debt Settlement or Loan Modification record. If tracking loans; track everything from underwriting to funded. If tracking loan mods; track everything from pre-qualification to negotiator assigned to file closed. If tracking debt settlement; track everything from debt to payments to file closed. If tracking bankruptcy; track everything from debtor to hearings to case closure. Simple aging and performance reports allow you to gain information on average time to convert, time to fund, time to close, and more.
Graphical indicators tell you how many phone calls, emails, or client meetings you've had with each lead, loan, debt settlement, bankruptcy or loan modification record.
Provide your customers a private login so they can securely view the status of their records. Save time by eliminating customer phone calls for status.
Create email alerts and reminders to notify you every time a particular action happens. Receive an email everytime a lead is converted, everytime a loan is declined, everytime a loan modification is opened. Create unlimited email alerts to keep yourself notified of important changes to customer status.
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