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Leads & Customers Tracking
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Manages your leads, bankruptcy, debt settlement or loan modification records as they change. Track who's hot and who's not. Record specifics and document the qualifications of potential customers.
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Loan Modification, Bankruptcy or Debt Settlement data entry/updates
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Quickly modify your loan, loan modification, debt settlement or bankruptcy data and update status. Use the document checklist to denote which documents are required and which have been provided.
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Email Task Reminders
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Configure task reminders to email you on specific dates and times. Never forget an important task specific to your loan, bankruptcy, debt settlement or loan modificaiton cases.
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Document Upload/Download
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Attached pdfs, word docs and images to each of your loan, bankruptcy, debt settlement or loan modification cases. Collaborate with your customer and peers by sharing files.
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Financial Calculators
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Use built in Back DTI and Front DTI calculators to quickly determine if your potential client is qualified for a loan modification. If you do debt settlement, generate and lock payment schedules with ease.
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Email Task Reminders
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Configure email reminders for each of your loan, debt settlement, bankruptcy or loan mod record and remember what you have to do next.
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Import/Export records
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Easily import and export your lead, loan, debt settlement, bankruptcy or loan modification records. Import data from other popular applications your business uses. Unique mapping feature allows you create reusable templates to your favorite lead lists or address books.
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Customer Address Book
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Keep records of current and past customers. Look up lead, bankruptcy, debt settlment, loan or loan modification history and remember particular customer needs the next time you contact them.
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Campaigns Management
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Create marketing campaign records and link them to your leads, loans, debt settlement, brankcruptcy or loan mods. Generate conversion reports and determine your ROI.
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Aging Indicators and Notifications
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Get visual cues and email notifications based on the age of leads, bankruptcy, debt settlement, loan or loan modification records. Color coded indicators visually alert personnel to loans or loan mods that have reached critical dates.
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Pipeline and Funded Summaries
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Quick summaries allow you to track the health of your business. Get a snap shot of your leads, loan mods, bankruptcy and debt settlement totals at any time using Pipeline reports. Track the performance of your business month to month using "Funded" reports. Print the reports for easy review and storage. |
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Manage Your Account
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Captaloans' software provides a management console that allows users to all portions of their account online. Change passwords, view billing history and update account information online securely. |
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Customer Online Access
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Optionally send your customers email updates on the status of their loan, debt settlement, bankruptcy or loan mod record directly from the application.
Allow customers to securely view status information online.
Eliminate constant phone calls and allow your customers the ability to check status online.
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