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Designed for individual professionals
$22.00 per month - Includes 1 user subscription
Designed for the individual loan, loan modification, debt settlement and bankruptcy professionals that needs straightforward lead management and pipeline tracking tools. Get all the core features of the Captaloans Premium CRM version at an affordable individual price. 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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