Captaloans

Deployment

WindowsMacWeb-based

Best for

SmallMedium

Overview

About Captaloans

Captaloans CRM and Tracking Software combines robust yet simple lead management with mortgage, loan modification, bankruptcy, and debt settlement tracking so you can process more business. Collaborate with affiliates, processors and attorneys remotely and efficiently. No separate tools. No software download. No start up fees.

At a glance

Software information

Industries served, licensing and the support Captaloans provides.

Licensing

  • Monthly Payment
  • Free trial

Support

  • Phone
  • Email
  • Online (Ticket)
  • Business Hours

Training

  • Help Guides
  • On-Site Training

Knowledge Base

  • Help Guides
  • On-Site Training
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Capabilities

Captaloans features

The full feature set, grouped by module.

Loan Servicing Software

  • Document Management
  • Loan Processing
  • Online Application
  • Pricing Management

Lead Management Software

  • Contact Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Pipeline Management
  • Sales Tracking
  • Source Tracking

Plans

Captaloans pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment
Free Trial
15 Days
Standard$22 / month

Media

Screenshots & video

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