Captaloans combines lead management software with robust yet simple loan tracking so you can take advantage of true end-to-end pipeline management. There's no need to have separate tools to manage your leads and your pipeline. Captaloans tracking and pipeline analysis gives you simple, secure web-based tools that compliment your existing loan origination and processing systems. Design your pipeline tracking and analysis around the way you do business, with the level of detail that matches your needs. Great for mortgage brokers, loan processors and agents.

Manage leads, loans and agent activity in real-time with Captaloans. Quickly identify top performers and under achievers to ensure your business is meeting profit and productivity goals no matter how tough the competition is. Use the Lead Tools to distribute new leads quickly or reassign them on the fly based on real-time status or agent performance. Use the Loan Tools to track and monitor loan status as they move through the pipeline. Send status updates to clients so they can easily track the loan status without having to call you.