Captaloans CRM and Tracking Software combines robust yet simple lead management with loan, 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.
Register and begin managing your leads, loans, loan modification, bankruptcy or debt settlement pipeline now. *call for bankruptcy version availabilty.
Captaloans gives you simple, secure web-based tools that compliment your existing bankruptcy, debt settlement, or loan modification 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, lawyers, loan processors and loan modification specialists.
Manage loans, debt settlement, bankruptcy or loan modifications along with agent activity in real-time with Captaloans.
Quickly identify top agents to ensure your business is meeting profit and productivity goals. Use the Lead Tools to distribute new leads quickly or reassign them on the fly based on status or agent performance.
Use our Software to track and monitor your client's loan modification, bankruptcy, or debt settlement status as they move through the pipeline. Determine if potential clients qualify for assistance with financial calculators and worksheets. Give customers and affiliates free online access to securely check the status of their issue without having to call you.
Save Time and Money!