FAQ

What software is required to run Captaloans?
Captaloans is web based so only an internet browser is required. Popular internet browsers such as Internet Explorer and Firefox are completely supported.

What hardware is required to run Captaloans?
No special hardware is required other than an internet connected computer.

Is my data secure?
Yes. We've taken security measures and put in place policies to protect your data using the strictest standards. Your data and our servers are protected at a secure data center with complete power and internet redundancy. All client connections to Captaloans are encrypted using Secure Socket Layer (SSL) and any information stored on our data servers is then encrypted again before it is placed in your database. We maintain strict compliance with the VISA PCI credit card regulations and we employ HackerSafe® to continuously monitor our site for possible threats.

Is the Lead Management Software included with the basic plan?
Yes. The Lead Management Tools are included with all plans.

Does Captaloans sell mortgage leads?
No. Captaloans provides lead management software but does not provide mortgage leads.

Does Captaloans integrate with any mortgage leads providers?
Yes. Captaloans is integrated with LoanBright. This allows LoanBright customers to have their leads delivered automatically into their Captaloans account.

What if I start the trial and I don't want to continue with the service, what happens to my data?
Upon expiration of your free trial, your data will be stored for another 30 days (in case you change your mind) and on the 31st day after your trial ends, all of your data will be deleted. There will be no way to retrieve your data once it is purged from our system.

Do you sell or share any of my personal information to anyone?
No. As a customer of Captaloans, all of your personal information (including your e-mail address) is private and will never be sold, rented, or shared to any external parties.

Do you sell or share any of my client's information to anyone?
No! The data you enter into Captaloans belongs to you. We will never sell or share your client's data. Captaloans and its parent, Interactive Ideas, Inc, do not hold any ownership to client data nor do we collect data for internal use or for sale to other vendors. That includes not only mortgage and lead data but also client information, e-mail addresses and other information that may be contained within the system. For additional security, please do not share your login information with anyone.

Whose client data is it, anyway? When I put my client's information into Captaloans, who owns it and who can see it?
Your client information is 100% yours. No one else can see it, or use it. And when you leave, you take your data with you.

Does Captaloans perform loan origination?
No. Captaloans is designed to complement existing loan origination software such as Calyx Point®. It is a separate application used to manage your customers and agent productivity online.

Can I access the application using my cell phone?
Yes. Captaloans has a mobile version of the application and has been tested with Blackberry®, Palm® Treo™, and Pocket PCs. Other web enabled devices may work but have not been tested.

Will Captaloans work if we have a firewall at my office?
Yes. Captaloans uses standard internet protocols permitted by most firewalls. If you have internet access at your office you should have no problem using Captaloans.

Does Captaloans have an import/export utility?
Yes. Import/Export tools are provided with Single, Basic and Premium subscriptions. These tools allow you to import/export Lead, Loan, and Address Book records into your Captaloans account via CSV (comma separated variable) files.

Do you offer professional customization or branding?
Yes. Premium customers have the option of having Captaloans branded to reflect their company name, logo, and color scheme.

Can a Loan Coordinator perform the data updates for all my loan agents?
Yes. A Loan Coordinator Group is created by default and has access to all lead and loan data for every agent. Loan Coordinators update records and assign loans or leads to individual agents. This allows for a single person to handle the record updates for all your loan agents.

Is a Real Estate version available?
No. We are currently working on a real estate version but it is yet to be released. If you are a real estate professional interested in becoming a beta-tester please contact us.

Are program updates and feature enhancements included?
Yes. All program and feature updates are included with your monthly subscription.

Can I change plans or delete user licenses at any time?
Yes. You can delete user licenses, change plans, or cancel at any time.