Create/Manage leads & customers	-	Manages leads as they are happening. Track who's hot and who's not. Record specifics and document the qualifications of potential customers.
Create/Manage loan data	-	Quickly modify loan data and update status. Use the document checklist to denote which documents are required and which have been provided.
Address Book	-	Keep records of current and past customers. Lookup lead and loan history and remember particular customer needs the next time you contact them.
Create/Manage Campaigns	-	Create marketing campaign records and link them to leads and loans. Generate conversion reports and determine your ROI.
Aging Indicators and Notifications	-	Get visual cues and email notifications based on the age of loan records. Color coded indicators visually alert personnel to loans have reached critical dates.
Auditing	-	Keep track of when a loan record was modified and by whom. Every loan record is time-stamped and marked with a user id to indicate who last modified loan information.
Pipeline and Funded summaries	-	Quick summaries allow you to track the health of your business. Get a snap shot of your loan totals at any time using Pipeline reports. Track the performance of your business month to month using "Funded" reports. Print the reports for easy review and storage.
Create/Manage users	-	Your account allows for the creation and management of additional users. Owners of the account can add and manage additional users as needed. Managers can quickly assess pipeline data for each of their users, giving them a much better and more detailed snapshot of the organization.
Manage your account	-	Captaloans provides a management console that allows users to all portions of their account online. Change passwords, view billing history and update account information online securely.
Customer online access	-	Optionally send your customers email updates on the status of their loan directly from the application. Allow customers to securely view status information online. Eliminate constant phone calls and allow your customers the ability to check status online.

To get more information, download the Captaloans Basic Plan brochure.

Premium Plan features include the features of the Basic Plan plus the following

Enhanced Reports	-	Detailed reports such as pull-through ratios, time spent at underwriter and more. Analyze the effectiveness of your organization and quickly identify areas of improvement. Reports allow for quick comparisons of time spent to fund, agent performance, or branch office pipeline comparisons. Managers can analyze the health of their entire organization, including all branch offices, in real time. No more waiting for satellite offices to collate and submit monthly reports.
Permission groups	-	Customizable permission groups are provided to allow or deny users access to any area within the application. Users can be assigned to a group with permissions that matches their job responsibilities. For example, loan coordinators could be allowed to create new loan records but not allowed to view funded or pipeline reports.
Create/Manage branches	-	Organizations that subscribe to the Premium Plan have the ability to create branch offices. Branch offices have the same user management features as the parent organization. Data from the branch offices is rolled up and reflected in the reports of the parent organization.

To get more information, download the Captaloans Premium Plan brochure.