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Captaloans Plan Comparison |
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Feature
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Single Plan
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Basic Plan
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Premium Plan
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Comments
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Lead Management
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Manage your mortgage leads, track activity, and conversions. One-click conversion of a lead record to a loan record |
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Loan tracking / Loan Status
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Track the status of every loan in your pipeline. See loan status, conditions and who it is assigned to from any web browser |
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Campaign & Referral Tracking
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Track ROI on referrals and marketing campaigns. Analyze effectiveness of multiple campaigns |
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Customer Address Book
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Cold leads can be archived and stored into your address book. Contact info as well as lead history is available for easy reference. Generate a new lead or loan directly from the address book |
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Aging Indicators
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Color coded indicators allow you to quickly identify the age of every loan in your pipeline |
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Email Notifications
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Receive an email alert whenever a loan is funded or declined, a lead is converted, a loan more than 20 days at underwriter, etc.. Alerts help you stay on top of your agents and your pipeline |
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Import/Export
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Import/Export your Leads, Loans, and Address Book records easily via CSV (comma separated variable) files |
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Customer online access
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Provide your customers a private login so they can securely view their loan status online. Save time by eliminating customer or agent phone calls for loan status |
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Pipeline and Funded summaries
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Account Management
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Add user subscriptions, manage billing information, and upgrade services |
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Mobile Device access
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| Captaloans available for Pocket PC, PalmOne Treo and Blackberry mobile devices. |
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Auditing
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Easily track when a lead or loan record was last updated and by whom |
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Create/Manage Additional Users
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Default Group & Permission Management
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Easily control user access by placing them in one of the predefined permission groups. Permission groups include Administrator, Branch Manager, Loan Coordinator, or Loan Officer |
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Custom Group & Permission Management
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Highly configurable options to set and restrict access to Captaloans functionality |
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Enhanced Reports
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Make better decisions based on meaningful reports such as pull-though ratios, time spent at underwriter, branch and agent performance |
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Branch Management
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Easy-to-use options for setting up locations, users, and rolling up data for reporting |
| Corporate Branding* |
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Separately priced - call us for details |
