With the BASIC plan you get all the core features of Captaloans at affordable small business pricing. Easily manage and assign leads to your agents. Converted leads become loans and you can now track the loan status through the pipeline and monitor agent activity to ensure productivity goals are being met. The BASIC plan includes a 3 user license and allows you to get set up and running quickly. Add or remove users easily or upgrade to the PREMIUM plan at any time.

There is no need to have separate tools to manage your Leads and your Pipeline. Captaloans builds a robust yet simple loan tracking feature right in, so you can take advantage of true end-to-end customer tracking from Lead to Loan.

Most CRM systems are complicated and only track your leads until they convert. Captaloans provides a simple one-click conversion to convert any lead into a loan record which allows you to continue tracking that customer loan from underwriting to funding and close. Simple aging and performance reports allow you to gain information on average time to convert, time to fund, or agent performance.

Manage Agents easily by monitoring open leads and tracking activity. Graphical indicators tell you how many phone calls, emails, or client meetings each agent has had with each lead. Prioritize leads and assign them on the fly. Ensure your agents are aggressively pursuing all the leads you provide them. As leads convert into loans easily track which agents close the most loans, how many points are associated with each loan, and who your top performers are.

Provide your customers a private login so they can securely view the status of their loan application. Save time by eliminating customer phone calls for status.

Create email alerts to notify you every time a particular action happens. Receive an email every time a lead is converted or every time a loan is declined. Create unlimited email alerts to keep yourself and your staff notified of important changes to customer status.

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