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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 and Loan Modification Tracking
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Track the status of every loan modification in your pipeline. See loan modification status, conditions and who it is assigned to from any web browser |
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Customer Online Status
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Your account includes unlimited online customer status at NO EXTRA CHARGE. 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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Document Sharing
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Upload and share documents with agents, attorneys or affiliates. Publish important documents to borrowers via the client status area.
200 MB of storage and 200 MB of monthly bandwidth are included with every user license in your account
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Financial DTI Calculators
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Use built in financial calculators to determine and Print Back DIT (gross and net), Front DTI and Income surpluses. |
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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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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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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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Email Support
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Email support for all Captaloans users |
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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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Create and delete user licenses on the fly. Add licenses for Attorneys, Processors and other Affiliates as your loan modification business grows |
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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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Phone Support
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Telephone Support Monday thru Friday |
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Web Assisted Training
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One Free 30 minute web assisted session (15 users max). Additional training available at $45.00/hour |
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Lead submit form
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Optional HTML form that you can incorporate into your website to capture customer mortgage or loan modification leads. Customer submitted leads will automatically be routed into your Captaloans account and assigned to an agent of your choice. Use a lead capture form for every one of your separate mortgage, loan mod, loss mitigation, or debt consolidation web sites |
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Agent Login Form
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Apply the HTML login form to your own website so your agents can log into Captaloans from your home page instead of ours |
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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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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 |
