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Leads & Customers Tracking
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Manages leads as they are happening. Track who's hot and who's not. Record specifics and document the qualifications of potential customers.
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Loan Modification, Debt Settlement and Bankruptcy data entry/updates
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Quickly modify bankruptcy, debt settlement or loan modification data and update status. Use the document checklist to denote which documents are required and which have been provided.
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Email Task Reminders
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Configure task reminders to email you on specific dates and times. Never forget an important task specific to your loan, bankruptcy, debt settlement or loan modificaiton cases.
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Document Upload/Download
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Attached pdfs, word docs and images to each of your loan, bankruptcy, debt settlement or loan modification cases. Collaborate with your customer and peers by sharing files.
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Financial Calculators
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Use built in Back DTI and Front DTI calculators to quickly determine if your potential client is qualified for a loan modification.
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Debt Settlement Payment Schedules
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Use built in debt settlement payment schedule generators to calculate payments for your clients.
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Import/Export records
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Easily import and export your lead, debt settlement, bankruptcy and loan records. Import data from other popular CRM applications your business uses. Unique mapping feature allows you create reusable templates to your favorite lead lists or address books.
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Customer Address Book
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Keep records of current and past customers. Look up lead and loan history and remember particular customer needs the next time you contact them.
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Campaigns Management
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Create marketing campaign records and link them to leads, bankruptcy, debt settlement and loan modification records. Generate conversion reports and determine your ROI.
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Aging Indicators and Notifications
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Get visual cues and email notifications based on the age of loan, bankruptcy, debt settlement and loan modification records. Color coded indicators visually alert personnel to cases that have reached critical dates.
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Auditing
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Keep track of when a loan, bankruptcy, debt settlement or loan modification record was modified and by whom. Every record is time-stamped and marked with a user id to indicate who last modified data. |
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Pipeline and Funded Summaries
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Quick summaries allow you to track the health of your business. Get a snap shot of your 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. |
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Create/Manage Users
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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. |
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Manage Your Account
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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. |
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Customer Online Access
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Optionally send your customers email updates on the status of their loan, debt settlement, bankruptcy or loan modification directly from Captaloans.
Allow customers to securely view status information online.
Eliminate constant phone calls and allow your customers the ability to check status online.
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Enhanced Reports
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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. |
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Permission Groups
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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/loan modification records but not allowed to view funded or pipeline reports.
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IP Access Restrictions
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Increase your security by allowing specific users access to your account based on their IP Address.
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Branch Management
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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.
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Corporate Branding
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Fly your company colors and logo. Imbed the log in page into your company website to make it appear as an extension of your company. Our developers can brand the application so it appears as though it was custom made for your company. Seperately priced - call us for details.
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