With the SINGLE plan you get all the core features of Captaloans at affordable individual pricing. The SINGLE plan includes one user license and allows you to get set up and running quickly.

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, and more.

Graphical indicators tell you how many phone calls, emails, or client meetings you've had with each lead.

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 notified of important changes to customer status.

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