mortgage business solutions
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Plans
compatible with calyxsoftware point
compatible with encompass software
loan pipeline loan tracking
Designed for individual mortgage professionals
loan status
$9.95 per month - Includes 1 user subscription

Designed for the individual mortgage professional that needs straightforward lead management and pipeline tracking tools. Get all the core features of Captaloans at an affordable individual price.
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The CASE for choosing the Single Plan:

Convenient: Manage your business in your time and space, not the software vendor's, with a web-based management tool you can access from any PC or laptop with an internet connection and a current browser*. And if you're really mobile, you can get to the Captaloans console anytime from a Pocket PC, Treo or Blackberry device.

Affordable: Includes a single-user subscription with unlimited access to your Captaloans environment. No binding contracts or expensive tech support costs.

Simple: No software to install or maintain... just sign up, set up and go! The intuitive, easy-to-navigate console gives you quick status of your leads and mortgage pipeline at a glance and links to drill down to details you need when you need it. Track and maintain lead and loan data easily without messy whiteboards, error-prone spreadsheets or confusing email trails.

Effective: View pipeline summaries and funded loan summaries anytime. Track the entire pipeline from the time a lead is generated until a loan is funded. Easily prioritize leads and monitor activity. With color coded aging indicators and configurable alerts you can quickly act on loans that have reached critical dates. Improve customer satisfaction with notifications and an online customer loan status view.

*Requires Internet Explorer 5.0 or higher, or Firefox (or compatible browsers) 1.5 or higher.



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