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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 data entry/updates
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Quickly modify loan data and update status. Use the document checklist to denote which documents are required and which have been provided.
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Import/Export records
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Easily import and export your lead and loan records. Import data from other popular 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 and loans. 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 records. Color coded indicators visually alert personnel to loans that have reached critical dates.
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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 loan 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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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 directly from the application.
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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