Captaloans Pricing

Basic Plan

• 3 Users included with the Basic Plan. Customer permissions allow you to control which features your users have access to. Add additional users on the fly.
• Leads & Customers Tracking - Record specifics and document the qualifications of potential customers.
• Loans and LoanMods - Quickly modify data and update status. Use the document checklist to denote which documents are required and which have been provided.
• Email Task Reminders -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.
• Document Upload/Download - Attached pdfs, word docs and images to each of your customer records.
• Import/Export records - Easily import your data. If you ever leave Captaloans use the export feature to take your data with you. Quick and easy!
• Campaigns Management - Create marketing campaign records and link them to leads, bankruptcy, debt settlement and loan modification records. Generate conversion reports and determine your ROI.
• Auditing - 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.
• Create/Manage Users - 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.
• Customer Online Access - 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.