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Description

Captaloans Mortgage and Loan Modification CRM is a powerful yet simple tool that combines loan modification, mortgage modification, and debt settlement tracking. Remote collaboration with processors, attorneys and affiliates is possible. To grant your client access to our Customer Portal, you can allow them to fill out their loan modification intake form. Once the form is completed, it will be added to the system as a new record. You can save time by having the client complete their intake forms. It is easy to use. No software downloads. There are no start-up fees. No credit card required. Free trial for 15 days.

Description

Introducing a cutting-edge CRM that prioritizes automation at its heart. Intuitive and user-centered, it is crafted with an emphasis on enhancing the user experience. The interface is straightforward, with buttons and forms placed in logical contexts that are easy to navigate. Built on a contemporary framework, this system is constructed from the ground up, incorporating the latest security measures, speed enhancements, and scalable design principles, making it robust, efficient, and up-to-date. Suitable for a variety of sectors, it is adaptable and customizable for any industry, having proven its reliability in challenging fields like Student Loan Consolidation, Debt Management, and Mortgage services. Additionally, there is a dedicated client portal that allows users to log in for real-time updates, seamlessly linking with the CRM for functions such as receipt management, progress tracking, issue resolution, document uploads, and information updates. With automation at play, your employees will be effectively guided and supported by the system, ensuring a streamlined workflow and increased productivity. This innovative approach not only simplifies processes but also enhances overall operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon No 
Asterisk No 
Authorize.Net No 
Docusign No 
Five9 No 
PayPal No 
Profituity No 
Stripe No 
Ytel No 

Integrations

Amazon Yes 
Asterisk Yes 
Authorize.Net Yes 
Docusign Yes 
Five9 Yes 
PayPal Yes 
Profituity Yes 
Stripe Yes 
Ytel Yes 

Pricing Details

$18.00/month/user
No contracts, pay as you go pricing.
Free Trial Yes 
Free Version No 

Pricing Details

$50 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Interactive Ideas

Founded

2001

Country

United States

Website

www.captaloans.com

Vendor Details

Company Name

Skywave

Founded

2016

Country

United States

Website

skywave.app

Product Features

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures No 
Dashboard No 
Document Management Yes 
Exposure Management No 
Lead Management Yes 
Pipeline Management Yes 
Risk Management No 
Trend Analysis No 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination No 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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