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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

Sora’s innovative AI-driven debt management tool empowers financial advisors to impress clients and secure proposals effortlessly. It allows for a swift assessment of clients' liabilities, refinancing options, new loan possibilities, and overall credit health. Reports can be downloaded to facilitate engaging discussions about clients' debt situations. The software offers hyper-personalized strategies for debt optimization tailored to individual needs. When requesting a new loan, Sora efficiently connects with over 50 wholesale, retail, and credit union lenders to find the best options available. By handling the complex tasks involved, Sora ensures that both advisors and their clients can focus on what matters most. The platform excels in uncovering superior deals for various loan types, including home, auto, and student loans, and makes the transition process seamless. Designed for user-friendliness, Sora enables advisors to visualize, analyze, and take actionable steps toward improving their clients' debt scenarios. With its sophisticated analytics and customized recommendations, advisors can create strategic plans tailored to each unique client. By exploring the intricacies of their debt landscape, identifying potential savings, and implementing an optimized management plan, advisors can elevate their financial advisory services to unprecedented heights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AIReel No 
Advivi No 

Integrations

AIReel Yes 
Advivi Yes 

Pricing Details

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

Pricing Details

$100 per advisor 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 No 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Interactive Ideas

Founded

2001

Country

United States

Website

www.captaloans.com

Vendor Details

Company Name

Sora

Country

United States

Website

www.sorafinance.com

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 

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