The following is a ghost review. This review’s ghost writer is Mark Bellegia, an Account Rep for Captaloans Software
Captaloans– Software for the mortgage industry to track leads, loans, and agent productivity.
Captaloans Software (www.captaloans.com) offers web based software for mortgage companies seeking a simple solution to manage their leads, agents, and pipeline. Captaloans has a simple navigation system that made it easy for our new users to get started quickly. Lead activity can be monitored easily and once a lead converts the program automatically creates a customer loan record that allows the agent or broker to now track the customer loan status. This allows for the tracking of a customer all the way from New Lead to Funded Loan. This added feature of tracking the loan and offering pipeline reports to the broker makes Captaloans different from traditional lead management software. It is clearly a tool designed specifically for the mortgage industry.
The product does not have all the extensive features of a full blown CRM but it does not have all the complexity either. It appears to be geared toward smaller to mid sized mortgage companies seeking an alternative to some of the more expensive products that are on the market. The software does not provide loan origination but states it is designed to work in conjunction with your existing loan origination software. So you won’t have to abandon your loan origination tools or processes you have in place.
Captaloans is web based so there is no software to install; only a computer with a web browser is required. Prices are based on a monthly subscription per number of users. At the time of this review user licenses start at only $15 a month per user and they are currently offering a 30-day free trial for new customers. For large organizations seeking a high end CRM I would recommend looking at a different product. However, for a small to mid sized shop seeking something a simple and affordable tool to help them become more competitive Captaloans is worth looking at. captaloans.com or 1800-480-5881.
Mortgage Industry Professionals. Like what you see?
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{ 3 comments… read them below or add one }
Todd,
Are you using this CRM? I need one badly that is tailored to my biz but am unclear about effective ones.
Any advice would be appreciated.
No, I still live out of my PDA. It does look like a pretty good system though.
Would love to see a demo or screen shots… started to watch the demo but it doesn’t tell me how long it is so I’m not sure if I’m going to have to wait a minute or 10 minutes to get to the good stuff!
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