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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
The applicant portal enables small businesses to create comprehensive application packets swiftly. By equipping your financial institution with an advanced loan origination enhancement tool branded for you, users benefit from a smooth and intuitive experience. Tailor our platform to fit your brand identity, guaranteeing that your users enjoy a cohesive and engaging journey. Effortlessly integrate our solution with your existing systems to facilitate a streamlined loan processing procedure. Foster user loyalty and engagement through an easily navigable platform that maintains constant connection with your customers. Enhance loan approval rates by leveraging readiness scoring and tailored suggestions. Utilize data analytics to track applicant preparedness and optimize underwriting performance, ensuring efficiency throughout the loan process. This comprehensive approach not only improves operational efficiency but also enriches the overall customer experience.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$18.00/month/user
No contracts, pay as you go pricing.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
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
Parlay
Country
United States
Website
www.parlay.finance
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
Commercial Loan
Asset Management
No
Audit Trail
No
Complex Debt Structures
No
Dashboard
No
Document Management
No
Exposure Management
No
Lead Management
No
Pipeline Management
No
Risk Management
No
Trend Analysis
No