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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
Effortlessly oversee your business operations, team dynamics, client relationships, affiliates, and potential leads from any device, whether it be a computer, tablet, or smartphone. The system intelligently extracts information from credit reports to generate flawless credit dispute letters in mere seconds. Clients can easily log in, accept agreements, and track their progress, which significantly reduces the time spent on unnecessary phone calls. The online process for signing contracts and providing disclosures has reached new heights in terms of convenience—simply copy and paste your credit repair agreements and essential disclosures. Through the TurboDispute affiliate portal, affiliates can effortlessly refer leads to you and monitor their statuses. All that’s required is a simple click on the customer's name for approval. With robust CRM tools designed to manage client interactions and leads, your organization gains a centralized perspective that enhances collaboration across all departments. As the significance of the credit repair sector continues to grow among consumers, adapting to these technological advancements is crucial for staying competitive. Embracing these innovations not only streamlines operations but also improves client satisfaction and engagement.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$18.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Interactive Ideas
Founded
2001
Country
United States
Website
www.captaloans.com
Vendor Details
Company Name
TurboDispute
Country
United States
Website
www.turbodispute.com
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages