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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

By utilizing VisionCredit's banking infrastructure and Fintech services, your company is poised for significant growth. Not only will you enhance your customer base, but you'll also be able to broaden your product offerings, thanks to our robust core banking system that facilitates operations involving loans, installments, promissory notes, transfers, direct debits, and much more. While you currently provide online loans, have you considered how to better manage your investors? Beyond just offering loans online, have you optimized your processes for maximum efficiency? Are you leveraging SEPA to its fullest potential? Lastly, while granting online loans, are you fully compliant with your tax responsibilities? It’s essential to address these areas to ensure sustainable growth and compliance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

VisionCredit Gregal Financial Institutions

Founded

2000

Country

Spain

Website

www.secciondecredito.es/en/

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

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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