Durchschnittliche Bewertung

5 Bewertungen
  • Gesamt 3 / 5
  • Benutzerfreundlichkeit 3 / 5
  • Kundenservice 3 / 5
  • Funktionen 2.5 / 5
  • Preis-Leistungs-Verhältnis 2.5 / 5

Produktdetails

  • Startpreis 15,00 $/Monat
  • Einsatz Cloud, SaaS, Web
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Interactive Ideas
  • http://www.captaloans.com
  • Gegründet 2001
  • California

Über Captaloans

Captaloans gives you the tools to manage your loans, leads, and agent productivity. What's in your pipeline? How many leads did your agents convert this month? Which agents outperform the others? Get access to this information in real time from any web connected computer. You can even use your Palm Treo or Blackberry phone to connect. With no software to install and affordable monthly plans you can be up and running in minutes. Visit our website now to learn more.

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Captaloans Funktionen

  • Audit Trail (Prüfpfad)
  • Dashboard
  • Dokumentenmanagement
  • Komplexe Schuldstrukturen
  • Leadmanagement
  • Pipeline-Management
  • Publicity-Management
  • Risikomanagement
  • Trend-Analysen
  • Vermögensverwaltung
  • Darlehen-Entstehung
  • Dokumentenmanagement
  • Elektronische Applikationen
  • Gewerbliche Hypotheken
  • Kontaktmanagement
  • Kredit-Berichterstattung
  • Kredit-Serviceabwicklung
  • Kundenaussagen
  • Kundendatenbank
  • Pipeline-Management
  • Schließen von Dokumenten
  • Staatliche Kredite
  • Tilgungsplan
  • Umfinanzierungs-Management
  • Vorab-Qualifizierung
  • Wohn-Hypotheken

Die hilfreichsten Reviews für Captaloans

Software that gets the job done

Bewertet am 4.2.2019
Lance T.
Manager
Marketing & Werbung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: From the sales team to the technical support, we have yet to ever see a reason not use this software.

Vorteile: We have used this software for many years and have never thought about switching. It does everything necessary to handle client workflow. It is reliable and a cost-effective solution for us. If we encounter any issues, which are rare, the technical team is extremely responsive and we have a resolution in typically under an hour. We can't ask for more than that.

Nachteile: There isn't anything to like least about the software. It does what it says it is going to do and does it very well.

Cost Effective

Bewertet am 3.11.2009
Jose C.
Director of Operations
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: For someone who is still doing loan mods but in a smaller scale this is a great way to track your pipeline.

Vorteile: A great system to get you organized. It helps centralize the documentation that normally comes with doing loan modifications. It allows you to track and have trigger dates which is essential in staying on top of your files. The hierarchy access allows you to control who has access to the files.

Nachteile: Nothing bad to write about, looking forward to the updated version that will have additional short sale functionality.

Owner is a fraud- product is cheap and outdated

Bewertet am 29.11.2016
Robert S.
OWNER
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
1/5
Gesamt
1 / 5
Benutzerfreundlichkeit
1 / 5
Eigenschaften & Funktionalitäten
1 / 5
Kundenbetreuung
1 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I would offer 0 stars if possible. Used this service for less than a month and was unable to cancel. Company unknowingly charged me for 6 months after my request to cancel the service and they have refused my requests for refunds. The charges only stopped when I ordered a stop payment through my bank. Do not trust CaptaLoans, there are many better more functional CRMs out there depending on your needs.
Check out hubspot.com theloanpost.com or one of the many others. BTW the owner Tom Swaney is unprofessional and rude.

Vorteile: NONE

Nachteile: COUNTLESS- DONT WASTE YOUR MONEY

Fit our needs and kept working to make it better

Bewertet am 19.2.2010
Joe R.
Business Development Manager
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: highly recommended

Vorteile: as we needed features, captaloans was quick to add them to our application. They consulted with us on necessary features and improvements

Nachteile: no problems

B E W A R E !!!!!!!!!!!!

Bewertet am 3.11.2017
Francois T.
Owner
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
1/5
Gesamt
1 / 5
Benutzerfreundlichkeit
1 / 5
Eigenschaften & Funktionalitäten
1 / 5
Kundenbetreuung
1 / 5
Preis-Leistungs-Verhältnis

Kommentare: Absolutely NOTHING positive about Captaloans program. The Pros: Go to LoanPost, a true comprehensive software for processing, and data management. CAUTION: DO NOT DO THE TRIAL OFFER, YOU WILL BE FRAUDULENT CHARGED MANY MONTHS AFTER CANCELLATION.

Nachteile: Completely USELESS, beyond basic. Worst of all. After following procedures to cancel, it is completely ignored. You will be charged many months after until you dispute with your bank. This is a 1 person operation.

Lies weitere Bewertungen