von Interactive Ideas

3 / 5 5 Bewertungen

Durchschnittliche Bewertung

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


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

Angaben zum Hersteller

  • Interactive Ideas
  • 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.


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

Mit Google übersetzen Bewertet am 4.2.2019
Lance T.
Marketing & Werbung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5 / 5
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
5 / 5
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

Mit Google übersetzen Bewertet am 3.11.2009
Jose C.
Director of Operations
Quelle des Nutzers 
4 / 5
Eigenschaften & Funktionalitäten
4 / 5

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.

Lies weitere Bewertungen