--- title: "Captafi Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Captafi Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/239761/Captafi/" page_type: "product" language: "en" --- # Captafi Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Captafi ## What is Captafi? CaptaFi is a powerful CRM and Pipeline Management platform tailored to the needs of loan originators. With over a decade of experience and nearly a million records processed, CaptaFi helps streamline client onboarding, monitor loan progress, and boost efficiency. Key features include pipeline tracking, client relationship management, document sharing, e-signatures, task reminders, and a comprehensive dashboard for real-time updates. Integrated communication tools ensure seamless client interactions, while compliance tracking helps meet regulatory requirements. CaptaFi simplifies managing loan applications, reduces manual processes, and enables better client service. It is scalable for teams of any size and adapts to your business needs as you grow. Pricing starts at $25 per user per month, with discounts for larger teams. Plus, try CaptaFi risk-free with a 14-day free trial—no credit card required! Close deals faster and grow your business with CaptaFi. ## What is Captafi used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $25 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Captafi?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.captaloans.com&name=Captafi) ## Captafi Overview Updated August 2026 AI summary Captafi equips small and midsize businesses with tools for loan origination, servicing, and management, combining workflow automation, compliance controls, and document handling in a cloud-based solution. It covers features such as audit trail, electronic signatures, and loan portfolio management, supporting organizations that require secure lending operations, customer relationship management, and efficient coordination across lending workflows. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Captafi 5.0 (5) VS. [4.7 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting Price $25 Per User, Per Month Starting Price $7 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (5) Ease Of Use 4.8 (744) Value For Money 5.0 (5) Value For Money 4.7 (681) Customer Service 4.8 (5) Customer Service 4.5 (656) ## Captafi alternatives [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (657)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,996)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/239761/Captafi/alternatives/) ## FAQs about Captafi Overview ### What company size and specific industries is Captafi built for? Captafi is designed for small to mid-sized professional teams in financial services and legal practices, including loan originators, bankruptcy attorneys, real estate attorneys, financial advisors, debt reconciliation professionals, law firms, compliance managers, and agency teams that handle regulated client workflows. Features and Usability ### What are the key features of Captafi? Captafi offers accounting and loan servicing, plus loan origination, loan processing, loan management, and loan portfolio management. It also includes client and borrower management, case management, document management, workflow management, reporting and statistics, alerts and reminders, access controls and permissions, audit trail, and digital signature. Pricing ### How much does it cost and what fees or limitations are included? Captafi starts at $25 per user/month for the Core plan and includes a 14-day free trial with no credit card required. The Core plan covers client relationship management, compliance management, customer portal, document sharing, pipeline tracking, task reminders, and unlimited records, with optional e-signature and integrated phone system features. Getting Started and Support ### What training and onboarding options does Captafi offer? Captafi provides live online training sessions and video tutorials to help teams get started. Live online sessions support guided instruction with an instructor, while videos offer self-paced reference for reviewing setup steps and product features as needed. Getting Started and Support ### What customer support options does Captafi offer? Captafi provides Email/Help Desk and Phone Support. No reviewer feedback about support experience is available, so there is no evidence to describe response speed, helpfulness, or common service issues. Support details are limited to the listed channels. ## Features AI summary Based on 458 Loan Origination reviews Capterra reviewers point to these as the top features buyers look for in loan origination software: - **Workflow Management** (**55%** of reviewers rated this feature as critical) - **Loan Processing** (**61%**) - **Loan Management** (**64%**) Captafi supports all three of the features reviewers rank highest: **Workflow Management**, **Loan Processing**, and **Loan Management**. Together, these capabilities help businesses coordinate lending steps, move applications through processing more efficiently, and manage loans from origination onward, allowing teams to handle lending operations with better speed, consistency, and control. Loan Processing 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Collect, organize, and prepare loan information to send to the lender for approval Loan Management 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Loan Portfolio Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Assess and control risks associated with the credit process of each loan portfolio/account Document Management 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Task Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Activity Dashboard 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Captafi 53 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bankruptcy Case Management: Management of a legal case related to insolvency of a business or individual - Borrower Management: Searchable database of information about loan borrowers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - For Brokers: Used by brokers - For Lawyers: Software is specifically designed to address the needs of professionals in the law industry - For Small Businesses: Designed for small businesses - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Mobile Access: Access software remotely via mobile devices - Mortgages: Type of loan used to purchase real estate - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Pipeline Management: Pipeline view and tracking lead status - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (5) 4.6 Based on 5 reviews ## Pricing Value for money 5.0 (5) Free Trial [View pricing plan details](https://www.capterra.com/p/239761/Captafi/pricing/) Core $25.00 Per User,Per Month It includes: - client relationship management - pipeline tracking - document sharing - customer portal - compliance management - task reminders - unlimited records - import/exporting - permission groups - e-signature (optional) - integrated phone system (optional) - more... Value for money 5.0 (5) 5.0 Based on 5 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (5) 4.8 Based on 5 reviews ## User reviews Overall rating 5.0 Based on 5 reviews Filter by rating 5(5) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Tony H. Senior Finance Consultant Financial Services ### "Outstanding Customer Service & A CRM Built for Mortgage Professionals" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 8, 2026 My overall experience with CaptaFi has been excellent. From the initial onboarding to the recent reactivation of my account, the CaptaFi team has consistently demonstrated outstanding professionalism, responsiveness, and customer service. They took the time to understand my situation, worked with me to restore my account, and showed that they genuinely value long-term customer relationships. Although I'm just beginning to fully implement the platform into my daily operations, my experience with the onboarding process, customer support, and overall professionalism has given me complete confidence in my decision to use CaptaFi. As someone who specializes in mortgage assistance and loan modifications, I'm excited to make CaptaFi the central CRM for my business. I believe it will play a key role in helping me organize client cases, improve communication, streamline workflows, and continue growing my company. Pros What impressed me most about CaptaFi is the professionalism of the company and its commitment to customer success. \[sensitive content hidden\] and the entire CaptaFi team have been responsive, knowledgeable, and genuinely interested in helping me succeed. The platform is purpose-built for legal and financial professionals, combining CRM, case management, client communication, document organization, workflow tracking, and loan management into one centralized solution. As someone who specializes in mortgage assistance and loan modifications, I appreciate that CaptaFi was designed with professionals in my industry in mind. I'm excited to make it the foundation of my client management system as I continue to grow my business with AI-powered automation and streamlined workflows. Cons I don't have any significant concerns at this time. My initial use of the platform was limited because I became involved in several large business projects shortly after signing up. Now that I'm returning with a clear implementation plan, I'm looking forward to taking advantage of everything CaptaFi has to offer. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Captafi While many CRM platforms offer excellent general business management tools, CaptaFi stood out because it was designed with legal and financial professionals in mind. I was looking for more than just a contact manager—I needed a platform that could support mortgage assistance, loan modification case management, document organization, workflow tracking, and client communication in one centralized system. CaptaFi provided the industry-specific functionality I was looking for while eliminating the need to piece together multiple software applications. As I continue building my AI-powered business and integrating it with my Lender Relief Portal, I believe CaptaFi provides the operational foundation needed to manage leads, automate workflows, and scale my business efficiently. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Michael S. Partner Financial Services ### "Very Satisfied" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 4, 2023 Excellent Pros Document Portal is nice for the clients because of their private documents that they send us. Cons I would like more lead management opportunity with Captasoft. Switched from [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) Too pricy Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LG Lila G. Co Founder Real Estate ### "Ease and Flow " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 1, 2023 Pros This CRM was streamlined and seamlessly perfected. Starting with the introduction video, \[sensitive content hidden\] response times for troubleshooting projects, his commitment to educating my staff and partners on product efficiency, the promptness with importing my CSV files, assisting with automation was a breeze and integration with logo, white labeling, API conversion was so smooth. The CRM feature functionalities are transparent and set for advancing your label/brand. The electronic signature functionality is one of my favs. I would recommend partners and associates to this product any day. Cons No cons at this time on this product. Everything is working in my favor Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TM Traci M. CEO Commercial Real Estate ### "Great software for the price" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 12, 2022 Overall it's been a good experience Pros There are many good features. The one I like most is the document storage and pipeline milestone. Cons The client portal and esignature could use some work Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GB Gabriel B. Director of Business Development Real Estate ### "Captafi" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 11, 2022 Captafi has provided us a cloud-based and dynamic solution for keeping the maintenance and further proliferation of new data as steady and sustainable as possible. The release cycles of new features are regular and enrich the overall experience. Pros Captafi has made it easy to deploy and maintain our loan origination business without messy setup, difficult learning curves or long wait times. This "sure-footed" software is snappy and a pleasure to zip through when processing a loan! Cons Captafi is regulalry updating the software with new features and new ways of managing portfolios of clients and their data. It can often be arduous to schedule large groups for training in the new features. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Price, Easy Setup Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.