# Captafi Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Captafi Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more. Source: https://www.capterra.com/p/239761/Captafi/alternatives --- # Captafi Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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/)[Financial CRM](https://www.capterra.com/financial-crm-software/) Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $25 Per User, Per Month Free trial available 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) ## 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 (4) VS. [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price $25 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (4) Ease Of Use 4.7 (284) Value For Money 5.0 (4) Value For Money 4.7 (185) Customer Service 4.8 (4) Customer Service 4.8 (277) ## Captafi alternatives [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $25.00 Per User, Per Month Highest Rated [4.9 (8)](https://www.capterra.com/p/193776/Centrex-CRM-Software/reviews/) Starting price Contact vendor for pricing [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 API 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Borrower Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Searchable database of information about loan borrowers Contact Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Captafi 52 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Management of a legal case related to insolvency of a business or individual Searchable database of information about loan borrowers Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Store and organize information about customers and previous interactions Add customized logos and colors to align with company branding Import and export data to and from software applications Protect sensitive data for digital privacy Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Digitally sign online documents Used by brokers Software is specifically designed to address the needs of professionals in the law industry Designed for small businesses Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Assess and control risks associated with the credit process of each loan portfolio/account Collect, organize, and prepare loan information to send to the lender for approval Process of collecting loan interest and escrow payments from a borrower. Access software remotely via mobile devices Type of loan used to purchase real estate Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Pipeline view and tracking lead status Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (4) 4.5 Based on 4 reviews ## Pricing Value for money 5.0 (4) Free Trial 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 (4) 5.0 Based on 4 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 (4) 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 (4) 4.8 Based on 4 reviews ## User reviews Overall rating 5.0 Based on 4 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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