Interactive Ideas

Captaloans

2.5 / 5 4 reviews


Average Ratings

4 Reviews
  • 2.5 / 5
    Overall
  • 2.5 / 5
    Ease of Use
  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    $15.00/month/user
  • Deployment
    Cloud, SaaS, Web
  • Support
    Online
    Business Hours

Vendor Details

  • Interactive Ideas
  • www.captaloans.com
  • Founded 2001
  • United States

About 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 Features

  • Asset Management
  • Audit Trail
  • Complex Debt Structures
  • Dashboard
  • Document Management
  • Exposure Management
  • Lead Management
  • Pipeline Management
  • Risk Management
  • Trend Analysis
  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages

Captaloans Reviews Recently Reviewed!

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

Nov 02, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Cons: 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.

Overall: 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.

Owner is a fraud- product is cheap and outdated

Nov 28, 2016
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: NONE

Cons: COUNTLESS- DONT WASTE YOUR MONEY

Overall: 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.

Recommendations to other buyers: TOM SWANEY THE OWNER IS A JOKE, NO MORE THAN HIS PRODUCT. DONT WASTE YOUR TIME OR MONEY, THEY WILL CHARGE YOU FOR MONTHS AFTER YOU CANCEL

Fit our needs and kept working to make it better

Feb 19, 2010
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

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

Cons: no problems

Overall: highly recommended

Cost Effective

Nov 03, 2009
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: 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.

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

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