No Basic Import or Export Fees - Cancel Anytime
No Basic Import or Export Fees - Cancel Anytime
Our Solution.
CaptaFi is a Pipeline Software solution with a built-in CRM explicitly designed for the Finance Service Industry. If you are a Loan Agent, Mortgage Broker, Bankruptcy Attorney, Estate attorney, or anyone in the field of Finance Services, then CaptaFi is the perfect pipeline management tool for you. Designed for agencies of any size. Manage your clients, records, employees, and your entire brokerage. Most CRM, Pipeline Tracking, and Agency Management solutions are expensive or require customization. Captafi is designed specifically for your field, saving you time and money.
Build your CaptaFi software suite by choosing the right business solutions for you. Choose from our Residential Property Mortgage, Commercial Property Loans, Commercial Loans, Bankruptcy or Loan Modification solutions to complete your suite. No need to spend money on specialized customization and features you don't use. Boost your company's efficiency with our cloud-based system while keeping things simple and affordable. In addition, take advantage of the built-in CRM, e-signature, and phone system. Finally, ask us about our enterprise features to take your CaptaFi account to another level. Let's get started on your CaptaFi Pipeline Software solution today!
Affordable And Easy To Use.
Find each of your customer's quotes, notes, and documents in one place. Run your business from anywhere with our cloud-based, easy-to-use management system. Never Lose a Lead or Client again because of misplaced information. Organize and Manage all of your Leads & Clients with CaptaFi.
- 14 Day Free Trial
- Add Your Entire Team
- No Credit Card Required
- No Basic Import or Export Fees
- Cancel Anytime
For more information, check out our FAQ page.
Organizing your Finance Services Business towards your sales success.
Pricing.
Starting at $25/user/month*
FREE 14 Day Trial - No Credit Card Required - Cancel Anytime
Choose the Verticals (Lines Of Business) you would like to install into your account, then click the START FREE TRIAL! button.
| Vertical / LOB | Price | Description |
| INCLUDED | Track your Leads & Prospects then Convert them | |
| $5.00 / user / month | Manage Bankruptcy Cases | |
| $5.00 / user / month | Manage Loan Modification Clients | |
| $5.00 / user / month | Manage Residential Loans |
*You will not be charged until your trial ends and you provide a payment method
Contact us for Enterprise Features and Pricing
(833) 932-2782
Features.
Unlimited Records
Unlimited lead and loan records means you can import your entire book of business without any extra fees.
My Prospects
Use the CRM portion of our app to work your leads and prospects. When a prospect converts to a customer, easily move their data to start a loan record.
Verticals
Add specifically designed business verticals to complete your CaptaFi Suite of features. Choose the modules you want. Don't pay for things you don't use.
Share Documents
Attach and share files easily between staff. Use the customer portal to share documents with your clients.
Integrated Phone System
Outbound and inbound calling from within the application. Purchase your own toll-free number and receive inbound calls and SMS texts. Pay only for the minutes you use. Contact us for more information.
Built-In eSignature
Built-in eSignature module. Send documents to your client for signature for only $1.50 per document.
Permission Groups
Use permission groups to allow users to access, view, or edit data. Administrators can view all the records, and staff can only view records assigned to them.
Tasks and Calendars
Schedule Reminders, Due Dates, and Meetings. Share your calendar with your team to collaborate and be on the same page.
Customer Portal
Clients can access a secure portal to upload and download documents. Great for Private Money Lenders.
Import / Export
Easily import and export your data into and out of your account. No Fees for basic CSV imports or exports. Take your data with you if you leave.
Address Book
Import your contacts into the Address Book. Start a new Prospect or Loan Record right from the Address Book. Collect and share contact information and record history with your team.
Security
We are PCI compliant. Your data is encrypted and backed up daily. Limit data and feature access with permission groups. Restrict access with custom security settings.
Access Your Data Anywhere
A secure cloud-based application allows you to access your data anywhere safely and securely using your computer or mobile device.
Simple to Use
Designed to be simple to use. See how quickly our Loan Pipeline Software can be set up for you.
And More
Get Free feature upgrades to your account automatically.Enterprise Features.
Contact for pricing - (833) 932-2782
Customized Branding
Customize CaptaFi with your business logo and colors. Boost your business visibility and customer experience through branded emails and client portal.
Email (D.R.E)
Direct Record Emailing. Send and receive emails directly to the customer record. Capture and organize your email conversations with your clients.
Security
Restrict access with custom security settings through I.P. Address filtering.
API
Integrate with CaptaFi to accomplish tasks such as capturing leads from your website to your account.
Volume Pricing
Call us for volume subscription pricing.
Onboarding & Training
Our U.S. based staff can assist you and your team in setting up your CaptaFi account.
Your technical partner towards your agency's success.
About Us.
Capta is a Spanish/Latin word that means to "capture." Here at CaptaFi, Loan Tracking Software, we intend to help you capture your business data and manage it as simply and affordably as possible. Manage your pipeline and clients' data the way you want.
CaptaFi is developed by Interactive Ideas, Inc. and is built on the captasoft framework. Interactive Ideas, Inc. located in Southern California has been building software for 20 years. CaptaFi was built with your needs in mind. Let's get started!