The following is a ghost review. This review’s ghost writer is Mark Bellegia, an Account Rep for Captaloans Software

Captaloans– Software for the mortgage industry to track leads, loans, and agent productivity.

Captaloans Software (www.captaloans.com) offers web based software for mortgage companies seeking a simple solution to manage their leads, agents, and pipeline. Captaloans has a simple navigation system that made it easy for our new users to get started quickly. Lead activity can be monitored easily and once a lead converts the program automatically creates a customer loan record that allows the agent or broker to now track the customer loan status. This allows for the tracking of a customer all the way from New Lead to Funded Loan. This added feature of tracking the loan and offering pipeline reports to the broker makes Captaloans different from traditional lead management software. It is clearly a tool designed specifically for the mortgage industry.

The product does not have all the extensive features of a full blown CRM but it does not have all the complexity either. It appears to be geared toward smaller to mid sized mortgage companies seeking an alternative to some of the more expensive products that are on the market. The software does not provide loan origination but states it is designed to work in conjunction with your existing loan origination software. So you won’t have to abandon your loan origination tools or processes you have in place.

Captaloans is web based so there is no software to install; only a computer with a web browser is required. Prices are based on a monthly subscription per number of users. At the time of this review user licenses start at only $15 a month per user and they are currently offering a 30-day free trial for new customers. For large organizations seeking a high end CRM I would recommend looking at a different product. However, for a small to mid sized shop seeking something a simple and affordable tool to help them become more competitive Captaloans is worth looking at. captaloans.com or 1800-480-5881.