Pipeline Software powered by captasoft Less Chaos.
More Control. Book a Demo No credit card • Cancel anytime START A FREE TRIAL CaptaFi keeps pipeline, documents, and tasks connected — so files don’t stall or slip through the cracks. Replace spreadsheets, paper, or software that doesn’t fit. Get one connected system that keeps files moving. Less Chaos. More Control. Less Chaos. More Control. An Affordable Pipeline Management Software with CRM powered by captasoft FREE 14 Day Trial LETS GET STARTED! Add Your Entire Team - No Credit Card Required
No Basic Import or Export Fees - Cancel Anytime

Our Solution.

CaptaFi is a workflow and agency management platform for finance and legal service teams that need pipeline, documents, tasks, and communication connected in one place. Replace spreadsheets, disconnected software, and manual follow-up with one system that keeps files moving and work visible.

CaptaFi supports the day-to-day work behind your business, whether you are a loan agent, mortgage broker, real estate attorney, loan originator, bankruptcy attorney, foreclosure prevention specialist, or another finance or legal service professional. Manage clients, records, employees, and office activity in one connected system designed to keep your team organized and accountable.

Our Solutions: Residential Mortgage, Commercial Property Loans, Commercial Loans, Bankruptcy, and Loan Modification.

Simple, affordable, and built to grow with you, CaptaFi also includes CRM, e-signature, document sharing, and an integrated phone system, with enterprise features available when you are ready to expand.

What Our Clients Are Saying.

"CaptaFi has transformed our loan origination business. The setup was simple, and the software is a pleasure to use. It’s reliable and makes processing loans a breeze!”

foreclosure prevention

★★★★★
Gabriel B., MCapital Holdings

"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.”

Free Trial CRM

★★★★★
Lila G., Real Estate

"Excellent customer support and functionality. The document portal is especially beneficial for secure client communication.”

bankruptcy CRM

★★★★★
Michael S., Financial Services

*source: capterra.com

Affordable and Easy To Use.

Keep quotes, notes, documents, and client information in one place. Run your business from anywhere with a cloud-based system designed to help your team stay organized, responsive, and on track.

  • 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.

 

Ready to organize your business and keep work moving?

Let's Get Started!

Pricing.

Starting at $25/user/month*

FREE 14 Day Trial - No Credit Card Required - Cancel Anytime

Step 1 of 2 - Choose the Verticals That Fit Your Business

Start by selecting the business verticals you want in your account. This helps tailor CaptaFi to your workflow without charging you for features you do not need.
If your Line of Business isn't available, contact us. We'll build it for you!

Apply PROMO CODE at registration.

Current selection total:  
$0.00/user/month*
Vertical / LOBAdd-On PriceDescription
INCLUDEDTrack your Leads & Prospects then Convert them
$5.00/user/monthManage Bankruptcy Cases
$5.00/user/monthManage Loan Modification & Foreclosure Clients
$5.00/user/monthManage Residential Loans

*You will not be charged until your trial ends and you provide a payment method

CASE.

The CASE why you should use CaptaFi (1:45)

Contact us for Enterprise Features and Pricing

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.

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

Contact us for volume subscription pricing.

Onboarding & Training

Our U.S. based staff can assist you and your team in setting up your CaptaFi account.

See how CaptaFi fits the way your business works.

Let's Get Started!

About Us.

CaptaFi was built for finance and legal service teams that need a simpler way to keep pipeline, documents, tasks, and client activity connected. We understand how easy it is for work to get buried in spreadsheets, scattered files, and manual follow-up, and we built CaptaFi to help bring that day-to-day work into one organized system.

The name Capta comes from a Spanish/Latin root tied to “capture,” reflecting our goal of helping businesses capture, organize, and manage the information that keeps work moving.

CaptaFi is developed by Interactive Ideas, Inc. in Southern California and built on the CaptaSoft framework. With more than 20 years of software development experience, our focus is on creating practical, affordable tools for specialized businesses.

Contact Us.

We’re here to help.

Whether you have a question, need support, or would like to learn more about our products and services, we’d love to hear from you.

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