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.

Start with the CaptaFi verticals that fit your business today — Residential Mortgage, Commercial Property Loans, Commercial Loans, Bankruptcy, and Loan Modification — and add more solutions as your services expand.

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

Built for day-to-day work.

CaptaFi helps teams stay organized, keep work moving, and handle day-to-day follow-up in one connected system. Instead of juggling spreadsheets, paper files, and disconnected tools, your team gets a simpler way to manage workflow, documents, tasks, and communication.

  • 14 Day Free Trial
  • Add only the verticals you need
  • No Credit Card Required
  • Start simple and expand later
  • Works from anywhere
  • Cancel Anytime

For more information, check out our FAQ page.

 

Pricing.

Starting at $25/user/month*
Includes your first selected vertical. Additional verticals are $5/user/month.

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

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

Select the business verticals you want in your account to tailor CaptaFi to your workflow without paying 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

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.

See how CaptaFi keeps your work connected.

Start Free Trial

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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