Need to manage the full client process in one place
SOLUTION:
Capture incoming leads, create the record, review and assign the work, and track progress as the file moves forward. From first contact through follow-up, document collection, and next steps, CaptaFi helps your team keep the process organized in one place.
WHY IT HELPS:
Everyone can see what has been assigned, what is moving, and what still needs attention so work does not stall or slip through the cracks.
A client needs to upload files to their record
SOLUTION:
Create the record, connect the client, and send secure client portal access through CaptaFi. Once logged in, the client can upload required documents directly to the file so your team can review everything in one organized place.
WHY IT HELPS:
Files stay connected to the right record, making it easier to review documents, reduce back-and-forth, and keep work moving.
Need to get a client’s e-signature
SOLUTION:
Start from the client record, create the e-signature job, add the required signature fields, and send it through CaptaFi.
WHY IT HELPS:
Completed documents stay tied to the file, making them easier to review, download, and archive later.
Need to call through a list of client records
SOLUTION:
Use CaptaFi’s built-in phone system to call directly from your dashboard or workspace, speak with clients, capture notes, and set follow-up tasks without leaving the record. When one call is finished, move to the next record and keep the process moving.
WHY IT HELPS:
Your team can handle outreach, updates, and follow-up from one place while keeping communication tied to the right file.
Need to see which records still need follow-up
SOLUTION:
Use CaptaFi to view open tasks, recent activity, and next steps tied to each record so your team can quickly see what still needs attention.
WHY IT HELPS:
Instead of relying on memory, sticky notes, or scattered spreadsheets, your team gets a clearer view of what should happen next.
Need one place for notes, files, and updates
SOLUTION:
Store notes, documents, communication history, and task activity inside the record so your team do not have to piece information together from different places.
WHY IT HELPS:
Having everything connected makes records easier to review, update, and manage day to day.
Need to know who is handling a record
SOLUTION:
Assign records, tasks, and next steps inside CaptaFi so everyone can see who owns the work and where the file stands.
WHY IT HELPS:
Clear ownership reduces confusion, improves handoffs, and helps prevent work from slipping through the cracks.
Need to keep new inquiries from getting lost
SOLUTION:
Capture new leads and create records inside CaptaFi so your team can review, assign, and follow up from one organized workflow.
WHY IT HELPS:
New opportunities are easier to track when they enter the same system your team already uses for follow-up and processing.
Need to move records through a clear process
SOLUTION:
Use pipeline stages, task reminders, and workflow updates in CaptaFi to move work forward from one step to the next.
WHY IT HELPS:
A visible process makes it easier for your team to stay organized and spot delays before they become bigger problems.
Need to check the status of a record quickly
SOLUTION:
Open the record in CaptaFi to review documents, notes, activity, and current progress without chasing updates from other team members.
WHY IT HELPS:
Faster status checks save time and give your team better visibility into day-to-day work.
Pipeline dashboard and workflow view
Built-in e-signature and document management
Integrated phone system and activity tracking
White-label setup and client management
"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!”
★★★★★
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.”
★★★★★
Lila G., Real Estate
"Excellent customer support and functionality. The document portal is especially beneficial for secure client communication.”
★★★★★
Michael S., Financial Services
Starting at $25/user/month*
Includes your first selected vertical. Additional verticals are $5/user/month.
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