Features.
CaptaFi brings pipeline, documents, tasks, communication, and workflow tools together in one place so your team can stay organized and keep work moving.
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.
Contact us for Enterprise Features and Pricing
Practical Features.
Simple Start.
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.
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!”
★★★★★
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
*source: capterra.com
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.
| Vertical / LOB | Add-On Price | Description |
| INCLUDED | Track your Leads & Prospects then Convert them | |
| $5.00 / user / month | Manage Bankruptcy Cases | |
| $5.00 / user / month | Manage Loan Modification & Foreclosure Clients | |
| $5.00 / user / month | Manage Residential Loans |
*You will not be charged until your trial ends and you provide a payment method
