Welcome Captaloans Visitors!

We're excited to announce the launch of CaptaFi, the next generation of our FinTech CRM / Agency Management / Pipeline Software!   Whether you're new to or familiar with Captaloans, you've come to the right place.  CaptaFi builds upon the strong foundation of Captaloans, offering all the features you know and love, along with exciting new enhancements designed to streamline your workflow and boost your agency's success.

What's New with CaptaFi?

  • Enhanced User Interface: CaptaFi boasts a modern, intuitive interface that makes managing your clients and projects easier than ever.
  • Increased Automation: Automate repetitive tasks and free up valuable time to focus on what matters most - growing your agency.
  • Improved Integrations: Connect seamlessly with your favorite business tools to create a unified workflow.
  • Unmatched Security: Rest assured your data is safe with CaptaFi's industry-leading security features.

Starting at $25 /User /Month
• 14 - Day Free Trial
• Add Your Entire Team
• No Credit Card Required
• No Import/Export Fees*
• Cancel Anytime

Here are just a few of the things you can achieve with CaptaFi:

  • Manage client relationships effortlessly
  • Streamline project workflows and deadlines
  • Gain valuable insights into your agency's performance
  • Improve communication and collaboration within your team

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

Ready to Experience the CaptaFi Advantage?

We invite you to explore CaptaFi and discover how our powerful features can take your agency to the next level. Sign up for a free trial today and see the difference CaptaFi can make!

Still Have Questions?

We understand you might have questions about CaptaFi. Our friendly support team is here to help! Feel free to contact us and we'll be happy to address any concerns you may have.

We're here to empower your business success.

Our CRM / AMS / Pipeline Software solution is designed explicitly for finance professionals and attorneys, such as bankruptcy attorneys, loan professionals, credit counselors, foreclosure defense, financial advisors, and more. No unique customization or extra costs are involved.

Manage your clients, employees, and your entire firm.  CaptaFi is easy to use and affordable. Add one or all of our business verticals and other modules like Loan Modification, Bankruptcy, and  Residential Property Loans to build your suite of CaptaFi solutions. Create a CaptaFi account today and boost your office's productivity.

CaptaFi, with its specifically designed industry data collection, built-in e-signature, phone system, and more, allows your firm or agency the versatility to use our system for bankruptcy, loan modifications, loan origination, loan tracking, loan processingstorage compliance, as well as a CRM and Agency Management.

Great for bankruptcy attorneys, paralegals, bankruptcy claim processors, credit counselors, and legal aid organizations, etc...

The C.A.S.E. for choosing captafi

Convenient: No more wasted time! CaptaFi is designed specifically for financial service professionals, like you. Streamlining your workflow with CaptaFi, saves you precious time.

Affordable: Stop paying for features you don't need and expensive customization you shouldn’t have to do. CaptaFi's straightforward pricing lets you pay only for the features you use, fitting perfectly within your budget.

Simple: No headaches here! CaptaFi is intuitive and easy to use, designed with a user-friendly interface that minimizes learning curves. A quick tutorial gets you and your entire team started fast. With streamlined navigation and clear accessible features, you can focus on what matters most: your clients. Say goodbye to complicated software and hello to efficiency and ease with CaptaFi.

Effective: Manage your leads and pipeline from anywhere. Get a complete overview of your processes, engage with clients, and maintain compliance with secure document storage and activity monitoring.

Contact us for Enterprise Features and Pricing.

(833) 932-2782

Screen Shots.

Bankruptcy Management Software

CaptaFi Desktop

Bankruptcy Pipeline Software

CaptaFi built-in e-Signature

Bankruptcy CRM Software

CaptaFi w/ Phone enabled

Bankruptcy  Pipeline Software

CaptaFi White Labeled

Organizing your office or firm towards success.


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 case or record.


Add specifically designed business verticals such as bankruptcy, to complete your CaptaFi Suite of features.

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 attorneys, law firms, loan professionals, debt relief , and credit counselors.

Import / Export

Easily import and export your data. 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 a Record right from the Address Book. Collect and share contact information and share your record history with your team.


We are PCI compliant.  Your data is encrypted and backed up daily.  In addition, use permission groups to control who has access to which records. Enterprise clients have access to IP filtering.

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 our Software solution is already configured to begin tracking your records now.

And More

Get Free* feature upgrades to your account automatically.
*Not applicable to features with consumables (phone minutes, e-signature fees, etc).

Enterprise Features.

Contact for pricing  - (833) 932-2782

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.


Restrict access with custom security settings through I.P. Address filtering.


Integrate with CaptaFi to accomplish tasks such as capturing leads from your website to your account.

Volume Pricing

Call 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

(833) 932-2782

Learn More.

Check out how CaptaFi works; there is no better video than our "Get started" video to get an insight into CaptaFi's features and get a sense of how CaptaFi can work for you.

Getting started with CaptaFi (3:39)

Use Cases.

Here are a few use-case scenarios CaptaFi can accomplish.

Slide Scenario: Need to get a client's e-Signature

Solution: A private lender uses CaptaFi, Loan Origination Software, and needs a signature from a client.

1. The lender searches for a client and navigates to their record.

2. The lender creates a new e-signature job and provides the necessary data, including pdf(s) and recipients needed for signature.

3. The lender makes adjustments to the pdf, such as adding a signature field, signature date field, and any other required fields needed for the e-signature job.

4. The lender sends the e-signature job to the client through CaptaFi.

5. Client completes the signature, and all parties involved are notified that the job is complete.

6. The lender navigates back to the client's record, where they can view, download, and archive signature documents for later use.
Slide Scenario: A Bankruptcy client needs to upload files to their record

Solution: A Bankruptcy law firm uses CaptaFi Bankruptcy Pipeline Software to streamline its process for handling clients. The software allows the law firms clients to upload important documents to their record.

1. An attorney or assistant creates a new bankruptcy record.

2. The attorney or assistant associates a client to a record and allows client portal access .

3. The attorney or assistant, sends an email invitation for the client to access a secure client portal.

4. The client clicks on the link and provide secure credentials to access their record information .

5. After logging in, the client clicks on their record and uploads the necessary documents required by the bankruptcy law firm.

6. When the client is finished the attorney or assistant can then retrieve the associated client record and view the recently uploaded files..

7. This process can be repeated for the same or other clients making the process easier for the bankruptcy law firm.
Slide Scenario: Need to have a Call Center type Solution.

Solution: A commercial brokerage uses the CaptaFi CRM portion of its pipeline management software to contact a list of customers using the built-in phone system for improved communication and data collection.

1. An administrator of the CaptaFi account enables the built-in phone system.

2. Users navigate to your dashboard or vertical workspace to generate a list of client records.

3. The agent then clicks on a client's phone number launching the built-in dialer and phone system calling the client.

4. As the agent converses with the client they can simultaneously collect data such as notes and set task reminders for that client.

5. When the conversation is complete, the user can move to the next client in the list and start the entire process.

6. This process can continue until the user completes the list of clients they need to contact.

7. The manager continues to monitor the progress of the mortgage process through CaptaFi, ensuring that all necessary steps are completed on time.
Slide Scenario: End-to-End Client Processing

Solution: A brokerage uses CaptaFi Residential Mortgage Pipeline Software to streamline its process for handling prospects. The software allows the brokerage to efficiently review and assign leads to, ensuring that each prospect receives the attention they need on time.

1. A prospect fills out a form on the brokerage's website, providing information about their mortgage needs and contact information.

2. CaptaFI automatically captures this data and creates a new prospect record.

3. The manager reviews the prospect record and assigns it to an loan agent based on their expertise and availability.

4. The agent receives a notification of the assignment and begins working with the prospect to gather additional information and assess their mortgage needs.

5. The agent uses CaptFi software to track their progress and update the manager on the prospect's status.

6. If the prospect decides to move forward with the brokerage, the agent uses the software to help collect and managage necessary data and documents to complete the mortgage process.

7. The manager continues to monitor the progress of the mortgage through the software, ensuring that all necessary steps are completed in time.

Try our CRM / Agency Management / Pipeline Software - Free 14 Day Trial


  • Database Encryption - Your private information, as well as all of your client data, is encrypted to ensure privacy and protection.
  • Privacy - All of your personal information (including your e-mail address) is private and will never be sold or shared with any external parties. In addition, your client data is 100% yours.  Furthermore, no one else can see it or use it, including CaptaFi Staff. And if you leave, you take your data with you.
  • User Permissions - Permission groups are available within CaptaFi to allow or deny users access to your client data. As a result, if you wish to prevent certain employees from viewing or editing your client data, you may do so using Permission Groups.
  • Export Utility - In the event that you wish to maintain a private backup of your data, an Export utility is available, which allows you to extract all of your lead, residential property loans client data, and contact information. This can also be useful for importing into another CRM software application.

Starting at $25 /User /Month

  • 14- Day Free Trial
  • Add Your Entire Team
  • No Credit Card Required
  • No Basic Import or Export Fees
  • Cancel Anytime
pipeline managment
(833) 93-CAPTA / +1 (833) 932-2782