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What is Captaloans?

Captaloans Mortgage and Loan Modification CRM is an effective and user-friendly platform that integrates loan modification, mortgage modification, and debt settlement tracking. It facilitates remote teamwork among processors, attorneys, and affiliates seamlessly. By providing your clients with access to our Customer Portal, they can conveniently complete their loan modification intake form. Once they submit the form, it automatically becomes a new record in the system, allowing you to streamline the process and save valuable time. The platform is designed for ease of use, requiring no software downloads or start-up fees. Additionally, no credit card is needed to begin, and users can take advantage of a complimentary 15-day trial to explore its features. This ensures that clients can familiarize themselves with the system before committing.

What is 1 Solution Mortgage?

1Solution Mortgage Software serves as an all-inclusive platform designed to enhance the efficiency of the mortgage process for professionals in the industry. It features a variety of tools such as an advanced Pricing & Proposal Engine (PPE), a Loan Origination System (LOS), and a suite for Customer Relationship Management (CRM), all aimed at optimizing everyday operations. The software ensures secure document management and e-signature capabilities, while its communication features—spanning email, SMS, and video messaging—improve interactions with clients. Furthermore, 1Solution includes marketing automation with ready-to-use, compliance-friendly content along with tools for large-scale email and SMS campaigns. It also incorporates HR management functionalities for tracking employees and assessing their performance, thereby providing a holistic solution that meets multiple needs of mortgage professionals. By integrating these diverse features, 1Solution Mortgage Software positions itself as a comprehensive resource in the ever-evolving mortgage landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$18.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$100/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Interactive Ideas

Date Founded

2001

Company Location

United States

Company Website

www.captaloans.com

Company Facts

Organization Name

Zero 1 Solution

Date Founded

2012

Company Location

United States

Company Website

1smtg.com

Categories and Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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