TrustRadius: an HG Insights company

What is CaptaFi?

CaptaFi is loan tracking software with a built in CRM, phone system and e-sign module. The web based software helps manage a sales pipeline.

A customer portal, branded with a company name and logo, allows clients to upload their documents directly into the system.

CaptaFi is available with a 14 Day Free Trial, and it is $20 per user, per month.

Categories & Use Cases

Videos

Screenshots

Screenshot of Pipeline / Kanban View
Screenshot of Record List View
Screenshot of Private Label Branding

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Screenshot of Pipeline / Kanban View

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo
Supported CountriesUnited States
Supported LanguagesEnglish

FAQs

How much does CaptaFi cost?
CaptaFi starts at $20.
What are CaptaFi's top competitors?
Gold Loan Software, BNTouch Mortgage CRM, and Conduent Loan Manager are common alternatives for CaptaFi.