Captafi Overview

Captafi is a robust loan origination software designed to simplify and automate the loan application and approval process for financial institutions. The platform enables lenders to efficiently manage the entire loan lifecycle, from initial application to final approval, ensuring faster processing times and reduced manual errors. Captafi’s user-friendly interface allows loan officers to quickly access applicant information, verify documentation, and assess eligibility using built-in credit scoring and risk assessment tools. The software integrates with external databases and third-party systems to ensure accurate and up-to-date information for decision-making. Captafi supports a wide range of loan types, including personal loans, mortgages, auto loans, and business loans, offering flexibility for lenders to cater to different customer needs. The platform’s automation features, such as automated document collection and workflow management, reduce administrative workload, helping lenders improve operational efficiency. Captafi also offers detailed reporting and analytics, allowing institutions to track performance, identify trends, and optimize their lending processes.

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Captafi Screenshot & Video

Contact Details

  • Vendor Name Interactive Ideas
  • Founded 2001
  • Location United States

Support

  • Email Email
  • Phone Phone

Training

  • Live Online Live Online
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Commercial Real Estate, Financial Services, Real Estate

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Captafi Features

  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers
  • Arrow Icon Automated Decisioning/Underwriting
  • Arrow Icon Electronic Signature
  • Arrow Icon Customer Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Audit Trail
  • Arrow Icon Activity Dashboard
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Online Applications
  • Arrow Icon Payment Collection
  • Arrow Icon Loan Management
  • Arrow Icon Workflow Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance

Captafi Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$25 Per User

Captafi FAQs

Captafi is a robust loan origination software designed to simplify and automate the loan application and approval process for financial institutions. The platform enables lenders to efficiently manage the entire loan lifecycle, from initial application to final approval, ensuring faster processing times and reduced manual errors. Captafi’s user-friendly interface allows loan officers to quickly access applicant information, verify documentation, and assess eligibility using built-in credit scoring and risk assessment tools. The software integrates with external databases and third-party systems to ensure accurate and up-to-date information for decision-making. Captafi supports a wide range of loan types, including personal loans, mortgages, auto loans, and business loans, offering flexibility for lenders to cater to different customer needs. The platform’s automation features, such as automated document collection and workflow management, reduce administrative workload, helping lenders improve operational efficiency. Captafi also offers detailed reporting and analytics, allowing institutions to track performance, identify trends, and optimize their lending processes.

  • No, Captafi does not offer a free version.

  • Yes, Captafi offers a free trial.

  • No, Credit Card details are not required for the Captafi trial.

  • Captafi offers the following pricing plans & packages:

    Basic

    $25 Per User

  • Captafi supports the following payment frequencies:

    • Monthly Subscription

  • No, Captafi does not offer an API.

  • Captafi offers support with the following options:
    • Email , Phone

  • Captafi offers training with the following options:
    • Live Online , Videos

  • Captafi supports the following languages:
    • English

  • Following are the typical users of the Captafi:
    • Self-Employed , Small-Business , Midsize-Business

  • Captafi supports the following deployment:
    • Cloud Hosted

  • Captafi supports the following devices and operating systems:
    • Web-Based