Product

About the Captafi

CaptaFi is a cloud-based CRM and agency management system tailored for professionals in legal and financial services, including loan agents, bankruptcy attorneys, mortgage brokers, and loan originators. The platform offers customizable modules such as Residential Property Loans, Loan Modifications, Bankruptcy, and Commercial Loans. Features include built-in eSignature, integrated phone system, client portal, and robust data security measures. CaptaFi is designed to streamline operations, enhance client communication, and improve overall efficiency.