Capto replaces your texting app, drip tool, document tracker, and pipeline spreadsheet with one AI-native CRM built for mortgage.
Pick a scenario and see how Capto qualifies, builds trust, and books the meeting — in seconds, not hours.
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Marcus T.
+1 (415) 555-0142
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A peek at the surfaces you'll spend the most time in.
Your custom-trained agent qualifies leads, answers rate questions, and drops a calendar link — without you lifting a finger.
Drag-and-drop kanban with loan amount, stage value, and document status — so nothing slips through the cracks.
Track response time, conversion by source, and pipeline velocity. Spot bottlenecks before they cost you a deal.
Your custom-trained agent qualifies leads, answers rate questions, and drops a calendar link — without you lifting a finger.
Drag-and-drop kanban with loan amount, stage value, and document status — so nothing slips through the cracks.
Track response time, conversion by source, and pipeline velocity. Spot bottlenecks before they cost you a deal.
Replies in under 60 seconds, qualifies borrowers, and books the meeting — even at 11pm.
Carrier-grade messaging through your own Twilio number. Inbound replies trigger AI auto-responses tuned to your tone.
Train the agent on your loan programs, rates, and voice. It qualifies, schedules, and hands off warm leads.
Run separate Twilio numbers for conversations, campaigns, drips, and milestone alerts — your AI agent picks the right one per workflow automatically.
Borrowers and LOs get notified the moment a rate locks, a doc clears, or a milestone slips.
Track every deal from lead to clear-to-close with stages, milestones, and document checklists.
Drag-and-drop stages tailored to mortgage: Lead → Application → Processing → Underwriting → Closed.
Per-deal document templates so nothing falls through the cracks. Borrowers see what's missing.
A clean, mobile-first portal where borrowers upload docs, see milestones, and message you.
Email and Google Business Profile campaigns triggered by behavior, not by you remembering.
Drag-and-drop email builder with mortgage-specific templates. Schedule drips by stage or tag.
Connect GMB and let AI draft and schedule rate updates, market commentary, and testimonials.
See response times, pipeline velocity, and which campaigns actually drive applications.
Contacts, teams, search, and billing — handled, so you can focus on closing loans.
Full CRUD with CSV import/export, smart lists, and a per-contact timeline showing every SMS, deal, and milestone.
Invite up to 5 teammates on Pro, switch between businesses in one click, and keep data separated per workspace.
Find any contact, deal, or conversation from anywhere — keyboard-first with instant results.
Upgrade, downgrade, or cancel anytime. Secure checkout with instant plan activation and clear receipts.
Boring on purpose. Compliance, security, and pricing you don't have to think about.
TCPA-aware messaging flows, 10DLC registration support, encrypted data at rest and in transit, row-level security per account.
Twilio for SMS, OpenAI for AI, and a fast TanStack/Postgres stack so your CRM never feels slow.
$69 Basic and $129 Pro. Up to 5 seats included on Pro. No surprise overages — we tell you before you hit a limit.
14-day free trial. No credit card. Bring your own Twilio number and be live in under 10 minutes.
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