Connect every lead source.
Text every lead back.
Capto plugs into the portals, forms, phones and calendars loan officers already use. Leads who agree to texts get a first text within a minute, day or night. Texts sent during quiet hours wait until morning.
Want the full picture on generating and converting leads? See our mortgage lead generation page.
Lead sources
New leads become contacts, you get an email, and Capto sends the first text.
Lead form
A hosted lead form plus embed code for your website. It records texting consent, and Capto texts the lead within a minute.
Portal lead emails
Forward portal lead emails to your Capto address, and each one becomes a contact. Capto reads the lead details the major portals include in these emails.
Zillow · Realtor.com · Movoto · Redfin · Homes.com · Trulia · StreetEasy · OJO
Lead webhook
Send leads from any tool that can post JSON. Include the lead's texting consent and Capto texts them right away.
Zapier
Use Zapier's Webhooks step to send leads from thousands of apps to your Capto lead webhook.
Facebook and Instagram lead ads
Send lead ad leads to Capto through Zapier, the moment someone fills out your form.
CSV import
Import your existing contacts and leads in seconds with a CSV upload.
Texting and calls
Text from the number you already use. Replies land in one inbox, where the AI can answer them.
Twilio SMS
Send and receive texts, campaigns and AI replies through your own Twilio number.
Zoom Phone SMS
Text from your Zoom Phone business number. Replies come into Capto's inbox, and the AI can answer them.
Missed-call text-back
Miss a call on your Capto number and Capto texts the caller back, so the lead doesn't go cold.
Calendar
The AI only offers times you're free, and booked calls show up on your calendar.
Google Calendar
Busy times are blocked out, and calls the AI books, moves or cancels update your Google Calendar.
Outlook Calendar
The same two-way sync for Microsoft 365 and Outlook calendars.
Marketing
Stay visible where borrowers search.
Google Business Profile
Schedule and publish Google Business Profile posts directly from Capto.
How portal leads work
Your portal leads, texted in a minute
- 1
Copy your lead email
Each Capto workspace gets its own lead email address in Settings → Lead capture.
- 2
Forward portal leads to it
Add it in your portal's lead settings, or set up an email forward from your inbox.
- 3
Capto takes it from there
The lead becomes a contact and you get an email. Once you confirm portal leads agreed to be contacted, Capto texts them too.
Ready to connect your lead sources?
See how Capto turns every lead source into a mortgage lead generation system, or start your free trial today.
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