Implementing an Intake/Call Center with Captaloans

If you operate a call center to generate your loan modification leads Captaloans has a feature called Intake Users that may be of interest.

Intake Users are similar to regular Captaloans users but their permissions have been restricted so they only have permissions to input new customer leads. They have access to the full customer leads page, including income and expenses, but nothing else.

For managers who have intake staff whose primary function is to handle inbound or outbound calls this is a perfect solution. The Intake User can input all the customer information and then submit the lead which will be routed to their supervisor or an agent of your choice. After a lead is submitted the Intake User is brought back to a new lead page where they can accept the next call.

Here is a screen shot of what the Intake User will see when they first log in.

The great part of this feature is that an Intake User costs only $2 a month. Captaloans offers them in blocks of five to member of the Premium Plan. This means for $20 a month I can staff a call center of ten people! All submitted leads are routed to my intake supervisor where they can qualify, follow up, or reassign them to an agent.

To purchase a block of Intake Users:
1) Login to Captaloans
2) Select TOOLS
3) Select ALL BRANCHES
4) Select PURCHASE under the Intake User Section