Our editions are loaded with features to meet your business demands.
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Basic
Advanced
Premium
Current Features
*PS Required
+Available as an add-on
Centrally-manage your contacts right inside of Cirrus.
Address Book
Store documents for a particular entity or person inside of Cirrus, reducing the need to go back and ask for documents more than once.
Contact Checklist
Intelligent recommendations identifying when you have previously collected a document that could be used again for another deal.
Checklist Recommendations
SiteDrops provide secure, custom upload web links for individual users and organization-wide.
SiteDrop
Auto-create Cirrus checklists from custom sitedrop links
Workflow SiteDrop
Branded, customized application questionnaires that flow into your workflow. Ask for more details.
Custom Application Questionnaires
Create custom checklists for your deals based on your processes and product types.
Create Checklist
Easily import existig Loan Files form other systems.
Checklist Import
Define sending schedules and reminders on an organization-wide level, assurring that your people are working within your processes and policies.
Sending Schedules & Reminders
With connection to LexusNexis, Credit Plus, and more, you can gather information and KYC directly from Cirrus.
Document Sourcing
Export to external systems for archival, with current integrations with FCM and Ventures.
Document Archival (Automation)
Cirrus currently single-signers on one document at a time, leveraging the DocuSign licenses you already subscribe to. Stay tuned for more e-signature options in the future!
eSignature (DocuSign only)
Login Options (SSO, MFA, etc.)
Added security through IP restrictions.
IP Restrictions
Live Chat Support
Resize larger documents inside of Cirrus.
PDF Optimization
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