Improve Customer & Client Satisfaction

Automate Document Collection Tasks

Minimize Your Monthly Investment

END THE CHAOS NOW

Don’t let communication breakdowns stop you from closing deals quickly.

Lack of a well-designed document collection process saps momentum, leading to a poor customer and employee experience.

Inefficiencies and delays impact the lending team’s overall accuracy, workload, and response times.

Many teams rely on email and unstructured communication, inviting errors and reducing the lender’s closing ratio.

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WE CAN HELP

We are Document Management Experts

Cirrus document management software is designed by lenders for lenders and other professionals who rely on organized document collection.

Cirrus provides a Secure Document Collection Portal to organize a specified Electronic Checklist of documents that are stored in the Microsoft Cloud. Borrowers and their advisors can see which documents are needed at each stage of the deal; upload sensitive documents quickly and securely; and view status of the deal itself. By designing order from the outset, Cirrus eliminates the chaos downstream.

Secure

From login to final document submission, the entire document collection process occurs in the safest environment.

Streamlined

Our cloud-based system supports collaboration throughout the loan process by streamlining document management and ensuring all parties have real-time status updates.

Profitable

Cirrus delivers a 10x ROI on the cost of our software by saving an average of 10 hours per loan.

API Integration

Cirrus allows seamless integration with your core systems through our API library, making your job even easier.

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Check out our Great Features

SiteDrop

Personal Profile Address and Email Hyperlink for Secure Upload

Send Checklist

Editable Templates, Direct / Secure Upload

Packaging

Automated Renaming and Organization, Zip & Single PDF

Activity Log

Date & Time Stamped All Activity

Checklist Access

Add Authorized Users for Collaboration

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Cirrus Plans

Flagship Plan $149

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Security, Transparency, Collaboration
Best-In-Class Digital Checklists
Secure Portal
Activity Log
On-Screen Guidance
Live Help Chat Assistance

Unlimited Plan $249

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Flagship, Plus:

First-in-Queue Support
Unlimited Storage
Design Leapfrogging
On-Site Training

Enterprise CALL

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Unlimited, plus:

API Integrations
Direct Line to CEO

WHAT OUR CUSTOMERS ARE SAYING

We replaced Dropbox with Cirrus to streamline our document collection workflow, to make it easier on our customers to quickly transfer files with an intuitive user interface.

VP, Government Guaranteed Lending

Green Bank

The Cirrus platform changed the way we do business with our referral sources nationwide! We now have a streamlined, secure, user friendly loan document collection process.

National Credit Manager