Intelligent Application Funnel
Using the Cirrus Intelligent Application Funnel, you get branded, customizable application questionnaires that leverage 3rd-party integrations & decision-tree logic, allowing you the freedom to qualify or disqualify deals before they even get to your Business Development team.
This intelligent design leverages:
Omnichannel Collaboration Hub
Cirrus’ external-facing customer portal allows for secure file sharing during your onboarding process. With messaging functionality that works both internally and externally, you can gather information based on your own processes and policies.
Our powerful collaboration hub includes:
No-Code Policy Orchestration
Rapidly configure new client onboarding processes with consistency using our easy-to-configure, no-code setup. Instead of a months-long implementation, you can be up-and-running with Cirrus in days, or even hours, depending on the complexity of your processes.
Automated Servicing
Use Cirrus’ reminders and scheduling features to effortlessly define and manage your process. Set company-wide and ad hoc reminders to ensure you collect the documents you need in a timely manner, desecretarializing your entire loan process.
Flexible API
Cirrus has the ability to integrate with the systems that you already use. Don’t see your integration here? Talk to us about crafting a new one for you.
Current integrations include:
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Chat with a sales representative to learn how Cirrus can help your organization.
