Product Solutions
Adaptive software designed to accelerate your deal flow.
Using a cloud-based, API-enabled system, financial institutions are able to create electronic checklists, collaborate on documents needed at each stage of the deal, upload sensitive documents quickly and securely, and easily view the status of the deal itself.
Product Solutions
Adaptive software designed to accelerate your deal flow.
Using a cloud-based, API-enabled system, financial institutions are able to create electronic checklists, collaborate on documents needed at each stage of the deal, upload sensitive documents quickly and securely, and easily view the status of the deal itself.
How much could you save by switching to Cirrus?
By streamlining and automating the document management process you can save thousands of hours a year. See for yourself.
Product Solutions
Deal Flow
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:
- Product Routing dependent on your borrower’s needs
- Integrations with Credit agencies, LexusNexis, Google, and more
- Ability to route and filter incoming applications so you are only picking up opportunities with a high degree of potential
- Automated pre-staging into your Cirrus workflow solution for next steps
- What you need for KYC
Collaboration
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:
- Automated servicing requests for assets already on the books
- 360 degree transparency across internal and external parties at all levels of granularity
- Two way bank-borrower messaging
- Templatized deal checklists with Easy-Amend for individual deal idiosyncrasies
- Automated packaging for any recurring use case (audits, reviews, internal collaboration)
- Document request reminders
- eSignature integrations
- PDF tools for password-stripping, auto-file renaming, and more
Compliance
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.
- Fully-flexible to your policies
- Easy to configure
- Leverages Roles and Permissions to restrict users, ensuring compliance
Servicing
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.
Flexibility
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:
- G-Suite
- MS Azure
- FIS/FCM
- Sendgrid
- Twilio
- Okta
- CreditPlus
- Google API
- Ventures
- DocuSign
- Coming Soon: Salesforce
Product Solutions
Deal Flow
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:
- Product Routing dependent on your borrower’s needs
- Integrations with Credit agencies, LexusNexis, Google, and more
- Ability to route and filter incoming applications so you are only picking up opportunities with a high degree of potential
- Automated pre-staging into your Cirrus workflow solution for next steps
- What you need for KYC
Collaboration
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:
- Automated servicing requests for assets already on the books
- 360 degree transparency across internal and external parties at all levels of granularity
- Two way bank-borrower messaging
- Templatized deal checklists with Easy-Amend for individual deal idiosyncrasies
- Automated packaging for any recurring use case (audits, reviews, internal collaboration)
- Document request reminders
- eSignature integrations
- PDF tools for password-stripping, auto-file renaming, and more
Compliance
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.
- Fully-flexible to your policies
- Easy to configure
- Leverages Roles and Permissions to restrict users, ensuring compliance
Servicing
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.
Flexibility
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:
- G-Suite
- MS Azure
- FIS/FCM
- Sendgrid
- Twilio
- Okta
- CreditPlus
- Google API
- Ventures
- DocuSign
- Coming Soon: Salesforce
Additional Features
Less hassle, more hustle.
The Cirrus Portal provides a complete document collaboration hub with tons of built-in features.
Recommendation Engine
Leverage CRM-like functionality that associated documents with Contacts, to prevent data-re-entry.
Document Archival
Automatically push files to your document archival solution when you’re finished with your deal.
Bank-level Security
SSO, MFA, IP restrictions, password-protected checklists.
eSignature
Bring your own e-signature tool and manage directly from Cirrus.
PDF Optimization
Manage large files (up to 1GB), with quick preview capabilities.
Checklists
Easily implement any product or process, with customization to ensure correct documents are gathered at the right time.
Editions: The Cirrus software plays a role in many different environments, so we’ve made it easy to choose from a feature set that best suits your workflow needs. After you check out our editions, schedule a brief demo! We’d love to show you the ropes.
Working with Cirrus
What to Expect as a Cirrus Customer
Flexible and Customizable
Rapid Onboarding
In-Application Support
Secure and Stable Platform
Working with Cirrus
What to Expect as a Cirrus Customer
Flexible and Customizable
Rapid Onboarding
In-Application Support
Secure and Stable Platform
What our users have to say about Cirrus.
Request a Demo
Take Cirrus for a personalized and tailored test drive and see how we can accelerate your business. No risk, no obligation and no hassle.