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.
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.
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:
As the U.S. economy emerges from the specter of the COVID-19 pandemic, the commercial mortgage marke ...
The COVID-19 pandemic turned the financial industry upside down in 2020, creating many unprecedented ...
With the SBA accepting applications for the second r ...
At one time, automation was the wave of the future. Luckily for us, the future is here! However, we ...
Criminals have taken their methods of deception to a whole new le ...
For some, the idea of using Activity Based Costing or ABC for a small business seems like a waste of ...
Despite several new technologies and businesses when it comes to maximizing productivity not everyon ...
As a team leader or project manager, hopefully, you feel that eve ...
“We are pleased to welcome Bruce to Cirrus’ ...
EVERGREEN, Colo. – Aug. 4, 2021 – Following a ...
Provides secure centralization of documentation, ...
Cirrus portal streamlines loan application and ...
Improved workflow helps lenders close loans ...
McCarthy joins team to accommodate company growth ...
Partnership features capital raise, corporate ...
Boston-based bank successfully manages more than ...
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Chat with a sales representative to learn how Cirrus can help your organization.
+Available as an add-on
Custom Application Questionnaires
Sending Schedules & Reminders
Document Archival (Automation)
eSignature (DocuSign only)
Login Options (SSO, MFA, etc.)
Live Chat Support
Take Cirrus for a personalized and tailored test drive and see how we can accelerate your business. No risk, no obligation and no hassle.