Collaboration Hub

Accelerate the deal. Win the day.

Overview

Scattered digital files, non-standardized workflows, and disjointed paper trails create document chaos for many organizations. Cirrus Collaboration Hub, a secure cloud-based platform, seamlessly orchestrates the collection, organization, and storage of documents so that your team can focus on the tasks that matter.

Core functionality

SiteDrop: Easily create public-facing webpages
that allow internal users and customers to
securely share, collaborate, and communicate on
documents.

Digital Checklists: Standardize communication and
make it easy for everyone to understand the status
of any file.

Intelligent Application Funnel: Build branded,
customizable digital applications—no development
resources required. Use third-party integrations
and decision tree logic to qualify/disqualify deals
before they reach your team.

Loan Origination System [Coming Spring 2024]:
Simplify lending from start to finish with loan
underwriting, closing, servicing, and reporting
functionality.

“Cirrus has been the best software that I’ve seen in my 20-year career in terms of collecting, managing
and storing documents. There’s so many things Cirrus can do.”
DANA NEAS
Vice President, SBA Due
Diligence Manager,
44 Business Capital

Key benefits

Minimize time collecting, naming, and storing information.

Create full pipeline visibility.

Reduce borrower frustration and effort.

Increase capacity without increasing headcount.

Key features

  • Configurable workflows: Use a drag-and-drop interface to configure Cirrus to your internal processes—not the other way around
  • Intuitive visual reporting and real-time pipeline data: Get a dynamic view of workflows, estimated closings by date, workload by team member, and other information at a glance.
  • PDF tools: Automatically rename files, strip passwords, and more.
  • Integrated e-signature: Provide your customers with the easiest way to sign via native e-signature capability or integration with providers like DocuSign.
  • Enterprise security features: Keep your customers’ information secure with IP address tracking, granular administrative control, file scanning, and other security features.
  • Third party integrations: Create a streamlined workflow by integrating Cirrus with credit reporting, LexisNexis, G-Suite, Docusign, Azure and more. Custom integrations are available.
  • Automatic routing: Workflows and notifications ensure the right members of your team are alerted when documents are submitted.
  • Mobile-friendly design: Customers and internal users alike can access Cirrus on the go.
“Cirrus is a powerful tool for organizations that want to lend more and not place additional burdens on staff or clients.”
MIKE MATOUSEK
Senior Loan Officer,
BrightBridge Capital

What our users have to say about Cirrus.

“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, Zions Bank

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.

Just click the chat bubble on the bottom right side of your screen and ask for a demo; we will respond within one business day.