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Product Solutions2021-07-14T01:27:38+00:00

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.

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Product Solutions

Adaptive software designed to accelerate your deal flow.

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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

Deal Flow Collaboration Compliance Servicing Flexibility

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 Collaboration Compliance Servicing Flexibility

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.

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.

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