Audience
Document collaboration platform for companies
About Cirrus Secure
Manage deal flow and document chaos effortlessly with our customizable and secure portal. Finally allow your staff to focus on deals and not documents. With a single, secure portal, teams can easily track loan status, automatically name and package documents, and access online support systems to navigate the lending cycle efficiently. Chase down deals not documents; Cirrus is designed to streamline collection of documents into one, simple interface. Checklists, collaboration tools and flexible workflow make for less friction and more transparency, every step of the way. Streamlined deal flow and documentation lets you and your team close more deals—faster.
Other Popular Alternatives & Related Software
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.
Learn more
Box
Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files.
Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.
Learn more
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
Learn more
Notion
Notion is a highly versatile and collaborative workspace designed to help individuals and teams manage documents, wikis, projects, and tasks efficiently. It offers a wide array of features like customizable views for workflows, project tracking, and document creation, all within a single platform. Notion allows users to create a shared knowledge base, organize notes, and collaborate seamlessly on content creation. Additionally, its built-in AI assistance features help users summarize, write, and instantly search for relevant content, significantly enhancing productivity. The platform integrates effortlessly with other popular apps such as Slack, Google Drive, and Trello, providing a seamless experience for teams looking for an all-in-one platform to manage their projects, goals, and knowledge in an organized, collaborative environment.
Learn more
Integrations
No integrations listed.
Company Information
Cirrus Secure
Founded: 2014
United States
www.cirrussecure.com
Videos and Screen Captures
Other Useful Business Software
Fully Managed MySQL, PostgreSQL, and SQL Server
Cloud SQL handles your database ops end to end, so you can focus on your app.
Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
