Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Effortlessly handle deal flow and document management with our secure and customizable portal, allowing your team to concentrate on closing deals instead of sorting through paperwork. With a single, secure platform, teams can seamlessly monitor loan statuses, automatically organize and label documents, and utilize online support systems for a smoother lending process. Focus on securing deals rather than managing documents; Cirrus simplifies the document collection process into an intuitive interface. Equipped with checklists, collaboration features, and adaptable workflows, it reduces friction and enhances transparency at every stage. By streamlining both deal flow and documentation, your team can achieve quicker closings and increased productivity. This innovative approach not only saves time but also fosters a more organized environment for all your business transactions.
Description
Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.
API Access
Has API
No
API Access
Has API
Yes
Integrations
WWS Open API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
£40 per user
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cirrus Secure
Founded
2014
Country
United States
Website
www.cirrussecure.com
Vendor Details
Company Name
FastDox
Founded
2018
Country
United Kingdom
Website
fastdox.co.uk
Product Features
Document Collaboration
Access Control / Permissions
No
Autosave
No
Chat / Messaging
No
Cloud Storage
No
Comments / Annotations
No
Edit / Change Tracking
No
Electronic Signature
No
Multiple File Formats
No
Pre-made Templates
No
Search
No
User Tagging
No
Version Control
No
Workflow / Approval Process
No
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Product Features
AML
Behavioral Analytics
No
Case Management
Yes
Compliance Reporting
Yes
Identity Verification
Yes
Investigation Management
No
PEP Screening
No
Risk Assessment
No
SARs
No
Transaction Monitoring
Yes
Watch List
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
No
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
No
Progress Tracking
Yes
Task Progress Tracking
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
No