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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
Pipefile simplifies the process of gathering personal, financial, or other crucial documents for business professionals. By enhancing the efficiency of document collection, Pipefile ensures that your operations run smoothly and uninterrupted. You can either create a detailed checklist or maintain flexibility as needed. Save your templates to streamline requests for routine forms, all without the hassle of requiring usernames or passwords. With built-in reminders, you can be assured that documents will be delivered punctually. Pipefile takes care of reminding your clients, allowing you to relax while awaiting submissions. An email notification will inform you once all documents are ready, enabling you to conveniently download them directly from Pipefile or synchronize with your preferred cloud service. Your data security is paramount, as all files are protected with 256-bit AES encryption. On top of that, we provide custom PGP key management, ensuring you retain complete control over your information. Enjoy the peace of mind that comes with knowing your sensitive documents are in safe hands, while Pipefile manages the entire process seamlessly.
API Access
Has API
No
API Access
Has API
No
Integrations
Nekton.ai
No
Stackreaction
No
Zapier
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$14.99 per user per month
Billed annually
Free Trial
Yes
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
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
No
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
Pipefile
Founded
2019
Country
United States
Website
pipefile.com
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
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
