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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

The absence of a comprehensive technology platform hampers your mortgage team's ability to efficiently and consistently transform leads into sales, leading to missed opportunities from both leads and pre-approvals due to inadequate follow-up with customers. Furthermore, there is currently no technology available to manage the entire deal flow process—from initial lead to pre-approval, through to approval, ongoing mortgage workflow, document management, and ultimately, funding and sales reporting—integrated within a single platform. Additionally, existing enterprise-level technology solutions lack the scalability and affordability needed to grow alongside your business. Revo aims to boost your revenue by effectively converting more leads into sales through its sophisticated management of leads and pre-approval processes. Moreover, Revo is designed to improve the customer experience by facilitating customized communications and delivering relevant information that aids potential buyers in their decision-making process. By integrating all these features, Revo ultimately allows your mortgage team to operate more efficiently and effectively, significantly enhancing overall productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$24.95 per user per month
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) No 
In Person No 

Vendor Details

Company Name

Cirrus Secure

Founded

2014

Country

United States

Website

www.cirrussecure.com

Vendor Details

Company Name

Revodoc

Founded

2013

Country

Canada

Website

www.revodoc.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

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications No 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

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