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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
TakeTurns facilitates a structured, secure, and transparent way to collaborate on documents and files with clients, partners, or any involved parties. By ensuring everyone knows whose turn it is to contribute, it eliminates the hassle of searching for the right version of a document. TakeTurns automatically tracks all changes and contributions, allowing for seamless collaboration. You maintain control over who can participate, ensuring compliance with regulatory requirements for transparency and security. The platform supports negotiations, reviews, and revisions of contracts with external parties, while also managing monthly file requests for accountants during financial closings. Sales quotes and proposals can be shared and negotiated effortlessly, alongside the editing and reviewing of nondisclosure agreements. Additionally, it simplifies the process of requesting documents and organizing audit reviews, enabling users to share onboarding forms, gather necessary documentation, and review RFx submissions. The ability to share and evaluate project deliverables further enhances collaborative efforts. Users can upload any document or file they wish to share and make specific requests from others, while also inviting participants and defining their roles within the collaboration process, thus ensuring a smooth workflow. This comprehensive approach to document collaboration makes TakeTurns an invaluable tool for effective teamwork.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$10 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
No
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)
No
In Person
No
Vendor Details
Company Name
Cirrus Secure
Founded
2014
Country
United States
Website
www.cirrussecure.com
Vendor Details
Company Name
TakeTurns
Country
United States
Website
www.taketurns.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 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
