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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
Thedocyard's virtual data rooms, Q&A workflows and task checklists were created by deal-makers for dealmakers. They allow you to control every stage of your deal.
Gain an unfair advantage.
The Docyard can help you manage risks and protect your reputation when it comes to securing a deal.
Trusted by the best in the world
Secure deal management platform that is trusted by top corporates, legal and advisory firms around the globe to help you get deals moving.
Deals done faster, better, smarter.
You can control every aspect of your transaction by going beyond data rooms.
Six ways that thedocyard can help you make deals flow:
* Virtual Data Rooms
* Q&A Workflows
* User Permissions Customized
* Assign and Track Tasks
* Collaborate Across Timezones
* Complete Audit Trail
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cirrus Secure
Founded
2014
Country
United States
Website
www.cirrussecure.com
Vendor Details
Company Name
thedocyard
Founded
2017
Country
Australia
Website
thedocyard.co
Product Features
Document Collaboration
Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing