Trusted by 100+ Banks & CDFIs

Helping You Fix What's Broken in Banking

Cirrus turns lending roadblocks into pathways to the American Dream. Manage deal flow and document chaos with our customizable, secure platform — so your team can focus on deals, not documents.

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>100
Banks & CDFIs
>50
Loan Programs
60%
Faster Communication
200+
Businesses / Month
Pursuit case study video
Pursuit × Cirrus — Fueling Growth for Hundreds of Small Businesses
Case Study
How Pursuit Elevated Business Lending With Cirrus

Unlike "off-the-shelf" options, Cirrus worked with Pursuit to incorporate their own company culture and branding into the solution, elevating Pursuit's technology to accommodate traditional SBA lending and COVID-related recovery programs, while providing the scalability and flexibility to manage future programs.

11
Loan Programs Routed
1 Day
To Set Up a New Solution
200+
Businesses Supported Monthly
Pursuit

"It has been frankly nothing short of magical to see each process integrated into Cirrus."

— Loan Processor, Pursuit

Watch the Video
Built Around Your People
Collect. Collaborate. Close.

With a single, secure portal, teams can easily track loan status, automatically name and package documents, and access online support to navigate the lending cycle efficiently.

Collect

Chase down deals, not documents. Cirrus streamlines collection into one simple interface — eliminating email chains and lost files.

Collaborate

Checklists, collaboration tools, and flexible workflow make for less friction and more transparency every step of the way.

Close

Streamlined deal flow and documentation lets you and your team close more deals — faster, safer, and more accurately.

The Cirrus Difference
Why Lenders Choose Cirrus

More than automation — Cirrus reshapes how you work. By eliminating bottlenecks and simplifying processes, we help you focus on empowering small businesses and driving the American Dream forward.

Tackling Talent Burnout

Manual and repetitive tasks dragging your team down? Cirrus lightens the load by automating workflows, giving your team time to focus on high-impact work.

Seamless Collaboration

Siloed tools and miscommunication slowing you down? Cirrus unifies your team on a single platform, ensuring everyone is aligned and progress is clear.

Simplifying Complex Tech

Too many disconnected tools? Cirrus integrates and centralizes your systems, delivering an efficient, modern solution that grows with you.

Effortless Document Management

Struggling with misplaced documents? Cirrus organizes everything in one secure, centralized location, making audits and approvals easy.

Simplifying Compliance

Audit season causing stress? Cirrus keeps records time-stamped, organized, and always audit-ready for seamless compliance.

Securing Communication

Still emailing sensitive documents? Cirrus provides a secure, trackable platform to protect your communication and data.

Product Suite
Products Built for Lenders

Streamline document collection, collaboration, and loan origination with tools designed by bankers, for bankers.

Document Management

SecureInbox

Keep your documents secure, organized, and always audit-ready with Cirrus's centralized, time-stamped tracking system.

  • Secure Document Collection Portal
  • Automated document naming & packaging
  • Two-way bank-borrower messaging
  • PDF tools for password-stripping & auto-renaming
  • Role-based access controls
  • Complete audit trails
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Collaboration

Collaboration Hub

Eliminate silos with a single platform that brings your team together, tracks tasks, and drives alignment across every deal.

  • 360° transparency across all parties
  • Templatized deal checklists with Easy-Amend
  • Automated servicing requests
  • Document request reminders
  • eSignature integrations
  • Internal & external messaging
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Loan Origination

Loan Origination System

Move faster with automated workflows, intuitive tracking, and borrower-friendly tools that make the loan process seamless.

  • Automated document tracking & reminders
  • ETRAN integration for SBA submissions
  • Custom credit memos
  • In-platform team collaboration
  • Built-in compliance tools & SBA forms
  • Advanced reporting & real-time insights
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Implementation
Climb Higher with Cirrus

Every lending challenge is an opportunity to rise. Cirrus guides you through a proven, step-by-step process to fix what's broken in your operations.

1

Identify Pain Points

We start by understanding where your lending process breaks down — document chaos, compliance gaps, or communication bottlenecks.

2

Map Your Workflows

Our team maps your existing processes and identifies opportunities to streamline, automate, and improve.

3

Configure & Customize

Using no-code policy orchestration, we rapidly configure Cirrus to match your institution's exact policies and workflows.

4

Train Your Team

Comprehensive training ensures your team is confident and ready from day one — with ongoing support available in-app.

5

Go Live

Most banks go live in under two weeks. Our Client Success team is with you every step of the way.

6

Optimize & Expand

As your team adopts Cirrus, we help you expand into additional loan programs and optimize performance.

7

Full Adoption

Achieve full digital transformation across your lending operations — unlocking your team's full potential.

1 2 3 4 5 6 7 Identify Pain Points Optimize & Expand Full Adoption
Free Guide

Simplify Lending with Cirrus and ABC Analysis

At Cirrus, we know that change is about more than technology — it's about empowering people and creating smarter processes. Our guide to Activity-Based Costing (ABC) helps you bring it all together: identify inefficiencies, optimize resources, and make decisions that drive results.

In this guide, you'll discover:

  • How ABC helps lenders focus resources where they're needed most
  • The key differences between traditional costing and ABC
  • Real-world examples of lenders improving efficiency and cutting overhead
Download the Guide
ABC Analysis

Activity-Based Costing Guide

A practical framework for SBA lenders to identify inefficiencies and optimize operations.

Client Voices
What Our Clients Say
"The Cirrus platform changed the way we do business with our referral sources nationwide! We now have a streamlined, secure, user-friendly loan document collection process."
National Credit Manager
Zions Bank
"Before Cirrus, managing SBA loans felt like an uphill battle — constant emails, missing documents, and endless back-and-forth. Now, everything is streamlined. Our team has clear visibility, our borrowers are happier, and audits are stress-free. Cirrus hasn't just improved our process — it's transformed how we do business."
VP Bank Operations
Best Lending Co.
"It has been frankly nothing short of magical to see each process integrated into Cirrus."
Loan Processor
Pursuit
"The Cirrus platform has allowed me to provide unmatched customer service with their easy-to-use interface, secure uploads, and tailored checklists. Cirrus has enabled me to provide clear feedback and communication for efficient processing."
Closing Manager
BrightBridge
The Cirrus Experience
What to Expect as a Customer

Flexible & Customizable

Built to fit your business processes with easy, no-code configuration.

Secure & Stable

99.95% uptime, malicious file screening, and multiple auth options.

Rapid Onboarding

Go live in days or even hours — not the months other solutions require.

In-App Support

Chat with Cirrus Support directly inside the app for 1:1 help when you need it.

Knowledge Base

Extensive self-service articles and guides for answers on demand.

Enterprise Security
Built on Trust
Microsoft Cloud
End-to-End Encryption
FFIEC Aligned
SBA SOP Compliant
SSO & MFA via Okta
99.95% Uptime SLA
Role-Based Access Controls
Complete Audit Trails
Our Organization
We Believe in People Over Paperwork

At Cirrus we are pursuing our vision of a Transparent, Collaborative, and Secure banking experience. We orchestrate documents for the financial enterprise.

DB
David Brooks
Founder & CEO

With 25 years of financial services experience, David has held various community banking and corporate finance positions in the U.S. and abroad with organizations including Truist, Deloitte, Citigroup, and Merrill Lynch.

David graduated from Wake Forest University with a dual BS in Business and German, and he holds an MBA from Oxford University. A member of the CFA Society of Colorado, David has also served on the boards of nonprofit organizations including Manatee EDC, Jewish Housing Council of Sarasota, Rotary Club of Nashville, and Red Rocks Credit Union, where he also served as Interim CEO.

BP
Brian Pieslak
Chief Technology Officer

Brian has been a leader in software development for more than 20 years, designing and building business management systems to support everything from small to midsize businesses, to large enterprises, as well as State and Federal IT.

Brian graduated from Wake Forest University with a dual BS in Physics and Computer Science. In his spare time you can find Brian on a Tough Mudder course (he's completed 25!) or dreaming of opening his own microbrewery.

KD
Kyler Ditmars
Senior Manager, Client Success

Kyler leads client success at Cirrus, serving as the primary point of contact for bank implementations and ongoing support. He manages the complete onboarding lifecycle — from initial configuration through go-live and beyond — ensuring every institution gets maximum value from the platform.

As the bridge between our clients and engineering team, Kyler translates bank workflows into product improvements and drives the support operations that maintain Cirrus's reputation for responsive, white-glove service across 100+ financial institutions.

Our Manifesto

We are borne of bankers who believed there was a better way. That the journey from conversation to closing was broken — so we created a company to reimagine it.

We believe in chasing deals, not documents. Because time is the most wasted thing on the planet. We believe in transformation over transaction — that deals turn into deeds — and deeds into dreams realized, for our clients and theirs.

We believe in the humans of every bank and the clients they serve, so we create flexible systems made for humans, by humans. And nothing less.

We believe in the future — and that the technology we create today will fuel the success of generations tomorrow. That a focus on people over paperwork leads to profitability. And transparency for all, leads to triumph.

Cirrus. To rise above.

Get Started

Let's Make Small Businesses Better Together

Take Cirrus for a personalized and tailored test drive and see how we can accelerate your business. No risk, no obligation and no hassle.

800-341-1442
[email protected]
29713 Troutdale Scenic Dr, Unit B2, Evergreen, CO 80439

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