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What is Pipefile?

Pipefile streamlines the collection of essential documents, whether personal, financial, or otherwise, for business professionals, enhancing operational efficiency and ensuring a seamless workflow. By offering the option to create comprehensive checklists or maintain necessary flexibility, Pipefile caters to various organizational needs. You can easily save your templates to expedite requests for standard forms while avoiding the inconvenience of requiring usernames or passwords. With integrated reminders, you can rest assured that your documents will be submitted on time, as Pipefile handles all communications with your clients, allowing you to focus on other tasks while waiting for the necessary submissions. You will receive an email notification when all documents are ready, making it easy to download them directly from Pipefile or sync with your preferred cloud storage solution. Your data security is a top priority, with all files safeguarded using 256-bit AES encryption. Additionally, we offer custom PGP key management, giving you full control over your sensitive information. With Pipefile managing the document collection process, you can enjoy the peace of mind that comes from knowing your crucial documents are securely handled, while also benefiting from the efficiency and convenience of the system. This means you can devote more time to your core business activities, confident in the knowledge that your document management needs are being expertly taken care of.

What is Cirrus Secure?

Effortlessly manage your deal flow and documents with our customizable and secure portal, which enables your team to focus on closing deals rather than sifting through paperwork. Through a unified and secure platform, teams can easily track loan statuses, automatically categorize and label documents, and access online support for a more efficient lending experience. Shift your attention from document management to deal-making, as Cirrus transforms the document collection process into an intuitive user experience. Featuring checklists, collaborative tools, and flexible workflows, it minimizes obstacles and promotes clarity at every stage of the process. By optimizing both deal flow and document management, your team can achieve faster closings and enhanced productivity. This innovative strategy not only conserves time but also cultivates a more structured atmosphere for all your business transactions. Ultimately, adopting this system leads to improved efficiency and a more streamlined operational workflow.

Media

Media

Integrations Supported

Nekton.ai
Stackreaction
Zapier

Integrations Supported

Nekton.ai
Stackreaction
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$14.99 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pipefile

Date Founded

2019

Company Location

United States

Company Website

pipefile.com

Company Facts

Organization Name

Cirrus Secure

Date Founded

2014

Company Location

United States

Company Website

www.cirrussecure.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and 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

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