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What is TakeTurns?

TakeTurns offers a well-organized, secure, and transparent method for collaborative efforts on documents and files with clients, partners, or any relevant parties involved. By clearly indicating who is responsible for contributing at any given moment, it removes the frustration of locating the correct version of a document. The system automatically logs all modifications and contributions, which promotes effortless teamwork. Users retain authority over participant access, thus maintaining adherence to regulatory standards regarding transparency and security. The platform also facilitates negotiations, evaluations, and revisions of contracts with outside parties, as well as managing monthly file requests needed by accountants during financial close periods. Effortless sharing and negotiating of sales quotes and proposals, along with the editing and reviewing of nondisclosure agreements, are also supported. Moreover, it streamlines the document request process and organizes audit reviews, allowing users to distribute onboarding forms, collect essential documentation, and assess RFx submissions. The capability to share and assess project deliverables significantly augments collaborative efforts. Users can upload various documents or files intended for sharing, make specific requests from others, and invite participants while delineating their roles in the collaboration, ensuring a seamless workflow throughout the process. This extensive approach to document collaboration establishes TakeTurns as an essential asset for fostering effective teamwork and enhancing productivity.

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

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$10 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

TakeTurns

Company Location

United States

Company Website

www.taketurns.com

Company Facts

Organization Name

Cirrus Secure

Date Founded

2014

Company Location

United States

Company Website

www.cirrussecure.com

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

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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