# Cirrus Secure (Frideswide Square, Inc.)

> Enterprise document management and loan origination software built for community banks and CDFIs.

Cirrus helps financial institutions streamline their lending operations. The platform replaces document chaos with structured workflows — enabling banks to collect documents from borrowers, collaborate internally across branches, and close deals faster.

## Key Facts

- 100+ banks and CDFIs use Cirrus across the United States
- 50+ loan programs supported (SBA 7(a), SBA 504, SBA Express, conventional, USDA, and more)
- 60% faster communication between lenders and borrowers
- 200+ businesses helped monthly through the platform
- Most banks go live in under 2 weeks
- Founded April 2018 | Based in Evergreen, Colorado

## Leadership

- David Brooks — Founder & CEO. 25 years of financial services experience with Truist, Deloitte, Citigroup, and Merrill Lynch. MBA from Oxford University. BS from Wake Forest University.
- Brian Pieslak — Chief Technology Officer. 20+ years in software development for small business, enterprise, and government IT. BS in Physics and Computer Science from Wake Forest University.

## Core Products

- **SecureInbox**: Secure document collection portal with automated naming, packaging, two-way messaging, and complete audit trails.
- **Collaboration Hub**: Omnichannel collaboration with templatized checklists, 360° transparency, eSignature integrations, and automated servicing.
- **Loan Origination System (LOS)**: Full-lifecycle loan origination with ETRAN integration, custom credit memos, automated document tracking, built-in compliance tools, and advanced reporting.
- **Intelligent Application Funnel**: Branded questionnaires with decision-tree logic and 3rd-party integrations to qualify deals before they reach your lending team.
- **No-Code Policy Orchestration**: Configure onboarding processes and lending policies without developer support.
- **Automated Servicing**: Scheduling, reminders, and recurring document collection for loan renewals and ongoing compliance.

## Use Cases

- SBA 7(a), 504, and Express lending
- Commercial real estate lending
- C&I (commercial and industrial) lending
- Treasury services onboarding
- HR document management
- Regulatory compliance and audit preparation

## Integrations

FIS/FCM, DocuSign, G-Suite, Microsoft Azure, CreditPlus, Okta, Twilio, and more via flexible API.

## Security & Compliance

- Built on Microsoft Cloud
- FFIEC-aligned document management
- End-to-end encryption (at rest and in transit)
- SSO & MFA via Okta
- Role-based access controls
- Complete audit trails for every interaction
- 99.95% uptime SLA

## Contact

- Website: https://cirrussecure.ai
- Email: info@cirrussecure.com
- Phone: 800-341-1442
- Address: 29713 Troutdale Scenic Dr, Unit B2, Evergreen, CO 80439
- LinkedIn: https://www.linkedin.com/company/cirrus-lender-services-inc-/