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Cloudsquare: The #1 AI-Powered Lending Automation Platform

Fund more. Close faster. Run your whole lending operation on one platform.

Overview

The end-to-end platform moving brokers and lenders from application to funding to servicing, without spreadsheets, handoffs, or disconnected systems. AI-powered workflows push every deal forward, so your team spends its time closing instead of chasing.

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See How Cloudsquare: The #1 AI-Powered Lending Automation Platform Works

  • One Platform Built for How You Work Run brokering, origination, sales, and servicing in one system. Configure pipelines, products, and rules easily on scalable Salesforce infrastructure that keeps your data yours.

  • Automation That Handles the Busywork IntelliParse reads a bank statement in 1 to 3 minutes, pulling deposits, NSF days, existing positions, and revenue across 2,500+ US banks. That replaces 15 to 30 minutes of manual review on every file.

  • More Approvals on Every Deal Lender matching plus 25+ direct lender integrations let brokers submit faster and pull back more offers, with one click instead of ten portal logins.

Cloudsquare is the #1 AI-powered, end-to-end lending platform built for modern brokers and lenders. Built natively on Salesforce, it connects every stage of the lending lifecycle into a single source of truth, replacing disconnected tools. Brokers run on Cloudsquare Broker to match deals to the right lenders and close at record speed. Lenders run on Cloudsquare Lend to take applications from intake to approval, fund faster, and service the book. Whether you do MCA, SME lending, equipment financing, or other alternative lending, Cloudsquare adapts to your workflows. The platform covers your entire journey: Brokering: lender matching and 25+ direct lender integrations for faster submissions and approvals. Origination: automated intake, document parsing, and credit pulls to speed up decisions. Sales: turn leads into fundings with automation and real-time pipeline visibility. Servicing: automate ACH payments, track balances, and manage collections on a scalable engine. Integrations: connect tools like credit bureaus, bank data, and e-signatures via prebuilt connections. Equipment & Syndication: purpose-built workflows, plus syndication tracking for payouts and investor returns.

Categories

Product Competencies
Agentforce Sales
Agentforce Service
Platform
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Canada
Brazil
Bulgaria
Lebanon
Mexico
Philippines
United Kingdom
Supported Languages
English
Portuguese
Russian
Spanish

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