Cloudsquare: The #1 AI-Powered Lending Automation Platform - Cloudsquare - AppExchange
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Cloudsquare: The #1 AI-Powered Lending Automation Platform
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 177
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 21
  • Year this company was founded Founded 2018
Cloudsquare: The #1 AI-Powered Lending Automation Platform
Cloudsquare
Who We Are
Expertise
Services & Products
Core Services
Small Business Lending Products
Small Business Lending Products
4-step Delivery Process
Our Clients
Testimonial
Company Background
Fund more. Close faster. Run your whole lending operation on one platform.

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.

Highlights

  • 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.


Description

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.

Geographic Focus

Canada
British Columbia Ontario

Languages

English, Portuguese, Russian, Spanish

About Cloudsquare Cloudsquare is the #1 end-to-end lending platform for brokers and lenders, built natively on Salesforce and trusted by America’s fastest-growing financial firms. We help streamline loan origination, servicing, and management with scalable workflows and a personalized approach to implementation.####Our all-in-one loan origination and loan management system supports a wide array of lending products and industries, including:##Commercial Lending, Consumer Loans, Agricultural Lending, Auto Loans, BNPL (Buy Now, Pay Later), Bridge Loans, Construction Financing, Consumer Lending, Embedded Lending, Equipment Finance, Equipment Leasing, Factoring, Franchise Financing, Green Energy Financing, Green Energy Loans, Hard Money, Healthcare Financing, Invoice Factoring, Legal Lending (Pre-Settlement Funding), Merchant Cash Advance (MCA), Microfinance, P2P Lending, Purchase Order Financing, Real Estate Lending, Revenue-Based Financing (RBF), SBA Loans, Student Loans, Term Loans, Working Capital Loans####Recognized on the Inc. 5000 and rated a top AppExchange solution, Cloudsquare powers the future of lending.

Headquarters
Los Angeles, CA
Phone
833.344.8850