Cloud Maven, Inc. — Smart Workflows. Seamless Scale. Salesforce-Native. - Cloud Maven, Inc - AppExchange
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Cloud Maven, Inc. — Smart Workflows. Seamless Scale. Salesforce-Native.
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 190
  • 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 16
  • Year this company was founded Founded 2018
Cloud Maven, Inc. — Smart Workflows. Seamless Scale. Salesforce-Native.
Salesforce Partner Innovation Award Winner
Empowering your business with smarter workflows, seamless integrations, & secure, scalable solution
Loan Origination and Servicing Platform for lenders and brokers
Automate your equipment rental processes using our pre-build solutions
Streamlines tenant screening and process automation with a robust set of solutions.
Identity Verification Powered by Plaid
We eliminate repetitive tasks, streamline processes, & redefine workflows

Cloud Maven, Inc. delivers 175+ Salesforce-native solutions that unify compliance, lending, communication, and document workflows — enabling businesses to automate, report, and grow with confidence.

Highlights

  • Unified Salesforce Automation: Streamline lending, verification, documents, payments, and communication — all within Salesforce.
  • Compliance & Security Built-In: Automate KYC, AML, and sanctions checks with encrypted, audit-ready controls for full data integrity.
  • Faster, Frictionless Operations: Reduce manual effort, boost decision speed, and deliver a seamless experience for customers and teams.


Description

Cloud Maven, Inc. delivers powerful Salesforce-native automation that unifies lending, verification, document, payment, and communication workflows into one connected platform. As a Salesforce Certified ISV Partner, we help organizations simplify KYC, AML, and UCC filing, accelerate loan origination and servicing, and ensure compliance through intelligent, audit-ready workflows that scale.####Our end-to-end platform powers every stage of the financial lifecycle — from credit verification, onboarding, and underwriting to document automation, eSignature, ACH and card payments, and secure email/SMS communication — all seamlessly embedded within Salesforce.####With 175+ ready-to-deploy solutions, Cloud Maven eliminates manual work, reduces errors, and provides real-time visibility for faster, smarter decisions. Built with enterprise-grade security and 100% Salesforce data residency, our products enable organizations to automate, audit, and grow with confidence — transforming disconnected processes into compliant, connected Salesforce workflows.

Geographic Focus

International India

Languages

English, Spanish

About Cloud Maven, Inc Cloud Maven, Inc. is a leading provider of Salesforce-based solutions tailored to finance, healthcare, and nonprofits. As a Salesforce Certified Independent Software Vendor (ISV) partner, it specializes in offering cost-effective tools for customer onboarding, loan origination, servicing, document parsing, compliance, including OFAC and Sanction workflows, and tenant screening.####The company simplifies complex workflows by connecting to credit bureaus, background services, SOS listings, and instant bank verification systems. With expertise in managing every stage of the loan lifecycle, Cloud Maven enhances operational efficiency for specialty finance companies.####Core Product - ##Lending Manager - Loan Origination and Servicing Platform##Equipment Rental##Tenant Screening Tools##Custom Onboarding, including KYC and AML####Plugins - Easily integrate our plugins into your existing workflow####Decision Rule Engine##Credit Checker##Plaid Bank Connect##Identity Verification##Document Parsing and Extraction##OFAC Checker and Sanctions ##Thomson Reuter Clear Integration##SOS Verification##TIN Verification##SMS & Fax Guru##Document Management and Automation##Secure Email - Send and Receive encrypted emails

Headquarters
Delaware, United States
Phone
+1 (740) 470-0000