Cloud Maven, Inc - Transforming businesses with end-to-end workflow automation - Cloud Maven, Inc

Average rating of the solution or service based on AppExchange customer reviews Rating
Number of Salesforce-verified projects completed by the consultant Projects Completed 145
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 14
Year this company was founded Founded 2018

Cloud Maven, Inc - Transforming businesses with end-to-end workflow automation

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. simplifies workflow automation with 175+ pre-built solutions, reducing costs and eliminating repetitive tasks. Our custom software solutions empower businesses to focus on strategic growth and efficiency.

Highlights

Plugins - Easily integrate our plugins into your existing workflow

Credit Checker - Instantly provides consumer and business credit reports
Plaid Bank Connect - Authenticates bank accounts, verifies income & tracks transactions
Business EIN/TIN & SOS
Decision Rule Engine - Automates complex decision-making processes based on predefined rules without code.
OFAC Checker & Clear Checker (including sanctions and PEP).
Identity Verification
SMS and Fax
Secure Encrypted Emails
Benefits of our Solutions

- Streamlined Operations
- Adhere to regulatory compliances
- Minimize losses & improve Risk Management
- Enhanced Productivity
- Secure Data Handling

We empower businesses to focus on growth by optimizing operation efficiency.

Description

Cloud Maven, Inc. is a leading provider of Salesforce-based solutions tailored to finance, healthcare, and nonprofits. As a Salesforce Certified partner, it specializes in offering cost-effective tools for loan origination, servicing, customer onboarding, business verification, identity verification, document parsing, compliance, including KYC, OFAC, and Sanction workflows, and tenant screening automation. We simplify complex workflows by connecting to credit bureaus, background services, identity verification services, instant bank verification systems, and much more. With expertise in managing every stage of the loan lifecycle, Cloud Maven enhances operational efficiency for specialty finance companies.

Core Products -

- Lending Manager = Loan Origination & Servicing Platform
- Equipment Rental Platform
- Tenant Screening Automation tools
- Custom Onboarding automation, including KYC, AML, and Sanctions
- Document collection, parsing/extraction, and automation tools
- Secure encrypted Email, SMS, Fax and Document automation
- Payments - Process Credit/Debit Card, ACH & Check (Support Instant & Recurring)
- Document Generation and eSigning using advanced security features

Geographic Focus

United States
5 states

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