Cloud Maven, Inc - Transforming businesses with end-to-end workflow automation - Cloud Maven, Inc - AppExchange
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Cloud Maven, Inc - Transforming businesses with end-to-end workflow automation
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 144
  • 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 11
  • 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 eFax##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

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 & eFax Guru##Document Management and Automation##Secure Email - Send and Receive encrypted emails

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