AMAZING Tech!!!! Game Changer!!!

Great company, Great people to work with with regards to customer service and getting things done. More importantly, the product has elevated our business to be able to process deals and save us hours of processing time every single day. The lender API integration has changed their business and increase the volume hands down. Highly recommend cloud Square and ~ 5 Stars all the way! Alex was great to work with!

Eddie, Thank you so much for the kind words and the 5-star review! It means everything to us to hear that Cloudsquare Broker has made a real impact on your day-to-day operations and helped drive more volume through the lender API integrations. Saving hours of processing time every day is exactly what we built this platform to do, and it is incredibly rewarding to see it delivering that outcome for your team. We are proud to be your partner and look forward to continuing to support your growth. Highly appreciate the recommendation.

★★★★★ A Game-Changer for Our Brokerage

Cloudsquare Broker has completely transformed how our team manages deals, clients, and pipelines. From day one, the platform felt purpose-built for the way brokers actually work — not a generic CRM bent into shape, but a true loan management system on top of Salesforce. The deal tracking, document management, and pipeline visibility are excellent. Automating tasks that used to eat hours of our week — submission tracking, lender communications, commission calculations — has freed our team to focus on what matters: closing deals and serving clients. The reporting dashboards give us real-time insight into performance across the entire brokerage. Implementation was smooth, and the Cloudsquare team deserves special recognition. They were responsive, knowledgeable, and genuinely invested in our success. They didn't just hand us the product; they took the time to understand our workflow and tailor the setup to fit. Ongoing support has been just as strong. If you're a commercial loan broker on Salesforce (or considering the move), this is the solution to look at. Highly recommended.

Hi Matthew, Really appreciate you taking the time to share this. Glad to hear Cloudsquare Broker is making a real difference for your team. It’s great to see the deal tracking, automation, and reporting helping you save time and stay focused on closing deals. That’s exactly what we built it for on Salesforce. Also means a lot to hear your feedback on our implementation and support team. We’re big on making sure the system actually fits how you work. Thanks again for the review!

Best system for Alternative lending!

Cloudsquare Broker has been a game-changer for our alternative lending business. Its intuitive interface, automated workflows, and powerful pipeline management have streamlined our operations and increased our deal closure rate. Built on Salesforce, it offers flexibility, scalability, and real-time insights that keep us ahead of the competition. If you’re a broker looking for an efficient and comprehensive solution, Cloudsquare Broker is the way to go!

Thank you for your amazing review! We're thrilled that Cloudsquare Broker is streamlining your operations and boosting your closings. Helping brokers stay efficient and competitive is our top priority! We appreciate your support and look forward to your continued success!

Exceptional Service and Unmatched Responsiveness: Cloudsquare Delivers Excellence

We have been working with Cloudsquare for some time now, and their service has been nothing short of exceptional. One of the standout qualities of Cloudsquare is their responsiveness. Whenever we have had questions or needed support, their team has been quick to respond and provide solutions. This level of attentiveness has made a significant difference in our operations, ensuring that any issues are resolved promptly and efficiently. Their dedication to customer satisfaction is evident in every interaction. Whether it's through email, phone, or their support portal, Cloudsquare's team is always available and ready to assist. This reliability has given us great peace of mind, knowing that we can count on them whenever we need help. In addition to their responsiveness, Cloudsquare's expertise and professionalism have been impressive. They have consistently delivered high-quality solutions tailored to our specific needs, demonstrating a deep understanding of our business requirements. Overall, we highly recommend Cloudsquare to any organization looking for a reliable and responsive partner. Their commitment to excellence and customer care truly sets them apart.

Thank you so much for your thoughtful review! It means a lot to our team to hear that our responsiveness and support have made a difference for you. We’re passionate about helping our customers succeed, and knowing we’ve been able to meet your needs motivates us to keep delivering our best. We’re grateful for the opportunity to partner with you and look forward to continuing to support your growth!

Cloudsquare Broker - #1 SMB Finance CRM

Cloudsquare Broker has been essential to CapFront’s growth and success for over 3 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it. It’s flexible, customizable, and seamlessly integrates with other essential applications. Furthermore, their team is thoughtful, creative and provides consistently superb customer service. I’d highly recommend Cloudsquare Broker to any SMB finance brokerage attempting to scale.

Zack, a much overdue response! Thank you so much for your kind words and for trusting us as your partner over the years! It’s amazing to hear that Cloudsquare Broker has been such an important part of CapFront’s growth and success. Knowing it’s helped streamline your operations and support your scalability means the world to us. We’re especially proud of our team for delivering the thoughtful and creative support you’ve mentioned. We’re grateful for your partnership and look forward to continuing to help you achieve even greater success!

A Game-Changer: CloudSquare Broker Suite

CloudSquare Broker Suite is a revolutionary tool in the brokerage world. This Salesforce-based platform offers a robust suite of features that streamline operations and amplify efficiency. The exceptional customer support is a standout, always responsive and ready with solutions. Moreover, its seamless integration with Salesforce enhances both systems' capabilities. In short, CloudSquare Broker Suite is not just software, it's a game-changer, a remarkable investment for any brokerage business seeking a powerful and effective solution. Highly recommended!

Bruno, thank you so much for your amazing review! It means the world to us to hear that the platform has been such a game-changer for your business. Knowing it’s helped streamline your operations and boost efficiency is exactly what we strive for. We’re also thrilled that our customer support and Salesforce integration have been valuable for you. Your recommendation truly means a lot, and we’re excited to keep supporting your success!

Great process from start to finish

The team was great to work with and made the whole process easy. Their intake process is easy, getting in touch with the staff is easy, and the App itself speaks for itself! I would highly recommend.

Thanks for your feedback Frankie! We are here to make our client's life easier!

BrokerSuite is the perfect solution for the Working Capital Loan broker

This is a great product that is plug and plug for the small business financing industry. I highly recommend taking a demo.

Thank you, Will! We are very proud of our products, and we are delighted Brokersuite hit your expectations and more. We are grateful for your positive feedback and for recommending us.

Great Fit

Brokersuite is a great solution for our client management. We have been using it for over 2 years now.

Thank you, John! We are very proud of our products, and we are delighted you found in BrokerSuite a great fit!

Slava is Awesome

Brokersuite is a great package that makes this business a lot more seamless and automated. Slava and Sarah were Amazing and very quick with helping me set up the whole thing Thank you!!!

Thank you, Marc! It is great to see all the value our product brings to your business. We were delighted to work with you.

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