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Cloudsquare: The #1 AI-Powered Lending Automation Platform

By Cloudsquare

Fund more. Close faster. Run your whole lending operation on one platform.

Salesforce Consultants
Product Competencies
Agentforce Sales
Agentforce Service
Platform
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
19
Certifications
The number of certifications held by people at this organization that align to competencies
70

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.

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.

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.

Cloudsquare's Impact

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This company pledges 1% of their product, profit, equity, or time to support the community.

Impact

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Provider Details

Cloudsquare
Los Angeles, CA
Founded
2018
Website
Email
Phone
833.344.8850

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.

Geographic Focus

Shows the regions where the provider operates or has done business
Countries

United States • Canada • Brazil • Bulgaria • Lebanon • Mexico • Philippines • United Kingdom

Languages

Supported Languages

English • Portuguese • Russian • Spanish

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