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Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid

By Cloudsquare

Easy-to-use user interface to verify bank account and make credit decisions

No Ratings
Starting at $275   USD/company/month
Requires
Sales Cloud

Cloudsquare BankLink is a risk analysis software that integrates Salesforce with the safest financial account verification platform, Plaid. Run effortless cash flow analysis, make accurate credit decisions, and automate your underwriting process.

Highlights

EFFORTLESS CASH FLOW ANALYSIS : By connecting to Plaid Transactions and Balances products, Cloudsquare BankLink gives you instant access to borrower bank account data and helps determine if they can pay back a loan. 

FAST, ACCURATE CREDIT DECISIONS : In addition to transactions, balances, and financial bank details, Cloudsquare BankLink pulls identity and assets info into your Salesforce CRM, helping you validate the borrower and make more accurate decisions. 

FULLY AUTOMATE YOUR UNDERWRITING PROCESS : Cloudsquare BankLink parses all relevant borrower details onto useable fields in the system, allowing you to define custom business logic based on your unique requirements and automate approvals and declines.

Provider Details

Cloudsquare
Los Angeles, CA
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
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.

Pricing Details

90 day free trial for sitewide use** **requires paid white glove installation. Self-install not available at this time. Contact us for details. Additional Plaid charges may apply

Default Plan

$275 USD/company/month

Free trial available for 90 days

Lowest Starting Price

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