Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Cloudsquare Lend: End-to-End Loan Origination, Loan Servicing, & Loan Management
Transforming loan origination, servicing, and management for modern lenders
- Industries
- Horizontal ProductFinancial Services
- Business Need
- SalesFinanceCommerce
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Account Engagement
Automated and integrated end-to-end Salesforce Loan Origination, Loan Servicing, & Loan Management. Simplify complex workflows, accelerate approvals, enhance compliance, and manage borrower lifecycles with a powerful Cloud Lending system.
Highlights
🚀 Accelerate Loan Origination Speed up underwriting & decisioning with automated Loan Origination Software, reducing inefficiencies and bottlenecks 📊 Gain Real-Time Insights into Loan Management Use dashboards to track loan performance & trends
📄 Automate Application Parsing Extract borrower data from digital PDFs and scanned documents using advanced parsing tools 🏦 Streamline Bank Statement & Financials Parsing Automate extraction of key data to automate underwriting & decisioning
🤝 Deliver Exceptional Borrower & Broker Experiences Provide fast processing & transparent communication to build trust with partners & customers 🔒 Secure Loan Data with Advanced Protection Protect borrower data with the most secure platform
🔄 Simplify Loan Servicing Workflows Automate payment schedules, returns & collections using Loan Servicing Software to reduce manual tasks 🔍 Enhance Risk Management and Approvals Pull credit, Plaid for financial data and Thomson Reuters CLEAR for KYC
⚙️ Scalable Lending Platform for Growth Handle any lending or leasing product with workflows that can be configured and adapt to your needs as your needs evolve 📄 Simplify Document Management Store, organize, & access borrower documents seamlessly
🤖 Intelligent Underwriting Tools Automate credit checks, risk scoring, and stipulation tracking to speed up underwriting and reduce manual effort 📦 Manage Portfolios with Ease Segment and track loan portfolios in real time with a Loan Management System
🌐 Industries supported: 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, Litigation Financing, Accounts Receivable Financing, Revenue Based Financing, Supply Chain Financing and more!
Provider Details

Cloudsquare
Los Angeles, CA
- Social ImpactPledge 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
833.344.8850Cloudsquare 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
You must pay to use this solution. Discounts are available for nonprofits.
This Loan Origination Software, Loan Servicing Software, and Loan Management System offers flexible pricing based on business needs. Custom workflows, integrations, or additional features may incur additional costs through implementation services.
End-to-End Loan Origination & Loan Servicing
$175 USD/user/month
Lowest Starting Price