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Cloudsquare Lend: End-to-End Loan Origination, Loan Servicing, & Loan Management

Transforming loan origination, servicing, and management for modern lenders

Starting at $175   USD/user/month

Discounts available for nonprofits

Industries
Horizontal Product
Financial Services
Business Need
Sales
Finance
Commerce
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Account Engagement

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5
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Highly Recommended Salesforce Partner – Excellent Team and Outstanding Results

Working with cloudsquare was honestly a great experience from start to finish. Their team was super easy to work with, very responsive, and really listened to everything we wanted to accomplish in Salesforce. They were able to turn our vision into reality and made the entire process feel smooth and organized. Anytime we ran into issues or needed changes, they handled everything quickly and made sure nothing was left unresolved. What I appreciated most was how supportive and professional their team was throughout the project. You can tell they genuinely care about delivering good results and making sure the client is happy. I would definitely 100% recommend Cloudsquare to anyone looking for a Salesforce partner. Great people, great communication, and excellent work overall.

Jeffrey Morgenstein
05/22/2026

Adam, Thank you so much for taking the time to share this. It genuinely means a lot to the entire team. Turning your vision into reality inside Salesforce while keeping the process smooth and organized is exactly what we strive for on every engagement. Knowing that you felt heard, supported, and that nothing was left unresolved is the standard we hold ourselves to, and it is great to hear it came through. We are proud to have been your Salesforce partner on this project and look forward to continuing to support you. Thank you for the 100% recommendation!

Flexible and reliable platform

Cloudsquare has provided the two things that we were looking for in a Lending CRM/Platform: flexibility in every module, and reliability so we can trust that all automatic processes will run every single day without interruptions or excuses. Also, their team has been dedicated and helpful since day one.

Jeffrey Morgenstein
04/27/2026

Hi Juan, Really appreciate you sharing this. Glad to hear the flexibility and reliability are hitting the mark for your team, that’s exactly what we aim for. Being able to trust your processes to run smoothly every day makes a big difference. Also great to hear the team has been helpful along the way. We take a lot of pride in being hands-on and supportive from day one. Thanks again for the kind words, we’re excited to keep working together.

Essential in our Operations

CS Lend is intuitive, highly customizable, and has streamlined our operations. The seamless integration with our existing tools and the robust reporting features have saved us time and improved decision making. They are responsive, knowledgable, and solutions oriented. I would highly recommend CS Lend to any organization looking for a reliable, innovative lending platform.

Jeffrey Morgenstein
01/10/2025

Thank you Aloni! We’re so glad to hear that CS Lend has made a real difference for your team! Streamlining operations and improving decision-making is exactly what we aim for, and it’s great to know we’ve hit the mark. Thanks for your trust and your kind words!

Very helpful in streamlining our operation

Lend has been very helpful in streamlining our operation and consolidating the various systems used into one convenient application. The team has been very responsive to anything that may have come up during roll-out. I've used various MCA platforms over the years, and this one is my favorite.

Jeffrey Morgenstein
01/10/2025

Thank you for your kind words! We’re delighted to hear that Lend has streamlined your operations and become your favorite platform. It’s been a pleasure working with your team, and we’re always here to support you!

Revolutionized Our Lending Operations

Lend has exceeded our expectations as a lending platform built on Salesforce. The system’s ability to automate complex processes and provide real-time insights into our loan portfolio has saved us countless hours and reduced operational headaches. The customizable features are a standout—whether it’s configuring workflows, setting up automated approvals, or managing borrower data, everything is tailored to fit our needs perfectly. The platform is incredibly user-friendly, making it easy for our team to adopt and work efficiently. The Cloudsquare team has been phenomenal in guiding us through the implementation process and offering continuous support. Their expertise and dedication truly shine. Lend is a must-have for any lender looking to optimize their operations and scale effortlessly. Highly recommend!

Jeffrey Morgenstein
01/10/2025

Thank you for your wonderful feedback! We’re thrilled that Lend has exceeded your expectations and is helping streamline your operations. It’s our pleasure to support your success, and we look forward to continuing to serve your team!

Best Credit App on AppExchange

We've been migrating our company processes to Salesforce and needed to find a solution for pulling credit bureau reports within SFDC. After demoing several different products, we can definitively say Credit Hero is the best solution on the AppExchange. A few features that we needed, all of which are offered by CH: - Ability to pull individual and/or joint reports from each bureau - Datapoint mapping from bureaus to custom Opportunity Object(s) - .pdf copies of reports saved to Files - Cost effective The ability to pull individual reports from each bureau and the cost effectiveness made Credit Hero a no-brainer for us. The primary competitors either only offered one bureau, only offered joint reports when pulling multiple bureaus, or charged a ridiculous per-report amount ON TOP of the monthly app subscription and the charge assessed by the reporting agency. Working with Cloudsquare and CBCInnovis (now called Factual Data) to deploy the app was also simple, earning CH five stars and a strong recommendation from us.

Carla Caceres
03/11/2022

Thank you, Tyler! Every project is essential for us, and we do our best to deliver the best solutions that'd fit your unique requirements.