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Cloud Maven, Inc. - Smart Workflows. Seamless Scale. Salesforce-Native.

Name: Salesforce SMS, KYC verification, Thomson Reuters CLEAR, Loan Origination Software, Loan Servicing Software, Salesforce document management, Credit check, ACH payment, Plaid integration, QuickBooks online, Lending software, Salesforce docs, eCheck, AWS
Rating: 4.89 (42 reviews)

Automate lending, compliance, docs, payments, & communication in Salesforce

Loan Origination and Servicing Automation
Decision Rule Engine - Automate Complex workflows and processes without code
Document Generation and Signing with advanced data masking features
Instant Credit Reports
Plaid Bank Connect - Authrized bank account and track finances
OFAC and Sanctions
Criminal and Thomson Reuter Clear
SMS and eFax
Document Parsing and Extraction
Secure File Transport
Secure Email

Customer Testimony - Rock Solid Funding
SMS & eFax Guru Testimony - JBMP Group
Credit Checker Testimony - Trinity Habitat for Humanity, Inc.
Bank Connect Testimony - Imperial Advance
Secure File Transport Testimony - Rock Solid Funding
Credit Checker Testimony - CHN Housing Partners
Credit Checker Testimony - Habitat for Humanity Greater San Francisco
Eligibility Checker Testimony - MIMIT Healthcare

Identity Verification Powered by Plaid
Authorize bank account to reduce fraud and track borrower/client finances
Extract Data from Documents
Loan Origination and Servicing Platform
Send and Receive SMS inside salesforce
Send and Receive efax inside salesforce

OneUnited Bank uses Credit Checker app to save time and cost by automating their credit application!
Ritchie Bros. Financial Services uses Cloud Maven Inc.’s Credit Checker to Automate Credit Reporting
Non profit benefiting from cloud maven solutions

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Elevate Your Agents with AgentExchange Solutions

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Cloud Maven, Inc. - Smart Workflows. Seamless Scale. Salesforce-Native.

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