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cmLending: Loan Origination, Loan Management, and Servicing Platform
End-to-End Loan Management Software Native to Salesforce
- Industries
- AutomotiveFinancial ServicesHigh Tech
- Business Need
- FinanceIntegrationPayments Processing
- Requires
- Platform CloudExperience CloudFinancial Services Cloud
- Compatible With
- Sales CloudExperience CloudFinancial Services Cloud
Streamline your entire lending lifecycle from funding to payoff. cmLending loan management software captures digital applications, automates underwriting, manages documents, & services loans with automated payments, escrow tracking and real-time portfolio
Highlights
✔️Built-In Origination System Accelerates Loan Intake Make intake smoother with dynamic forms, automated document collection, & instant KYC/KYB, credit, bank, OFAC checks. Keep borrower communication central to reduce manual reviews and speed decisions.
✔️Decision Rules Engine Automates Loan Underwriting Use flexible credit policies and a rule-based engine to evaluate and route applications by custom risk factors such as financial data, borrower eligibility, and more.
✔️Automated Lender Matching Increases Loan Approvals Improve funding efficiency by automatically matching and submitting loan deals to lenders. Use lender specific policy to package compliant files & submit applications via your loan origination software
✔️Automated Payment Posting Reduces Servicing Errors Automatically post payments, escrow, amortization, rate changes, late fees, deferral and custom charges. Loan servicing provides up-to-date balance and accurate calculation history over the loan term.
✔️Structured Workflows Improve Collections and Compliance Use structured workflows to improve collections and default management. Create assignments, notices, apply penalty interest and track recovery actions. Provide audit trail for compliance reporting
✔️Draw Management Covers Refinancing and Loan Payoff Loan servicing manages refinancing, maturity extension, rate changes and payoff processing. Simplify complex servicing events to improve cash flow, reduce operational risk & improve borrower experience
✔️Automatic Calculations Drive Investor Payment Accuracy Log and track each investor's contributions and payments using calculations for principal, interest and fees. Ensure receipt tracking is clear, distributions are timely and accounting is precise.
✔️Automated Capital Allocation Gives Investors Full Transparency Combine loan funds and distribute ownership among investors through syndication. Sync contributions and fund allocations without needing spreadsheets for transparent capital management.
✔️Real-Time Reporting Track loan and investor performance with audit-ready dashboards. • Automate 75%+ of loan workflows • Process credit, payments, and KYC in under 2 minutes • Reduce manual effort by 70%+ • Cut IT and cost operations by 50%+
Provider Details

Cloud Maven, Inc
Delaware, United States
- 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
Phone
+1 (740) 470-0000Cloud Maven, Inc. helps businesses work smarter in their Salesforce environment by replacing various disconnected tools they use with a single connected ecosystem. Our Salesforce-native solutions handle onboarding, lending, credit reports, criminal checks, identity verification, document generation and insights, communications, and data syncing, all built to deliver increased speed, control and accuracy. Every solution is ready to be deployed and developed to seamlessly fit into your existing Salesforce environment. With over 175 integrations to credit bureaus, payment gateways, and compliance systems, your team gains real-time visibility & confidence in every transaction. Trusted by hundreds of businesses, we transform everyday Salesforce processes into streamlined, compliant & intelligent experiences that grow with your business. Enhance your Salesforce ecosystem with our modular plugins: Decision Rule Engine | Credit Checker | Plaid Bank Connect | KYC/KYB Verification | Sanction and OFAC Checker | Loan Origination | Syndication | Document Insight | SMS & Fax Hub | Secure Email | SOS Verification | QuickBooks Connect | Payment Connect | AWS Connect | IRS Verification
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Lending Manager is a seamless loan origination and loan servicing solution with 100+ API integrations - from initial application to final funding to loan management— Lending Manager empowers you to navigate the entire lending landscape confidently.
Default Plan
$75 USD/user/month
Lowest Starting Price