Fund more. Faster.
The AI-powered platform that runs your entire lending business.
Two products. One system. CS Broker takes deals from lead to funded — 28 lenders, one click. CS Lend runs everything after: servicing, syndication, collections. Built on Salesforce, with AI you can defend in an audit.
- #1 Lending App on Salesforce AppExchange
- Rated 4.8 on G2
- Inc. 5000 — two years running
Application received
application_packet.pdf · 14 pages
Legal business name
Riverside Auto Group LLC
Monthly revenue
$182,400
Avg. daily balance
$41,120
Time in business
6.5 yrs
Decision Engine
7 lenders matched · ready to submit
The operators who move this industry run on Cloudsquare
See it before you talk to anyone.
Click through the real product — broker side or lender side. No form. No sales call.
The platform tells the team what needs to happen next.
Every lending operation drifts toward chaos. Yours included.
A CRM here. Statements there. An ACH portal in another tab. Commissions in a spreadsheet. Renewals in someone's head. Five systems means five sources of truth — and five sources of truth means nobody has the truth.
The industry's fixes make it worse. Hire more reps. Buy another tool. Tell yourself that's just lending.
The fix isn't more effort. It's a system that directs the work — one that knows what's overdue, what's blocked, and what's next, and tells your team before they ask.
Cloudsquare is that system.
One platform. Both sides of the deal.
Every competitor picks a side or a slice. Cloudsquare runs the whole thing — the broker's shop and the lender's back office — on one Salesforce-native system of record.
Lead to funded, faster than the shop down the street.
- Submit to your lender panel in one click — 28 pre-built APIs, full lifecycle tracked from submitted to offers to stips
- Deals enter the pipeline from your inbox automatically with Email-to-Lead AI
- Commissions reconciled to the penny — by rep, by lender, by ISO
- Renewals surfaced before the merchant starts shopping
Application to final payment, without adding headcount.
- An underwriting workspace that applies your credit policy consistently — decision support; your underwriters decide
- Servicing, ACH and Canadian EFT that run in the background
- Syndication, collections, and commissions built in — not bolted on
- Portfolio visibility that improves as you scale
AI that reads everything. Underwriters who decide.
Cloudsquare AI lives where AI actually earns its badge: intake. Documents and inboxes become structured, decision-ready deal data — in seconds, with an audit trail.
IntelliParse
Reads bank statements and applications — monthly deposits, revenue, NSFs, negative balance days — straight onto the record. No rekeying.
Email-to-Lead
Watches the inbox, recognizes the deal, and builds the record before your rep opens the message.
Document Classification
Every file identified, named, and filed where it belongs — automatically.
No black-box declines. No robo-underwriting. Cloudsquare AI prepares the decision; your team makes it — with the trail your capital partners and regulators expect.
Built on the platform that will still exist in ten years.
Proprietary lending platforms are bets on a single vendor's survival. Salesforce is the infrastructure the world's serious enterprises already run on — and Cloudsquare inherits all of it: the security model, the audit trail, the admin ecosystem, the limitless data model. Add a product line, a portfolio, a hundred users — the platform grows with you instead of forcing a re-platform.
“We looked at building it on Salesforce ourselves first — and realized Cloudsquare had already built the operating layer we'd spend two years on.”
Dov Kauderer · published customer testimonial
Results speak louder than adjectives.
28
Pre-built lender API integrations
The only outbound submission network in the category.
4.9
#1 lending app on the Salesforce AppExchange
Third-party rated.
15-day
Money-back guarantee
No friction. No fine print.
Launch right. Launch fast.
Implementation & Onboarding
A guided launch: your data, your workflows, your lender panel, your team trained — scoped in writing with milestones.
Managed Services
An ongoing admin and optimization layer — the Salesforce expertise you'd otherwise hire, on tap.
Consulting On-Demand
Workflow design, new product-line launches, and the 'how should we run this' questions — answered by people who've seen a hundred lending operations.
15-Day Money-Back Guarantee — cancel within 15 days for a full refund. No friction. No fine print.
Shopping the field? Good.
We publish the comparisons — dated, sourced, and updated when the facts change.
Questions, answered straight.
Is Cloudsquare really AI?
Where we say AI, we mean it: machine-learning document parsing, NLP email recognition, OCR extraction. Where it's automation or decision support, we say that instead. Our underwriting engine surfaces and suggests; your underwriters decide. Every AI claim on this site survives an audit — ours and yours.
Do I need a Salesforce license?
Yes. Cloudsquare is Salesforce-native, and licenses are part of your total cost — we'll scope them with you transparently. What that buys you: enterprise security, a permanent audit trail, and a platform that grows with every product line you add instead of boxing you in.
Run the operation you've been promising yourself.
Tell us which side of the deal you're on and we'll put you with the right specialist — usually same day.