Fund More Loans Quickly with The #1 Alternative Lending Software
Streamline every type of alternative loan with adaptive automation. Whether you're an alternative lender handling equipment financing or factoring, manage your entire lending process with precision, compliance, and speed.
- Rated 5.0 on Salesforce AppExchange
- Rated 4.8 on G2
- Inc. 5000
Rated 5.0 on Salesforce AppExchange
Rated 4.8 on G2
Trusted by 200+ brokers and lenders leading the industry on speed and AI
The biggest positive has been the speed of our operational processes and deal flow. Cloudsquare allows us to play in this fast-moving space.
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An Adaptable Lending Platform Built to Simplify the Complexity of Alternative Lending
Handle every lending product with ease, from equipment financing to bridge loans. Cloudsquare’s digital lending platform gives lenders the flexibility to adapt faster, manage smarter, and maximize alternative lending's yield without the usual roadblocks.
Origination
Move applications from intake to approval with automated workflows, instant verifications, and faster credit decisions.
Brokering
Lender integrations with intelligent matching help you submit faster, get more approvals, and close deals at record speed.
Sales
Convert more leads into fundings with smart automation, seamless workflows, and real-time engagement.
Servicing
Automate payments, track balances, and manage collections with a servicing engine that scales as fast as you do.
Equipment
Contracts, vendor fundings, payment scheduling, tax, invoicing, automated and seamless at every step.
Syndication
Lose the spreadsheets. Automate participation, payouts, and track investor returns effortlessly.
Your Tools. Our Integrations. One Smart Platform.
Your lending platform should talk to every system you use. Our prebuilt integrations make that happen.
Smarter Loan Origination for Every Type of Alternative Loan
Cloudsquare’s alternative lending software simplifies complex workflows with built-in AI. Process applications faster, track progress in real time, and ensure consistency across every loan type. The entire journey, from intake to approval, runs smoother, faster, and smarter.
Extract borrower data instantly with AI-powered application parsing
No more sorting through emails or retyping borrower data. Application Capture AI extracts, organizes, and imports applications instantly, so you can process more deals faster.
Business
Riverside LLC
Revenue / mo
$182,400
Time in biz
6.5 yrs
Requested
$150,000
Owner
J. Alvarez
Docs
14 / 14
AI does the heavy lifting on bank statements, so you can approve without delays
More deals shouldn't mean hiring more staff. Cash Flow Intelligence automates bank statement analysis, reducing payroll costs, eliminating human error, and helping you approve deals faster.
Deposits / mo
128
Avg daily balance
$41,900
Months read
6 / 6
Six months read from the statements, with every figure linked to its source line.
Automated Decisioning for Faster Approvals
Cloudsquare’s alternative lending software enables automated decisioning from submission to pre-approval. The platform uses intelligent workflows to pull credit, analyze bank data, run background checks, and instantly score or decline deals without manual intervention. This allows your team to process applications more efficiently, accurately, and confidently.
AI-Powered Brokering for Faster Deal Management
Cloudsquare’s alternative lending software includes an AI-driven Brokering Module that removes the guesswork from deal submissions. Match clients to the right lenders instantly, submit deals through APIs, and manage all aspects of your brokering workflow including lender relationships, deal tracking, and commissions. This allows your team to close deals faster and scale operations with confidence.
Match clients to the right lenders, instantly, with every deal logged
Stop manually searching for the right lender. Intelligent lender matching instantly pairs clients with funding sources that fit their needs, so you fund more deals in less time. The panel is your own, ordered by what each lender has actually funded for you.
8 lenders submitted · 52 seconds
Seamless Lender Connectivity for Faster Approvals
Cloudsquare’s alternative lending software allows instant API submissions, helping your team close deals more quickly. Lender decisions are automatically updated in your CRM, removing the need to chase approvals across emails and portals. With your growing network of connected lenders, your workflow becomes smoother and more efficient from submission to funding.
Offers, declines and stips land on the deal, not in an inbox.
Maximize repeat business with a renewal pipeline
Brokers who track renewals win more repeat business. Automatically monitor repayment progress, trigger follow-ups at the right time, and engage clients before they start shopping elsewhere. Secure more renewals without adding extra work.
Principal
$48.2M
Active
1,204
On-time
97.3%
Integrated Sales CRM for Alternative Lending Operations
Cloudsquare’s alternative lending software features a dedicated Sales Module designed for brokers and lenders. The platform lets your team track every lead, manage inbound, outbound, and referral activities, and automate pipeline stages in a single connected system. This CRM helps move deals from first contact to funded loans more efficiently, reducing manual work and supporting scalable growth.
Seamlessly connect your loan application for faster approvals
No need to switch systems. Easily integrate your preferred online application with our platform. Automate data flow, eliminate manual entry, and ensure borrower information moves instantly into your pipeline, reducing delays and accelerating approvals.
Whichever form you already use, posting straight onto the deal.
Close deals faster with seamless digital signatures
Speed up signings with any Salesforce e-signature integration. Connect your preferred solution to send, track, and complete agreements digitally, eliminating paperwork delays and making it easier for borrowers to sign faster.
Connect with prospects anywhere, anytime, all in one place
Stop switching between tools to track conversations. Call, email, and text prospects directly from the platform, with every interaction logged automatically. Ensure seamless communication, faster responses, and a better borrower experience.
Every call, email and text on the deal, not in someone's inbox.
Automated Servicing for Efficient Loan Management
Cloudsquare’s alternative lending software includes a fully automated Servicing Module that simplifies payments, tracking, and collections. You can schedule recurring tasks, manage ACH processing, track interest rates, and monitor agreement performance in real time. With automation handling the back office, your team can scale operations confidently while minimizing errors, missed payments, and compliance risks.
Secure and Automated ACH Processing
Cloudsquare’s alternative lending software integrates with top ACH providers to ensure that all transactions are secure, compliant, and fully automated. This seamless setup allows your team to manage payments efficiently while reducing manual effort and maintaining accuracy throughout the process.
Payment
$4,180
Frequency
Monthly
Processor
ACHWorks
Banking-day calendar · paused on return, never auto-retried.
See it all. Track debits, credits, and running balances with precision
No more guessing how balances are calculated. Get full transparency into agreement history with a ledger that tracks every payment, adjustment, and settlement.
Period
Aug 2026
Entries
1,842
Unposted
0
Less chaos. More clarity. Total control over collections.
Give your team the structure they need. Centralized cases, dashboards, queues, reply tracking, borrower visibility, and auto-escalation, built to scale without the mess.
The platform tells the team what needs to happen next.
Connected Workflows for a Streamlined Lending Process
Cloudsquare’s alternative lending software includes a robust module that links all parts of your lending operations. From credit bureaus and bank data to ACH, e-signature, and phone systems, the platform keeps your workflows smooth and efficient. Prebuilt Salesforce tools and AppExchange applications simplify operations, while open APIs provide flexibility to connect additional systems. With everything integrated, your team can move deals faster and focus on growing your business rather than managing disconnected platforms.
Expand Your Alternative Lending Software with Salesforce AppExchange
Cloudsquare’s alternative lending software works seamlessly with thousands of ready-to-use applications available on Salesforce AppExchange. This leading enterprise marketplace provides financial services tools to extend your platform, streamline workflows, and support growth. As your business expands, the system allows you to connect new capabilities easily, keeping your operations efficient and focused on funding more loans.
Install type
Managed package
Setup Audit Trail
180 days
Protect profits by screening out high-risk applicants instantly
Tap into the industry’s go-to risk database. Built-in DataMerch access lets you screen bad actors and submit your own notes to protect the industry.
Checked against the shared database before funding, with your own notes contributed back.
Live transaction data that keeps your underwriting ahead of the game
Eliminate delays in financial verification. Access live bank data instantly, automate cash flow analysis, and move deals forward with confidence and speed.
Balance
$38,410
Refreshed
4 min ago
Provider
Plaid
The Leader in Alternative Lending Software for Brokers & Lenders
Industry leaders trust Cloudsquare to keep the money moving.
“Great people to work with in regards to customer service and getting things done. The product has elevated our business to be able to process deals and save us hours of processing time every single day. Highly recommend Cloudsquare.”
Discover the most robust end-to-end alternative lending platform
Origination
Eliminate bottlenecks with AI-driven workflows that move applications seamlessly from intake to approval.
Brokering
Lender APIs with intelligent matching let you submit clients to the best programs and close at record speed.
Sales
Turn leads into fundings faster with smart automation, seamless workflows, and dynamic engagement.
Servicing
Run at peak efficiency with powerful payment scheduling, balance tracking and seamless collections.
Integrations
Run at peak efficiency with powerful payment scheduling, balance tracking and seamless collections.
Your Alternative Lending Software. Our Experts.
One Seamless Launch.
Built on Salesforce. Turbocharged for lending.
You run on the platform the world’s largest companies trust, with a lending system built natively on top of it for how brokers and lenders actually work.
Secure, always on
Every control documented, every hour of uptime public. Your bank partners and auditors get evidence, not assurances.
Clicks, not code
Your credit box can change on a Tuesday. Reshape stips, approvals, and entire workflows without waiting on a release.
Fortune 500 standard
The number-one CRM, and the stack your bank and your capital partners already run on. Nobody has to be convinced the foundation is sound.
AppExchange
Thousands of security-reviewed apps, already integrated. E-sign, telephony, and analytics get installed, not roadmapped.