The #1 Rated End-to-End Loan Management Software
Cloudsquare provides an AI-powered, cloud-based loan management system that handles every step of the loan lifecycle, from initial lead to loan servicing, all within a single, seamless platform designed for financial institutions.
- 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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Cloud Lending Solutions Designed to Manage the Entire Loan Process
Cloudsquare offers an all-in-one loan software solution that supports brokers, lenders, credit unions, and financial institutions at every stage of the loan process. Cloudsquare’s lending automation software streamlines the entire loan lifecycle, from lead capture to funding, repayment, and servicing, eliminating manual work and enabling business growth.
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 loan software should talk to every system you use. Our prebuilt integrations make that happen.
Accelerate Loan Origination with Cloudsquare’s Loan Management Software
Cloudsquare’s loan management software features an AI-powered Origination Module designed to speed up the lending process. From capturing applications to underwriting and approvals, the platform automates key tasks, eliminates manual bottlenecks, and ensures compliance with regulatory requirements. With this software, fintech lenders and financial institutions can manage loan applications more efficiently and close deals faster.
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 Loan Servicing for Faster Decisions
With Cloudsquare's loan management software, automated decisioning and risk management begin as soon as an application is submitted. The platform uses intelligent workflows to pull credit, analyze bank data, run background checks, and instantly score or decline deals. This helps your team process loans faster, accurately, and efficiently.
AI-Powered Loan Brokering to Close Deals Faster
Cloudsquare’s loan management software includes an AI-driven Brokering Module that removes the guesswork from submissions. Instantly match clients with the right lenders, submit deals through APIs, and manage every part of your brokering lifecycle, including lender relationships, deal tracking, and commissions, so your team can close more deals and scale 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
Faster Approvals and Seamless Loan Submissions
Cloudsquare’s loan management software allows instant submission of deals through APIs, helping you close more loans efficiently. Lender decisions are automatically updated in your CRM, removing the need to chase approvals across multiple emails or portals. With your expanding network of integrated lenders, your team has a faster and clearer path 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 Within Cloudsquare Loan Management Software
Cloudsquare’s loan management software features a dedicated Sales Module designed for brokers, lenders, and fintech companies. The system lets your team track every lead, manage inbound, outbound, and referral activity, and automate pipeline stages in one connected platform. With this CRM, your team can move deals from first contact to funded loans more efficiently and with less manual effort.
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 Loan Servicing for Efficient Portfolio Management
Cloudsquare’s loan management software includes a fully automated Servicing Module that simplifies repayment tracking, collections, and lifecycle management. Schedule recurring tasks, manage ACH processing, and monitor agreements in real time. With automation handling the back-office operations, your team can scale the lending business confidently while avoiding missed payments, errors, and compliance issues.
Secure and Automated ACH Processing
Cloudsquare’s loan management software integrates with leading ACH providers to ensure all repayment transactions are secure, compliant, and fully automated. This seamless setup allows your team to manage payments efficiently while maintaining accuracy and reducing manual effort.
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 repayment, 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.
Seamless Integrations for a Connected Lending Experience
Cloudsquare’s loan management software includes a robust Integrations Module that connects your entire lending ecosystem. From credit bureaus and bank data to ACH, e-signatures, and phone systems, the cloud-based platform keeps all your workflows in one place. Prebuilt Salesforce integrations and AppExchange tools streamline operations, while open APIs let fintech companies connect additional systems with ease. With everything connected, your team can move deals faster and focus on lending instead of managing disconnected systems.
Unlock 7,000+ plug-and-play integrations through Salesforce AppExchange
The Salesforce AppExchange is the world’s leading enterprise app marketplace, offering 7,000+ plug-and-play tools and integrations available to extend your platform. As your financial institution grows, the AppExchange keeps it simple and ready to scale your lending operation in any direction.
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 management 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 Loan Portfolio Management Software
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 loan management software
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.
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.