Accelerate Your Growth with The #1 SME Lending Software
Manage high volumes of small and medium-sized business loans with ease. Automate approvals, cut manual work, and deliver lending decisions in minutes, all from one streamlined platform built for SME growth.
- 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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Small Business Lending Software That Helps Lenders Scale Smarter and Serve Faster
Cloudsquare’s small business loan software gives your team everything they need to handle loans for small and medium-sized enterprises efficiently. From tracking applications to managing renewals, Cloudsquare streamlines the entire lending process with full visibility, faster collaboration, and accurate reporting that drives better lending outcomes.
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.
Accelerate SME Origination with Smart Automation
Cloudsquare’s SME lending solution speeds up every stage of the loan origination process. Capture applications instantly, automate underwriting, and move approvals forward without the manual back-and-forth. With AI guiding each step, your team operates faster, more efficiently, and with total accuracy.
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.
Smart Decisions, Made Instantly
Eliminate bottlenecks with automated decisioning and risk management. Cloudsquare analyzes financial data, evaluates credit risk, scores applications, and recommends approvals instantly so your team can fund faster and focus on growth.
Smarter Brokering for Modern SME Lending
Cloudsquare’s Brokering Module helps SME lenders and brokers connect clients to the right funding partners quickly and accurately. Match SMEs with suitable lenders using built-in intelligence, submit deals through secure APIs, and track every stage from submission to commission in one organized workspace.
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 business 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
Real-Time Lender Connections for Faster SME Funding
Cloudsquare’s Lender Integrations keep your SME lending operations connected and efficient. Submit applications instantly through APIs, receive lender decisions directly in your CRM, and track every deal without switching between systems. Faster communication means faster funding and happier clients.
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%
Sales CRM Designed for SME Lending Growth
Cloudsquare’s Sales Module helps SME lenders and brokers manage every lead with clarity and speed. Track opportunities from first contact to funded deal, automate follow-ups, and keep your entire pipeline organized in one place. Simplify client onboarding and convert more clients while staying focused on lending, not data entry.
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.
Simplify Loan Servicing for SME Lenders
Cloudsquare’s Servicing Module automates payments, collections, and portfolio tracking for SME lenders. Set up repayment schedules, manage ACH transactions, and monitor loan performance in real time. With automated servicing in place, your team can focus on growth while maintaining accuracy and compliance.
Automated ACH Payments for SME Lending
Cloudsquare simplifies payment processing for SME lenders through secure ACH automation. Handle disbursements and repayments electronically, reduce errors, and keep every transaction compliant and traceable within your lending platform.
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.
Unified Integrations for Smarter SME Lending
Cloudsquare’s Integrations Module connects your entire SME lending ecosystem. Link credit bureaus, banking data, ACH processors, e-signature tools, and more in one connected platform. Prebuilt Salesforce integrations and open APIs keep workflows efficient, reduce friction, and help your team fund deals faster.
Enhance Your Loan Management Software with Salesforce AppExchange
Cloudsquare’s loan management software works seamlessly with thousands of ready-to-use apps through Salesforce AppExchange. This leading enterprise marketplace provides tools to extend your platform, streamline workflows, and support growth. As your lending business expands, the system makes it simple to connect new capabilities and scale your operations efficiently.
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 SME Lending Solutions
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 SME lending 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.
Your SME Lending Solutions. 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.