One platform for the entire lending lifecycle.
From the first application to the final syndicated payout, Cloudsquare runs origination, underwriting, contracting, funding, servicing, and capital as one streamlined process, built on Salesforce, configurable to how you actually operate.
A pipeline that tells your team what to do next.
Capture, route, and attribute every lead. Call, email, and text from inside the platform with every interaction auto-logged, so the system surfaces what's overdue, blocked, and ready to advance instead of waiting on a manual to-do list.
- Lead capture, routing & attribution
- Multi-channel outreach, auto-logged
- Opportunity & stage automation
- Real-time pipeline dashboards
Cloudsquare AI turns paperwork into structured data.
Drop in a messy application packet or a stack of financial documents. Cloudsquare AI extracts, organizes, and files every field in seconds, and it reads deposits, cash-flow strength and the debt already in place automatically.
- AI application parsing
- AI financial-document analysis
- Online applications & e-signature
- Email threads on the record
Business
Riverside LLC
Revenue / mo
$182,400
Time in biz
6.5 yrs
Requested
$150,000
Owner
J. Alvarez
Docs
14 / 14
Your credit policy, applied the same way every time.
The Decision Engine pulls credit, runs KYC/KYB and background checks, screens against your credit box, and scores or declines the moment an application lands, closing the 200-400 bps of variance between your best and worst underwriter.
- Automated credit & background pulls
- Credit-box screening
- One-screen underwriter workspace
- DataMerch & CLEAR integrations
Match and submit to the right lenders in under a minute.
Pair every deal to the lenders most likely to fund it, then submit and track across 30 native lender APIs from one screen. The two-hour manual submission collapses to under sixty seconds.
- Intelligent lender matching
- 30 native lender API submissions
- One-click resubmit
- Offer comparison & selection
8 lenders submitted · 52 seconds
From signed agreement to funded deal, without the handoffs.
Generate agreements, clear stipulations, capture e-signatures, and disburse funds, all inside the same system, with a full audit trail and no re-keying between tools.
- Guided contract generation
- Stipulation & verification checklist
- e-Signature
- Automated funding disbursements
Repayment that runs quietly in the background.
Schedules, payments, returns, fees, and collections tracked automatically. Balance-aware ACH never overdrafts, and auto-pauses on a returned payment, because the industry can't legally auto-retry, and we don't pretend otherwise.
- Payment schedules & agreements
- Balance-aware ACH (auto-pause on return)
- Return-code-driven fees
- Delinquency & collections automation
Balance-aware ACH · auto-pauses on return (never auto-retries).
Bring investors onto the same platform as the deal.
Manage investor positions, upfront and management fees, payables, and clawbacks natively, with performance visibility across every syndicated position instead of a spreadsheet on the side.
- Investor positions & participation
- Upfront / management fees
- Automated payables & clawbacks
- Syndicator performance
Syndicated
62%
Investors
3
Payables
$38.4K
See a thousand deals more clearly than you saw a hundred.
Vintage, cohort, and collections-curve analytics refresh in real time, so a deteriorating pattern shows up while you can still act on it, not two months later in an exported report.
- Real-time portfolio dashboards
- Vintage & cohort analysis
- Collections curves
- Accounting subledger, audit-ready
Principal
$48.2M
Active
1,204
On-time
97.3%
Two platforms. One foundation.
Cloudsquare covers the full lifecycle end to end rather than being best-of-breed in one segment, because the value is in running it all on one platform, not another point solution.
Cloudsquare Broker
61 featuresFor brokerages & ISOs
- Sales & CRM
- Application & Intake
- Cloudsquare AI
- Submission & Lender Management
- Offers
- Portfolio & Commission
- Line of Credit
- Renewals & HELOC
Cloudsquare Lend
137 featuresFor lenders & funders
- Sales & CRM
- Intake & Cloudsquare AI
- Underwriting & Decisioning
- Contracting & Funding
- Servicing, ACH & Collections
- Accounting Subledger
- Syndication
- Portfolio Management
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.
Plugged into the systems your operation already runs on.
30 native lender APIs, plus credit bureaus, banking data, KYC/KYB, and ACH processors, all inside one platform.
See what lending looks like when it runs itself.
Book a personalized walkthrough and we'll map Cloudsquare to how your operation actually works, origination through syndication.