Cloudsquare

Cloudsquare The #1 End-to-End Lending Platform Built to Help Brokers and Lenders Fund More Deals, Faster | Powered by Salesforce

Cloudsquare is the most powerful end-to-end lending platform built natively on Salesforce. Designed to automate and streamline every stage of the lending lifecycle—from lead to funding to servicing—our platform helps financial organizations move faster, scale smarter, and close more deals with confidence. Trusted by top lenders and rated #1 on the Salesforce AppExchange, Cloudsquare combines AI-powered automation with unmatched configurability to transform how lending teams operate.

📋 Submitting to Pearl Capital is the easy part.What happens after is where deals slow down.Status checks eat up time. Fi...
06/11/2026

📋 Submitting to Pearl Capital is the easy part.

What happens after is where deals slow down.

Status checks eat up time. Files get lost in back-and-forth. Offers sit in a portal nobody remembered to check.

CS Broker connects directly with Pearl Capital's systems so none of that happens on your watch.

Once a deal is in, the integration takes over.

➡ Submission statuses pulled automatically into the Opportunity record
➡ Declined details surfaced with the full reasoning attached
➡ Offers retrieved and ready to review the moment Pearl Capital generates them
➡ Files delivered through a dedicated endpoint, no manual uploads required

No portal switching. No chasing updates. No missing an offer because it came in while you were focused on something else.

Built for brokers who work fast and need their tools to keep up.

Read the full breakdown at the link. 🔗 https://link.cloudsquare.io/oGJv

06/10/2026

📋 No two deals are the same. Your document process shouldn't pretend otherwise.

Too many lending teams are still chasing borrowers for documents through email chains, sticky notes, and manual follow-ups that slip through the cracks.

Paperwork gets missed. Approvals stall. Internal tasks pile up while deals sit waiting.

Cloudsquare's Checklist Management automates document collection and internal task tracking, tailored to every deal.

Assign the right checklist automatically, collect borrower documents in one place, and keep internal action steps on track from start to finish.

No missed documents. No manual reminders. No deals stuck waiting on paperwork.

Deal opens → checklist assigned → documents collected → approval moves. ⚡

The result:
• Faster document collection 🚀
• Fewer errors and missed stipulations 📋
• Less back-and-forth with borrowers 📩
• Quicker approvals on every deal 📈

Built for lenders and brokers who want every deal moving forward at the same pace.

See Checklist Management inside Cloudsquare: https://link.cloudsquare.io/20kC

🚀 Business loan brokers now have a product they've never had before.CS Broker Danube 7.0 introduces the first HELOC work...
06/04/2026

🚀 Business loan brokers now have a product they've never had before.

CS Broker Danube 7.0 introduces the first HELOC workflow purpose-built for business loan brokers on any lending platform. A business owner who doesn't qualify for traditional working capital might still have equity in their home. Now brokers have the workflow, the lender connection, and the platform infrastructure to act on it.

What's new in Danube 7.0:

• HELOC Module with guided borrower and property intake
• Figure integration for direct HELOC submissions inside Salesforce
• Faster lender search and bulk selection

👉 This is a new revenue channel. Read what's in the release: https://link.cloudsquare.io/uZPn

🚀 Still chasing lender activity after submission?Our Lender API Integration with Specialty Capital is designed to help b...
06/02/2026

🚀 Still chasing lender activity after submission?

Our Lender API Integration with Specialty Capital is designed to help brokers and funding teams stay closer to the updates that move deals forward.

After a deal is submitted, every status change, decline detail, and offer update matters. When that activity is scattered across follow-ups or disconnected workflows, deals can lose momentum.

Brokers and funding teams can:

✔ Track submission status
✔ Capture decline details
✔ View offer updates

All within a more structured, streamlined workflow inside Cloudsquare, so teams can reduce manual tracking and keep deals moving with more visibility.

Learn more at: https://link.cloudsquare.io/QGwe

05/28/2026

🚀 Approvals should move deals forward, not create more follow-up.

Yet too many teams still manage approvals through scattered emails, manual documents, and back-and-forth updates with ISOs and merchants.

Offers get delayed. Stipulations get missed. Deals lose momentum right when they should be moving fastest.

Cloudsquare’s Approval Management helps keep approvals clean, branded, and easy to act on.

Generate sharp approval offers, include required stipulations, and email them directly to ISOs or merchants from one organized workflow.

No scattered approval emails.
No missing stipulations.
No confusion around next steps.

Approval ready → stipulations included → offer sent. ⚡

The result:

• Faster approval delivery 🚀
• Cleaner communication with ISOs and merchants 📩
• Better visibility into offer activity 👀
• More deals moving toward funding 📈

Built for lenders and brokers who want approvals to create momentum, not friction.

See Approval Management inside Cloudsquare: https://link.cloudsquare.io/cgFy

05/22/2026

🚨 Hidden borrower risk can turn a good-looking deal into a costly mistake.

Yet too many teams still rely on manual checks, scattered searches, and incomplete information before moving a deal forward.

Fraud slips through. Red flags get missed. Compliance risk increases.

Cloudsquare’s Thomson Reuters CLEAR integration helps you catch risk earlier.

Run automated background checks inside your workflow to help verify borrower identities, surface potential red flags, and support a stronger compliance process.

No manual searching.
No scattered screening steps.
No moving forward without better visibility.

Borrower in → background check triggered → risk surfaced. 🔍

The result:

• Faster identity verification ✅
• Earlier fraud detection 🚨
• Stronger compliance support 🛡️
• More confident underwriting decisions 📊

Built for lenders and brokers who want to prevent risk before it becomes a problem.

See Thomson Reuters CLEAR inside Cloudsquare: https://link.cloudsquare.io/fMV8

05/15/2026

🎥 Why Fundr Chose Cloudsquare

What happens when a growing funding team needs to process more applications, fund more deals, and build the infrastructure for institutional growth?

In this short interview, Gerbian King, CEO of Fundr, shares how Cloudsquare helped his team move to the next level.

Here’s what stood out:

⚡ Nearly 3X more applications processed per day
⚡ 2X more deals funded month over month
⚡ Manual application data entry eliminated
⚡ A stronger Salesforce foundation for scaling with institutional partners

Gerbian shares how Cloudsquare didn’t just help Fundr manage more volume. It helped them operate with the speed, structure, and control needed to become a more scalable funding business.

And the result is simple: more applications processed, more deals funded, and less manual work holding the team back.

🚀 Read the full customer story at: https://link.cloudsquare.io/nTxt

05/14/2026

🚨 Waiting on credit pulls slows down every deal in your pipeline.

Yet too many teams are still pulling reports manually, jumping between portals, and waiting for someone to upload credit data before underwriting can even begin.

Time gets wasted. Decisions get delayed. Pipelines back up. ⏱

Cloudsquare’s Experian Credit integration keeps underwriting moving.

Trigger Experian credit pulls directly inside your workflow, so underwriters get immediate access to borrower credit data without leaving the system.

No separate portals.
No manual report handling.
No waiting to start underwriting.

Application in → credit pulled → underwriting moves forward. ⚡

The result:

• Faster underwriting decisions 📊
• Immediate borrower visibility 👀
• Less operational drag ⚙️
• Faster path from application to approval 🚀

Built for lenders and brokers who want credit data to accelerate decisions, not delay them.

See Experian Credit inside Cloudsquare: https://link.cloudsquare.io/1NPE

🚀 “Working with Cloudsquare allows our mutual clients to process payments and monitor activity directly within the syste...
05/12/2026

🚀 “Working with Cloudsquare allows our mutual clients to process payments and monitor activity directly within the systems they rely on to run their operations.”
- Ryan McCurry, President at ACH Works

This is where lending operations are heading.

The real challenge isn’t sending payments. It’s trusting that what you see in your system is actually correct.

Too many teams still double check their ACH provider’s portal to confirm if a payment cleared or returned.

With ACH Works integrated into Cloudsquare, payment activity stays aligned across systems, so teams can rely on a single source of truth without manual reconciliation or second guessing. 🤝

The result is more control, less risk, and a system you can actually trust 📈

👉 Read the full announcement: https://link.cloudsquare.io/spTI

05/08/2026

🚀 Most platforms promise visibility. Few actually deliver it.

Before working with Cloudsquare, Aloni Matzon from Foretrust Funding described operations as being “completely in the dark.”

After implementation?

✔ Full visibility into agreements and transactions
✔ Seamless integrations across systems
✔ A platform that’s actually easy to use after onboarding

And the result that matters most:

📈 Revenue increased by 2-3x

This is what happens when technology doesn’t just “exist” but actually aligns with how your business operates. Read the full story at: https://link.cloudsquare.io/rfAR

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21550 Oxnard Street, 3rd Floor
Woodland Hills, CA
91367

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+18333448850

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