Cloudsquare

Name: Cloudsquare
Address: 21550 Oxnard Street, 3rd Floor, Woodland Hills, CA, 91367, US
Telephone: +18333448850
Price range: $$

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.

08/06/2026

🚀 Cloudsquare is now a credit reseller. And the pricing will surprise you.

With CS Lend Fuji 4.0, lenders get direct access to Equifax, TransUnion, and Experian, multiple credit models, and both soft and hard pull capabilities, all built natively into CS Lend at reseller pricing.

No separate vendor. No standalone contract. No integration to maintain.

The credit infrastructure your underwriting team depends on is now part of the same platform they use to originate, underwrite, and service deals every day.

This release also ships Multi-Schedule Agreement Generation at Funding. Complex repayment structures, split payments, layered obligations 📋 all configured at the moment of funding. No manual adjustments after the fact.

And bell notifications got a quiet but useful upgrade. Custom messages, custom routing. When a notification lands, it takes your team directly to the relevant record, not just the home screen.

For lenders running real volume, fewer vendors means fewer points of failure. 🔗

Learn more at - https://link.cloudsquare.io/wgtR

07/31/2026

🚀 Most lenders don't lose borrowers to better rates.

They lose them to faster paperwork.

The window to retain a borrower at renewal is narrow. By the time your team runs the numbers, builds a new offer, and prepares updated agreements, someone else has already sent one.

What makes this harder: most platforms treat refinancing as a manual event. Someone has to remember to check. Then dig into the account. Then rebuild the deal from scratch.

CS Lend tracks which active agreements are approaching renewal eligibility automatically. When a borrower is ready, the platform generates a new offer and updated agreement without your team starting over.

The prior loan is closed and linked to the new one. The relationship stays yours.

If your team is still handling this manually, the question worth asking: how many renewals slipped away while the paperwork was in progress?

See refinancing inside Cloudsquare at: https://link.cloudsquare.io/i7KB

07/09/2026

Most lenders and brokers are overpaying for credit reports and managing them outside their core platform.

Cloudsquare Credit changes both.

Native credit reporting across all three bureaus, built into Cloudsquare.

Better coverage. Better pricing. No extra logins, no separate contracts.

Full details coming soon. Follow our page so you don't miss it.

07/06/2026

🚀 Cloudsquare’s Lender API Network keeps growing.

Our BriteCap integration helps brokers manage more of the activity that happens after a deal is submitted, directly inside CS Broker.

Because getting the deal submitted is only the beginning.

The real pain starts when reps have to chase updates, check portals, manage files, and respond to stipulations while trying to keep the merchant engaged.

With Cloudsquare’s BriteCap integration, brokers can:

✅ Stay updated on submission status, declines, and offer activity
✅ Manage files and stipulations in a cleaner workflow
✅ Submit cleaner industry data with structured picklists

Less chasing.
Cleaner workflows.
More visibility after submission.

That’s how brokers keep deals moving faster.

Learn more: https://link.cloudsquare.io/y4sE

07/03/2026

Credit reporting is getting a major upgrade inside Cloudsquare.

More coverage. Simpler workflow. Pricing that sets a new bar for the market.

Details coming soon. Follow our page so you don't miss it.

07/01/2026

📈 Most brokers treat lender submissions like a second job.

Log into the portal. Upload the file. Wait for an email. Check back tomorrow. Miss the offer window.

That cycle is where deals get lost, not in underwriting.

Cloudsquare Broker connects directly to Revenued via API. Brokers submit without leaving their CRM. Offer generation, submission status tracking, and decline details all come back into the platform automatically via polling, no inbox monitoring required.

File management runs through a dedicated endpoint, so documents go where they need to go in a single step.

Revenued is one of the faster MCA funders in the market. The last thing a broker should be doing is slowing that down with manual uploads and email chains.

Our lender network sits at 20+ integrations and counting. Every one of them follows the same principle: your team should be focused on the merchant, not the mechanics of the submission. 🤝

If you're still submitting to Revenued by email, this is worth a look - https://link.cloudsquare.io/Kv3E

06/25/2026

💰 A funding error doesn't just cost money. It costs trust.

By the time a deal reaches funding, there are a lot of numbers that need to align: funded amount, net funded, payback, factor rate, payment frequency, holdback percentage, commissions, and fees.

Miss one. Fund the wrong amount. Get the terms wrong. Now you're dealing with corrections after money has already moved.

Cloudsquare's Funding Review gives every deal a structured final checkpoint before anything is funded.

Review every payout and repayment term in one place, including funded amount, net funded, payback, fees, and commissions, confirm the details are right, and fund with total confidence.

No mismatched terms. No post-funding corrections. No deals funded on bad data.

Terms verified → details confirmed → deal funded accurately. ⚡

The result:
• Every key term visible and confirmed before funding 💰
• Fewer errors reaching the disbursement stage 🚀
• A clear, structured review step on every deal 📄
• More deals funded right the first time 📈

Built for lenders and brokers who know accuracy at funding is non-negotiable.

See Funding Review inside Cloudsquare: https://link.cloudsquare.io/EB6x

06/17/2026

📄 Generating a contract with the wrong data is worse than not generating one at all.

Most lending teams are jumping between screens to verify borrower details, terms, and deal data before generating a contract.

Something gets missed. A wrong figure slips through. Now you're chasing down corrections after the contract is already out.

Cloudsquare's Contract Preparation brings every data point together in one step-by-step workflow before you generate anything.

Review borrower details, funding terms, and deal information in a single organized view, confirm everything looks right, then kick off contract generation with confidence.

No tab switching. No second-guessing. No errors that only surface after the contract is sent.

Data verified → details confirmed → contract generated right the first time. ⚡

The result:
• All deal data visible in one place before generating 📄
• Fewer errors reaching the contract stage 🚀
• Less time spent cross-checking multiple screens 📩
• More contracts sent right the first time 📈

Built for lenders and brokers who want to catch mistakes before they become problems.

See Contract Preparation inside Cloudsquare: https://link.cloudsquare.io/j7Tx

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

Address

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

Telephone

+18333448850

Website

http://www.cloudsquare.io/

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