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.

Celebrating incredible growth! 🚀It was amazing connecting with Nicole Cruz from redlinecapital_. We’ve watched her team ...
10/01/2026

Celebrating incredible growth! 🚀

It was amazing connecting with Nicole Cruz from redlinecapital_. We’ve watched her team grow from just a few people to over 20 in no time.

Together with our trusted partners, John Lynch, Tom Gricka, and the Babylon Solutions team, Cloudsquare is committed to keeping Redline's operations lean, efficient, and ROI-driven.

Next stop: a team of 100+! We’re excited to be part of the journey. 🤝

Vegas, we’re coming back for you! 🎰Cloudsquare is officially heading to the B2B Finance Expo, October 20-21 at the iconi...
09/29/2026

Vegas, we’re coming back for you! 🎰

Cloudsquare is officially heading to the B2B Finance Expo, October 20-21 at the iconic Cosmopolitan of Las Vegas. As the whole industry comes together, we’re looking forward to talking tech, alternative lending, and how the right platform can completely transform your deal flow.

Will you be there? Let us know in the comments, and be sure to stop by our booth to catch up with our CEO, Jeffrey Morgenstein, our CRO, Dennis Mikhailov, and our HoP, Paul Albuquerque!

Trusted by 200+ brokers and lenders. See why Cloudsquare is the #1-rated AI lending platform: https://link.cloudsquare.io/4AFS

True partnerships fuel mutual growth. 🤝Last week, our Co-founder & CEO, Jeffrey Morgenstein, and CRO, Dennis Mikhailov, ...
09/24/2026

True partnerships fuel mutual growth. 🤝

Last week, our Co-founder & CEO, Jeffrey Morgenstein, and CRO, Dennis Mikhailov, had the pleasure of meeting with Zack Fiddle and his amazing team at CapFront.

CapFront was one of our very first customers over 6 years ago, and we consider our relationship with them the gold standard for what we strive to achieve with all our clients.

A massive thank you to the CapFront team for your ongoing trust and partnership. Here’s to what’s next! 🚀

🔔 Kapitus V2 is live in CS Broker. Three things that are new:⚡ Updates arrive on their ownKapitus sends changes as they ...
09/22/2026

🔔 Kapitus V2 is live in CS Broker. Three things that are new:

⚡ Updates arrive on their own
Kapitus sends changes as they happen. A new status, a new offer, a decline with the reason attached, a request for another document. The moment something changes on a deal, Kapitus pushes the update out and CS Broker picks it up as it arrives.

✏️ Fix a file without starting over
If Kapitus needs a correction or one more detail, you update that same application and send the change. No new application, no re-entering anything. Documents already attached stay attached.

💵 Compare pricing options before accepting
When Kapitus sends more than one way to structure a deal, your team sees the choices together and picks the one that fits the borrower. The selection goes back to Kapitus exactly as it was made.

Same Kapitus account. Same submission history. Nothing to rebuild.

Full breakdown in the link. https://link.cloudsquare.io/rZa4

Last week, our Co-founder & CEO Jeffrey Morgenstein and Co-founder & CRO Dennis Mikhailov had the pleasure of visiting t...
09/22/2026

Last week, our Co-founder & CEO Jeffrey Morgenstein and Co-founder & CRO Dennis Mikhailov had the pleasure of visiting the Big Think Capital team in person.

Running into a partner like Big Think Capital in person is a powerful reminder of what this partnership is really about, not just technology, but trust.

Big Think Capital chose us as their technology partner and we don't take that lightly. Their success is our commitment and we're proud to support a team that's leading the industry!

Here's to many more years of growth together. 🤝

We just relaunched cloudsquare.io.Whether you broker deals or fund them, here is what 200+ brokers and lenders run their...
09/02/2026

We just relaunched cloudsquare.io.

Whether you broker deals or fund them, here is what 200+ brokers and lenders run their operations on.

Already with us? Take a look at the new site. There is a good chance you will find something you have not switched on yet, and your Cloudsquare contact can easily walk you through it.

Not with us yet? Book a quick demo and we will show you the platform that industry leaders operate on every day.

Pick a time that suits you best at https://link.cloudsquare.io/v5pj

🚀 Cloudsquare is now a credit reseller. And the pricing will surprise you.With CS Lend Fuji 4.0, lenders get direct acce...
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

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

🚀 Cloudsquare’s Lender API Network keeps growing.Our BriteCap integration helps brokers manage more of the activity that...
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

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

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+18333448850

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