# Cloudsquare

> The end-to-end platform moving brokers and lenders from application to funding to servicing, without spreadsheets, handoffs, or disconnected systems. AI-powered workflows push every deal forward, so your team spends its time closing instead of chasing.

## Overview

Cloudsquare is the #1 AI-powered, end-to-end lending platform built for modern brokers and lenders. Built natively on Salesforce, it connects every stage of the lending lifecycle into a single source of truth, replacing disconnected tools.

Brokers run on Cloudsquare Broker to match deals to the rig

Cloudsquare is the #1 AI-powered, end-to-end lending platform built for modern brokers and lenders. Built natively on Salesforce, it connects every stage of the lending lifecycle into a single source of truth, replacing disconnected tools.

Brokers run on Cloudsquare Broker to match deals to the right lenders and close at record speed. Lenders run on Cloudsquare Lend to take applications from intake to approval, fund faster, and service the book. Whether you do MCA, SME lending, equipment financing, or other alternative lending, Cloudsquare adapts to your workflows.

The platform covers your entire journey:
Brokering: lender matching and 25+ direct lender integrations for faster submissions and approvals.
Origination: automated intake, document parsing, and credit pulls to speed up decisions.
Sales: turn leads into fundings with automation and real-time pipeline visibility.
Servicing: automate ACH payments, track balances, and manage collections on a scalable engine.
Integrations: connect tools like credit bureaus, bank data, and e-signatures via prebuilt connections.
Equipment & Syndication: purpose-built workflows, plus syndication tracking for payouts and investor returns.

## Details

- **Location:** Los Angeles, CA
- **Founded:** 2018
- **Partnership Level:** Select
- **Rating:** 5.0/5
- **Reviews:** 30
- **Projects Completed:** 61
- **Certified Experts:** 19
- **Total Certifications:** 70
- **Website:** https://calendly.com/d/cng4-hws-88d/intro-to-cloudsquare

## Services

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## Certifications

- Salesforce Certified Administrator (Administration)
- App Builder (Builder)
- Sales Cloud Consultant (Consultant)
- Service Cloud Consultant (Consultant)
- Platform Developer I (Developer)
- Salesforce Certified Associate (Other)
- Advanced Administrator (Administration)
- Application Architect (Architect)
- Certified AI Associate (Other)
- Data Architecture & Management Designer (Architect)
- Integration Architect (Architect)
- Pardot Consultant (Consultant)
- Pardot Specialist (Specialist)
- Salesforce Certified Business Analyst (Other)
- Salesforce Certified Marketing Cloud Email Specialist (Specialist)
- Sharing & Visibility Architect (Architect)
- B2B Solution Architect (Architect)
- Development Lifecycle & Deployment Architect (Architect)
- Platform Developer II (Developer)
- Associate Platform Developer I (Developer)
- CPQ Specialist (Specialist)
- Experience Cloud Consultant (Consultant)
- Field Service Consultant (Consultant)
- Financial Services Cloud Accredited Professional (Other)
- Identity & Access Management Architect (Architect)
- Nonprofit Cloud Consultant (Consultant)
- Salesforce Certified Strategy Designer (Designer)
- System Architect (Architect)
- User Experience Designer (Designer)

## Languages

- en
- pt
- ru
- es

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*Profile from [CRM Consulting](https://crm.consulting/company/cloudsquare/)*