Cloudsquare logo

Cloudsquare

Los Angeles, CAFounded 2018Select partner

Rating
5.0
Client reviews
30
Certified experts
19
Certifications
70
Projects delivered
61

About Cloudsquare

Fund more. Close faster. Run your whole lending operation on one platform.

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.

Salesforce expertise

Primary product and solution focus.

No technical expertise breakdown available.

Service mix

Published service offerings.

  • Business Consulting25%
  • Systems Integration25%
  • Custom Development25%
  • Preconfigured Solutions25%

Industry presence, client ratings, and project highlights.

Cloudsquare image 1

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Salesforce certifications

70 verified Salesforce credentials held by the Cloudsquare team.

Salesforce certifications held by Cloudsquare, by number of holders
CertificationHolders
Salesforce Certified Administrator17
App Builder10
Sales Cloud Consultant9
Service Cloud Consultant9
Platform Developer I7
Salesforce Certified Associate6
Advanced Administrator5
Application Architect3
Certified AI Associate3
Data Architecture & Management Designer3
Integration Architect3
Pardot Consultant3

Testimonials

Client feedback and project outcomes delivered by Cloudsquare.

No testimonials shared yet

Cloudsquare has not published client testimonials at this time.

Open positions

Current job listings connected to Cloudsquare.

No open positions right now

Cloudsquare does not currently have active job listings.

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