Loan Management System

The Leader in Loan Portfolio Management Software

Loan Software Designed to Manage the Entire Lending Process

Cloudsquare offers an all-in-one loan software solution that supports brokers, lenders, credit unions, and financial institutions at every stage of the loan process. By streamlining the entire loan lifecycle — from lead capture to funding, repayment, and servicing — it eliminates manual work and enables business growth.

Origination

Move applications from intake to approval with automated workflows, instant verifications, and faster credit decisions.

EXPLORE ORIGINATION

Brokering

Lender integrations with intelligent matching help you submit faster, get more approvals, and close deals at record speed.

EXPLORE Brokering

Sales

Convert more leads into fundings with smart automation, seamless workflows, and real-time engagement.

EXPLORE Sales

Servicing

Automate payments, track balances, and manage collections with a servicing engine that scales as fast as you do.

EXPLORE Servicing

Equipment

Contracts, vendor fundings, payment scheduling, tax, invoicing - automated and seamless at every step.

EXPLORE Equipment

Syndication

Lose the spreadsheets. Automate participation, payouts, and track investor returns effortlessly.

EXPLORE Syndication

Your Tools. Our Integrations.
One Smart Platform.

Your loan software should talk to every system you use. Our prebuilt integrations make that happen.

EXPLORE Integrations

Your lending operations, supercharged by the power of the world's #1 CRM, Salesforce.

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Origination Overview

Accelerate Loan Origination with Cloudsquare’s Loan Management Software

Cloudsquare’s loan management software features an AI-powered Origination Module designed to speed up the lending process. From capturing applications to underwriting and approvals, the platform automates key tasks, eliminates manual bottlenecks, and ensures compliance with regulatory requirements. With this software, fintech lenders and financial institutions can manage loan applications more efficiently and close deals faster.

IntelliParse AI Application Parsing

Extract borrower data instantly with AI-powered application parsing

No more sorting through emails or retyping borrower data. IntelliParse AI-powered parsing extracts, organizes, and imports applications instantly, so you can process more deals faster.

IntelliParse AI Bank Statement Parsing

AI does the heavy lifting on bank statements, so you can approve without delays

More deals shouldn't mean hiring more staff. IntelliParse AI automates bank statement analysis, reducing payroll costs, eliminating human error, and helping you approve deals faster.

Decision Engine

Automated Loan Servicing for Faster Decisions

With Cloudsquare's loan management software, automated decisioning and risk management begin as soon as an application is submitted. The platform uses intelligent workflows to pull credit, analyze bank data, run background checks, and instantly score or decline deals. This helps your team process loans faster, accurately, and efficiently.

We highly recommend Cloudsquare to any organization looking for a reliable and responsive partner. Their commitment to excellence and customer care truly sets them apart.

Brian Weiss

VP of Technology

Ready to go deeper?
See what else Cloudsquare Origination can automate.

Welcome to the LMS for next-level lenders.

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Brokering Overview

AI-Powered Loan Brokering to Close Deals Faster

Cloudsquare’s loan management software includes an AI-driven Brokering Module that removes the guesswork from submissions. Instantly match clients with the right lenders, submit deals through APIs, and manage every part of your brokering lifecycle, including lender relationships, deal tracking, and commissions, so your team can close more deals and scale with confidence.

Intelligent Lender Matching

Full Match clients to the right lenders, instantly into every deal with logged activity

Stop manually searching for the right lender. Intelligent lender matching instantly pairs clients with funding sources that fit their needs, so you fund more deals in less time.

Lender Integrations

Faster Approvals and Seamless Loan Submissions

Cloudsquare’s loan management software allows instant submission of deals through APIs, helping you close more loans efficiently. Lender decisions are automatically updated in your CRM, removing the need to chase approvals across multiple emails or portals. With an expanding network of integrated lenders, your team has a faster and clearer path from submission to funding.

Renewal Management

Maximize repeat business with a renewal pipeline

Brokers who track renewals win more repeat business. Automatically monitor paid-in percentages, trigger follow-ups at the right time, and engage clients before they start shopping elsewhere. Secure more renewals without adding extra work.

Cloudsquare has been essential to CapFront’s growth and success for over 4 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it.

Zack Fiddle

President

Just a glimpse of what Cloudsquare Brokering can do.

The industry-leading broker platform.

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Sales Overview

Integrated Sales CRM Within Cloudsquare Loan Management Software

Cloudsquare’s loan management software features a dedicated Sales Module designed for brokers, lenders, and fintech companies. The system lets your team track every lead, manage inbound, outbound, and referral activity, and automate pipeline stages in one connected platform. With this CRM, your team can move deals from first contact to funded loans more efficiently and with less manual effort.

Online Application

Seamlessly connect your loan application for faster approvals

No need to switch systems—easily integrate your preferred online application with our platform. Automate data flow, eliminate manual entry, and ensure borrower information moves instantly into your pipeline, reducing delays and accelerating approvals.

e-Signature

Close deals faster with seamless digital signatures

Speed up signings with any Salesforce e-signature integration. Connect your preferred solution to send, track, and complete agreements digitally—eliminating paperwork delays and making it easier for borrowers to sign faster.

Multi-Channel Communication

Connect with prospects anywhere, anytime — all in one place

Stop switching between tools to track conversations. Call, email, and text prospects directly from the platform, with every interaction logged automatically. Ensure seamless communication, faster responses, and a better borrower experience.

Cloudsquare is not just software, it's a game-changer, a remarkable investment for any business seeking a powerful and effective solution. Highly recommended!

Bruno Santos

Co-Founder

Ready to go deeper?
See what else Cloudsquare Loan Management Software Cloud can unlock.

The #1 CRM & LMS for modern lending sales teams.

Explore Sales SCHEDULE A DEMO

Servicing Overview

Automated Loan Servicing for Efficient Portfolio Management

Cloudsquare’s loan management software includes a fully automated Servicing Module that simplifies repayment tracking, collections, and lifecycle management. Schedule recurring tasks, manage ACH processing, and monitor agreements in real time. With automation handling the back-office operations, your team can scale the lending business confidently while avoiding missed payments, errors, and compliance issues.

ACH Processing

Secure and Automated ACH Processing

Cloudsquare’s loan management software integrates with leading ACH providers to ensure all repayment transactions are secure, compliant, and fully automated. This seamless setup allows your team to manage payments efficiently while maintaining accuracy and reducing manual effort.

Transaction Ledger

See it all — track debits, credits, and running balances with precision

No more guessing how balances are calculated. Get full transparency into agreement history with a ledger that tracks every repayment, adjustment, and settlement.

Collections

Less chaos. More clarity. Total control over collections.

Give your team the structure they need. Centralized cases, dashboards, queues, reply tracking, borrower visibility, and auto-escalation—built to scale without the mess.

Cloudsquare is intuitive, highly customizable, and has streamlined operations. The seamless integration and robust reporting features have saved us time and improved decision making.

Aloni Matzon

Managing Member

You’ve only seen the basics. Discover how Cloudsquare Servicing powers payment performance at scale.

Automated loan servicing made simple.

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Integrations Overview

Seamless Integrations for a Connected Lending Experience

Cloudsquare’s loan management software includes a robust Integrations Module that connects your entire lending ecosystem. From credit bureaus and bank data to ACH, e-signatures, and phone systems, the cloud-based platform keeps all your workflows in one place. Prebuilt Salesforce integrations and AppExchange tools streamline operations, while open APIs let fintech companies connect additional systems with ease. With everything connected, your team can move deals faster and focus on lending instead of managing disconnected systems.

Salesforce AppExchange

Unlock 7,000+ plug-and-play integrations through Salesforce AppExchange

The Salesforce AppExchange is the world’s leading enterprise app marketplace, offering 7,000+ plug-and-play tools and integrations available to extend your platform. As your financial institution grows, the AppExchange keeps it simple and ready to scale your lending operation in any direction.

DataMerch Database

Protect profits by screening out high-risk applicants instantly

Tap into the industry's go-to risk management database. Built-in DataMerch access lets you screen bad actors and submit your own notes to protect the industry.

BankLink Plaid Account Monitoring

Live transaction data that keeps your underwriting ahead of the game

Eliminate delays in financial verification. Access live bank data instantly, automate cash flow analysis, and move deals forward with confidence and speed.

All the features you would want to build are already built for you and work smoothly. Great customer support. Highly recommend.

Dov Kauderer

President

Ready to see Cloudsquare Integrations in action?

Connected systems. Faster workflows. Smarter lending.

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