SME Lending Software

The Leader in SME Lending Solutions

Empowering SME Lenders to Scale Smarter and Serve Faster

Give your team everything they need to handle loans for small and medium-sized enterprises efficiently. From tracking applications to managing renewals, Cloudsquare streamlines the entire lending process with full visibility, faster collaboration, and accurate reporting that drives better lending outcomes.

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 lending platform 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 SME Origination with Smart Automation

Cloudsquare’s SME lending solution speeds up every stage of the loan origination process. Capture applications instantly, automate underwriting, and move approvals forward without the manual back-and-forth. With AI guiding each step, your team operates faster, more efficiently, and with total accuracy.

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

Smart Decisions, Made Instantly

Eliminate bottlenecks with automated decisioning and risk management. Cloudsquare analyzes financial data, evaluates credit risk, scores applications, and recommends approvals instantly so your team can fund faster and focus on growth.

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 LOS for next-level lenders.

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Brokering Overview

Smarter Brokering for Modern SME Lending

Cloudsquare’s Brokering Module helps SME lenders and brokers connect clients to the right funding partners quickly and accurately. Match SMEs with suitable lenders using built-in intelligence, submit deals through secure APIs, and track every stage from submission to commission in one organized workspace.

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 business needs, so you fund more deals in less time.

Lender Integrations

Real-Time Lender Connections for Faster SME Funding

Cloudsquare’s Lender Integrations keep your SME lending operations connected and efficient. Submit applications instantly through APIs, receive lender decisions directly in your CRM, and track every deal without switching between systems. Faster communication means faster funding and happier clients.

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

Sales CRM Designed for SME Lending Growth

Cloudsquare’s Sales Module helps SME lenders and brokers manage every lead with clarity and speed. Track opportunities from first contact to funded deal, automate follow-ups, and keep your entire pipeline organized in one place. Simplify client onboarding and convert more clients while staying focused on lending, not data entry.

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 Sales can unlock.

The #1 CRM for modern lending sales teams.

Explore Sales SCHEDULE A DEMO

Servicing Overview

Simplify Loan Servicing for SME Lenders

Cloudsquare’s Servicing Module automates payments, collections, and portfolio tracking for SME lenders. Set up repayment schedules, manage ACH transactions, and monitor loan performance in real time. With automated servicing in place, your team can focus on growth while maintaining accuracy and compliance.

ACH Processing

Automated ACH Payments for SME Lending

Cloudsquare simplifies payment processing for SME lenders through secure ACH automation. Handle disbursements and repayments electronically, reduce errors, and keep every transaction compliant and traceable within your lending platform.

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 payment, 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

Unified Integrations for Smarter SME Lending

Cloudsquare’s Integrations Module connects your entire SME lending ecosystem. Link credit bureaus, banking data, ACH processors, e-signature tools, and more in one connected platform. Prebuilt Salesforce integrations and open APIs keep workflows efficient, reduce friction, and help your team fund deals faster.

Salesforce AppExchange

Enhance Your Loan Management Software with Salesforce AppExchange

Cloudsquare’s loan management software works seamlessly with thousands of ready-to-use apps through Salesforce AppExchange. This leading enterprise marketplace provides tools to extend your platform, streamline workflows, and support growth. As your lending business expands, the system makes it simple to connect new capabilities and scale your operations efficiently.

DataMerch Database

Protect profits by screening out high-risk applicants instantly

Tap into the industry’s go-to risk 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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