Alternative Lending Software

The Leader in Alternative Lending Software for Brokers & Lenders

Built to Simplify the Complexity of Alternative Lending

Handle every lending product with ease — from equipment financing to bridge loans. Cloudsquare gives lenders the flexibility to adapt faster, manage smarter, and maximize alternative lending's yield without the usual roadblocks.

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

Smarter Loan Origination for Every Type of Alternative Loan

Cloudsquare’s alternative lending software simplifies complex workflows with built-in AI. Process applications faster, track progress in real time, and ensure consistency across every loan type. The entire journey, from intake to approval, runs smoother, faster, and smarter.

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 Decisioning for Faster Approvals

Cloudsquare’s alternative lending software enables automated decisioning from submission to pre-approval. The platform uses intelligent workflows to pull credit, analyze bank data, run background checks, and instantly score or decline deals without manual intervention. This allows your team to process applications more efficiently, accurately, and confidently.

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

AI-Powered Brokering for Faster Deal Management

Cloudsquare’s alternative lending software includes an AI-driven Brokering Module that removes the guesswork from deal submissions. Match clients to the right lenders instantly, submit deals through APIs, and manage all aspects of your brokering workflow including lender relationships, deal tracking, and commissions. This allows your team to close deals faster and scale operations 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

Seamless Lender Connectivity for Faster Approvals

Cloudsquare’s alternative lending software allows instant API submissions, helping your team close deals more quickly. Lender decisions are automatically updated in your CRM, removing the need to chase approvals across emails and portals. With a growing network of connected lenders, your workflow becomes smoother and more efficient 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 for Alternative Lending Operations

Cloudsquare’s alternative lending software features a dedicated Sales Module designed for brokers and lenders. The platform lets your team track every lead, manage inbound, outbound, and referral activities, and automate pipeline stages in a single connected system. This CRM helps move deals from first contact to funded loans more efficiently, reducing manual work and supporting scalable growth.

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 Alternative Lending Software can unlock.

The #1 CRM for modern lending sales teams.

Explore Sales SCHEDULE A DEMO

Servicing Overview

Automated Servicing for Efficient Loan Management

Cloudsquare’s alternative lending software includes a fully automated Servicing Module that simplifies payments, tracking, and collections. You can schedule recurring tasks, manage ACH processing, track interest rates, and monitor agreement performance in real time. With automation handling the back office, your team can scale operations confidently while minimizing errors, missed payments, and compliance risks.

ACH Processing

Secure and Automated ACH Processing

Cloudsquare’s alternative lending software integrates with top ACH providers to ensure that all transactions are secure, compliant, and fully automated. This seamless setup allows your team to manage payments efficiently while reducing manual effort and maintaining accuracy throughout the process.

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

Connected Workflows for a Streamlined Lending Process

Cloudsquare’s alternative lending software includes a robust module that links all parts of your lending operations. From credit bureaus and bank data to ACH, e-signature, and phone systems, the platform keeps your workflows smooth and efficient. Prebuilt Salesforce tools and AppExchange applications simplify operations, while open APIs provide flexibility to connect additional systems. With everything integrated, your team can move deals faster and focus on growing your business rather than managing disconnected platforms.

Salesforce AppExchange

Expand Your Alternative Lending Software with Salesforce AppExchange

Cloudsquare’s alternative lending software works seamlessly with thousands of ready-to-use applications available on Salesforce AppExchange. This leading enterprise marketplace provides financial services tools to extend your platform, streamline workflows, and support growth. As your business expands, the system allows you to connect new capabilities easily, keeping your operations efficient and focused on funding more loans.

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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