Business loan brokers have always had a gap in their product lineup. A business owner with equity in their home and a need for capital often had nowhere to go inside the broker’s existing workflow. There was no structured path, no guided intake, and no direct lender connection built for that deal type. This update changes that.
CS Broker Danube 7.0 introduces the first HELOC workflow purpose-built for business loan brokers inside a Salesforce-native lending platform. Alongside faster lender search and bulk selection, this release also brings Figure on as the first fully integrated HELOC lender in the CS Broker lender network.
New HELOC Module in CS Broker
When a business owner wants to use their home equity to secure business funding, brokers now have a guided, structured place to manage that deal from intake to submission. The new HELOC Module adds a HELOC Candidate panel directly to the Opportunity record in Salesforce, giving reps a single organized view to capture borrower income and property details.
The information stays tied to the deal, ready for lender review, without relying on scattered notes or external tracking. For brokers, this means a new revenue channel that fits inside the same workflow they already use for every other deal type.
That matters because broker teams often need more than standard MCA software when they expand into broader lending products.
Figure Integration: Intake to Submission Without Leaving CS Broker
Danube 7.0 introduces Figure as the first fully integrated HELOC lender in CS Broker. Built on top of the new HELOC Module, the integration gives brokers a direct path from data capture to lender submission inside Salesforce.
Borrower details, property information, and submission activity all stay connected in one workflow. Teams partnered with Figure can now submit eligible HELOC opportunities directly from CS Broker, reducing duplicate entry and keeping deals moving.
Faster Lender Search and Bulk Selection
This release also improves how teams manage their lender network. Brokers working with larger lender lists can now search more quickly, select or deselect all visible results at once, and use improved bulk-selection behavior that stays consistent across individual and group actions.
When you are managing multiple lending partners, product types, and submission strategies at once, cleaner lender selection directly affects deal speed. This update removes that friction.
Why This Release Matters
HELOC-backed business funding has existed as a product, but brokers have never had a structured platform workflow to manage it end to end. Danube 7.0 builds that infrastructure directly into CS Broker, so teams can expand their product portfolio without adding operational complexity.
For business owners who may not qualify for a traditional working capital product but have equity in their home, this opens a real path to funding. For brokers, it opens a new line of deals to pitch and close.
Upgrade Guidance
Upgrade to CS Broker Danube 7.0 to bring HELOC workflow support, Figure submissions, and faster lender selection into CS Broker. Teams can support HELOC opportunities alongside their existing lending products while keeping intake, submission, and lender management easier to handle in one place.
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Installation Links
FAQs
Q1: What is included in CS Broker Danube 7.0?
CS Broker Danube 7.0 introduces the new HELOC Module, improved lender search and bulk selection, and Figure as the first fully integrated HELOC lender in the CS Broker lender network.
Q2: What does the new HELOC Module do?
The HELOC Module helps teams capture the borrower income and property details needed to evaluate Home Equity Line of Credit opportunities. When a HELOC lender integration is installed, the HELOC Candidate panel appears directly on the Opportunity record.
Q3: What does the Figure integration support?
The Figure integration allows teams to capture HELOC candidate details inside Salesforce and submit eligible HELOC opportunities to Figure from within CS Broker.
Q4: Who can use the Figure integration?
The Figure integration is available for teams that are partnered with Figure and want to offer HELOC products through CS Broker.
Q5: What improved with lender selection in Danube 7.0?
Teams can now search lender lists more easily, select or deselect all visible results, and use improved filtered bulk-selection functionality with more consistent behavior across individual and bulk actions.
