The Pearl Capital integration in CS Broker gives brokers a direct connection between their CRM and Pearl Capital’s systems. Once a deal is submitted, the integration handles the rest: pulling submission status updates, surfacing declined details, retrieving offers as they become available, and managing file delivery through a dedicated endpoint, all without requiring teams to leave their CS Broker workflow. The result is a faster, cleaner post-submission process built directly into the platform brokers already use to manage their pipeline.
How the Pearl Capital Integration Supports Your Lending Process
Submitting a deal to Pearl Capital is only the beginning. What happens next, the status checks, the document requests, the offer reviews, is where time gets lost and deals can stall. The Pearl Capital integration in CS Broker addresses that gap by surfacing real-time updates and file management tools directly inside the Opportunity record. Teams skip the portal toggling and the manual follow-up calls. The integration keeps every deal moving with the context brokers need to act quickly and close confidently.
Track Submission Progress Without Manual Follow-Up
After a deal is submitted to Pearl Capital, knowing where it stands should not require a phone call or a portal login. CS Broker polls Pearl Capital’s system at regular intervals and brings submission status updates back into the Opportunity record automatically. Teams can see where each deal is in Pearl Capital’s review process in real time, giving them the visibility to prioritize follow-up and set accurate expectations with their merchants.
See Declined Reasons and Move Deals Forward
When Pearl Capital declines a submission, the details matter. CS Broker retrieves declined details through polling and surfaces them directly in the Opportunity record, so teams have the specific reasoning on hand without having to track it down manually. That context makes it faster to assess next steps: resubmitting with additional documentation, routing to another lender, or advising the merchant on their options.
Review Offers as Soon as They Are Ready
When Pearl Capital generates an offer, CS Broker retrieves it through polling and surfaces it inside the Opportunity record. Teams can review offer details, compare terms, and take next steps from the same workspace they use to manage every other part of the deal. There is no need to log into a separate portal or wait for a manual notification. The offer is there when it is ready.
Deliver Files Directly Through a Dedicated Endpoint
Pearl Capital file submissions in CS Broker go through a dedicated endpoint, not a general data sync. That means documents are delivered directly to Pearl Capital’s system in the format they expect, with less room for error and no manual upload steps required. Teams can manage required files from inside the Opportunity record and confirm delivery without leaving CS Broker.
Why This Matters for Brokers and Funding Teams
Pearl Capital moves quickly, and brokers who work with them need a workflow that keeps pace. The CS Broker integration removes the manual overhead that typically builds up between submission and funding. Status polling, offer retrieval, and file delivery all run through the integration without requiring teams to step outside their primary workspace. Teams can track where every Pearl Capital deal stands, respond to declines with the full context in hand, act on offers the moment they surface, and deliver required documents through a reliable dedicated endpoint. That adds up to less time spent on deal administration and more time focused on closing.
About Pearl Capital
Pearl Capital is a direct alternative lender specializing in short-term capital advance solutions for underbanked and credit-challenged small businesses across the United States, in virtually every industry. Founded in 2010 and acquired by private equity firm Capital Z Partners in 2015, Pearl Capital has grown into one of the leading fintech-focused funders in the MCA space. The company has provided over 23,000 financings to small businesses nationwide and operates exclusively through an expansive network of ISOs and brokers, making the CS Broker integration a natural fit for the teams already managing Pearl Capital deals inside their CRM.
About Cloudsquare
Cloudsquare is the leading end-to-end lending platform, uniquely powered by Salesforce, to deliver unparalleled flexibility and innovation for lenders and brokers. With a commitment to optimizing lending processes through cutting-edge technology, Cloudsquare provides robust, scalable solutions that empower clients to achieve greater efficiency and growth. Celebrated by industry leaders, Cloudsquare has earned a place on the Inc. 5000 list as one of America’s fastest-growing companies and is consistently rated a top service provider on platforms like Salesforce AppExchange, G2, Clutch, and Manifest.
