Most brokers don’t lose deals because they submitted the wrong merchant. They lose deals because they submitted too slowly, tracked the wrong offer, or missed an update buried in their email inbox.
The Revenued lender API integration in Cloudsquare Broker is built to close that gap. Here’s a practical breakdown of what the integration does and why it matters operationally.
How Submission Works Inside Cloudsquare Broker
Once the Revenued integration is active, the submission workflow is entirely contained within the platform. There is no separate portal to log into, no exporting data to email, and no copy-pasting offer terms from a different window.
An Opportunity is created in Cloudsquare Broker with the merchant’s application data and supporting files. The broker selects Revenued as a submission target through the Submission Channel. Files and application data are sent to Revenued in a single step. From that point, the platform automatically checks for status updates and pulls the latest information back into the Opportunity record, including offer details and, where applicable, the specific reasons an Opportunity was declined. The Opportunity record becomes the single source of truth from submission to decision.
What the Integration Handles Natively
- Submission Status Tracking: The platform automatically polls Revenued and updates the Opportunity record in real time. Your team always knows exactly where a submission stands without logging into a separate portal or sending a follow-up email to chase a status.
- Offer Generation: When Revenued produces an offer, it comes back directly into the platform and surfaces on the Opportunity record. No inbox monitoring, no manual entry, no risk of an offer sitting unseen in someone’s email.
- Decline Reasons: When a submission comes back declined, the specific reasons are returned automatically into the platform. Your submission desk gets the context they need to address the decline, adjust the Opportunity, or redirect it to a better-fit lender without extra back and forth.
- File Management: Documents are sent to Revenued through a dedicated file endpoint as part of the submission itself. Everything the lender needs goes over in one step, cleanly attached and properly routed.
Built for High-Volume Operations
For teams processing a high number of daily submissions, the integration supports bulk polling, which consolidates all submission update checks into a single scheduled job rather than running them individually. That keeps the platform running efficiently as deal volume scales.
Secure credential storage handles API authentication in the background. Credentials are stored once and tokens refresh automatically, so there are no manual re-authentication steps and no connection interruptions disrupting your workflow.
Revenued in the Context of the Broader Lender Network
Revenued is one of 20+ lender API integrations available in Cloudsquare Broker. The network continues to grow, with new lenders added on a regular cadence.
For brokers, the operational advantage compounds across the network. Instead of maintaining separate accounts, portals, and communication threads with each lender, the entire submission process runs from one screen. Offers come back to one place. Commissions are tracked in one system. The goal is not to replace your lender relationships; it is to remove the friction that slows those relationships down.
About Revenued
Revenued is a U.S.-based alternative financing company that provides small businesses with access to working capital through the Revenued Business Card and Revenued Flex Line. Funding decisions are based on business revenue and cash flow, offering an accessible option for businesses that may not qualify for traditional financing.
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.
