The lending industry never stops evolving, and neither do we. At Cloudsquare, we’ve been working behind the scenes to bring you a new API integration that reduces deal processing time by automating submission workflows and centralizing approval processes directly within your Salesforce MCA platform. With the new Credibly Lender API integration, brokers and lenders can simplify submissions and speed up approvals within Salesforce MCA platforms like never before.
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About Cloudsquare
Cloudsquare is a leading technology company specializing in Salesforce-based solutions for the lending industry. We combine innovation, expertise, and deep industry knowledge to help our clients scale faster, streamline operations, and achieve their business goals. From consulting services to custom-built platforms, Cloudsquare transforms how companies lend, sell, and grow.
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Who is Credibly?
Credibly enables seamless communication between your Salesforce merchant cash advance system and Credibly’s lending platform. This allows brokers and lenders to submit applications, manage documentation, and receive status updates all within Salesforce MCA, eliminating the need for manual processes and reducing errors.
Here’s how this integration enhances the loan management process:
- API Submission – Submit applications directly to Credibly from Salesforce MCA without the need for emails or external portals.
- Upload Files with Submission – Attach required documentation during the initial submission, ensuring a smoother approval process.
- Bulk File Upload – Upload multiple documents at once, saving valuable time and increasing efficiency.
- Decline Reasons Information – If a deal is not prequalified, Credibly provides detailed decline reasons to help brokers refine applications.
- File Upload Status Information – Get real-time updates on file uploads to keep track of document processing.
How Does the Credibly Lender API Work in Salesforce?
Since Credibly Lender API requires specific fields to be completed before submission, this integration ensures that all mapped fields in Salesforce MCA must be filled before an opportunity can be sent. Users will only be able to submit when:
- All required fields in loan origination Salesforce are completed.
- All mandatory files are selected and uploaded.
By integrating with the Credibly Lender API, brokers and lenders can optimize their loan management process, ensuring a faster, more reliable submission experience.
Why Choose Cloudsquare for Your Integration?
At Cloudsquare, we specialize in building Salesforce merchant cash advance solutions that help businesses thrive. Our team ensures that your loan origination Salesforce setup is tailored to your needs, maximizing efficiency and accuracy.
