How CapFront Achieved 40X Revenue Growth and Scaled Operations Seamlessly with Cloudsquare

CapFront had built a strong foundation by 2020 but struggled to scale their broker and funder operations without sacrificing flexibility or security. Competing platforms were either too rigid or lacked the enterprise-grade safeguards they needed to protect sensitive borrower and financial data. After choosing Cloudsquare, the Salesforce-native lending platform built for alternative lending scalability, CapFront transformed their operations from limited and manual to streamlined and growth-ready.

CapFront now uses Cloudsquare to power their entire lending lifecycle, from lead intake to underwriting, submissions, servicing, and reporting. With automation reducing manual work, Zack Fiddle and his team scaled revenue and funding volume 40X while keeping operations lean, and built a secure, future-proof platform to support continuous innovation.

CapFront had built a solid foundation but faced several critical challenges in scaling their operations efficiently while maintaining security and flexibility across a diverse product portfolio.

Key challenges included:

• Finding a lending platform that combined robust security with scalability, since many alternatives were either too rigid or lacked enterprise-grade protections.

• Managing complex, multi-product workflows requiring high levels of customization to fit their broker and funder business needs.

• Ensuring operational flexibility to adapt to evolving lending requirements without being confined by out-of-the-box limitations.

• Maintaining trust and confidence in both the platform and the team supporting sensitive borrower and financial data.

CapFront faced a crucial decision: how to scale their lending operations as both a broker and a direct funder while maintaining flexibility and security. After evaluating multiple solutions, they chose to partner with Cloudsquare, the Salesforce-native lending platform built specifically for alternative lenders.

Zack Fiddle, CEO of CapFront, explained:
“The level of customization and flexibility Cloudsquare offered was unmatched, allowing us to tailor the platform to our unique needs and rapidly evolve as we grew.”

With Cloudsquare, CapFront gained a comprehensive lending system to streamline their lifecycle and improve efficiency:

• Centralized lead intake and workflows through the Sales Module, improving conversions and reducing manual work.

• Faster underwriting and submissions giving teams accurate data and reducing delays.

• Smarter lender submissions powered by the Brokering Module, enabling leaner operations and quicker approvals.

• Seamless integrations between modules created efficiency for the sales-driven team, eliminating bottlenecks.

Zack highlighted the platform’s ease of use:
“Organization is key… It’s very common sense, making it easy for my sales team to navigate and use the platform effectively.”

He also praised the system’s design:
“The way that all of the bank statement and financial owner information is laid out makes it very easy for my team to review files and ensure accuracy.”

Another critical factor was Cloudsquare’s responsive support. Swift ticket acknowledgment and direct access to technical experts gave CapFront confidence that issues would be resolved quickly while the platform continued to evolve.