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The #1-rated AI lending platform

The AI-powered platform that runs your entire lending business.

Whether you broker deals or fund them, Cloudsquare runs your whole operation on one Salesforce-native platform, while AI does the work inside it. Move faster, fund more, and grow without adding headcount.

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  • Rated 5.0 on Salesforce AppExchange
  • Rated 4.8 on G2
  • Inc. 5000

Trusted by 200+ brokers and lenders leading the industry on speed and AI

Read all customer stories
Huntington National BankBell BankRenovo FinancialTriumph Business CapitalBig Think CapitalApplePie CapitalLendz FinancialIdea FinancialWaterfall BankCapFrontThe FundworksLendmarq2M7 Financial SolutionsKing Capital NYCLuca
Bread FinancialCNB BankAmur Equipment FinanceNational FundingTopMark FundingTrans LeaseAP Equipment FinancingWestwood FundingQualiFiCommercial Capital CompanyMAZO Capital SolutionsAveNew FundingMr AdvanceBetter Rise CapitalRedline Capital
Big Think Capital

The biggest positive has been the speed of our operational processes and deal flow. Cloudsquare allows us to play in this fast-moving space.

Read full story

Increase in approval speed

200%

Luca

Increase in funding volume

40×

CapFront
3x
Cloudsquare AI
Before Cloudsquare

This is what your deal looks like today.

You designed the process and it works. The problem is that it takes five tools and the deal status lives in someone's head.

One platform · end to end

One system where every piece
falls into place.

Cloudsquare enables teams to carry a deal from application to final payment with full visibility under one streamlined workflow.

Supercharged by Cloudsquare AI

Plug AI into the circle.
Same team, triple the productivity.

The careful work still happens. It just no longer needs a person doing the part nobody wanted to do.

Platform Overview

Brokers & Lenders. The only platform you will ever need.

Choose your role and follow a deal from first application to final payment.

Sales & CRM

Catch every lead from every channel, route it in seconds, and reach the merchant before your competition does.

  • Any channel, one queue online app, email, partner or manual
  • Lead routing & attribution so nothing drops and every source counts
  • Automated dialers & multi-channel follow-up keeps deals moving
PipelineThis weekLive

Active

53+12

First touch

42s

Untouched

2

Leads by channel

22
16
11
4
OnlineEmailPartnerManual

Follow-up sent

Dialer46%
Email34%
Text20%
LeadRouted to
Apex RetailOnline appDana R.
Metro DinerEmailLuis M.
Coastal HVACPartnerQueued

Scrubbing & Diligence

Know what underwriting will find before you submit, so your reps only spend time on deals that will actually fund.

  • Cash Flow Intelligence reads financials and grades the file in seconds
  • Open Position Tracking exposes existing debt before you price
  • Identity + Diligence AI verify the business and principals with automated flags
Deal scrubLiveLive

Processing time

30s

Verified revenue

$182k

Open positions

2

Monthly revenue

$182k
FebMarAprMayJunJul

Credit grade

B

Avg daily balance

$19k

+26.6%

Rank#146 of 2,140

Debt service

1.4x

+0.2

Rank#599 of 2,140

Returned items

1

−2

Rank#835 of 2,140

Existing debt

$18k

10% of revenue

Rank#963 of 2,140

Submissions

Send one package to every lender program the merchant qualifies for, and never key a deal into a portal again.

  • One-click submissions rank programs across 30 integrated lenders
  • Program management prices a deal against every lender's program
  • Integrated stipulation tracking so your team always knows what is missing
SubmissionsTodayLive

Programs matched

14

Sent at once

9

Responses

4 of 9

Qualified programs by grade

4
6
3
1
ABCD
ProgramStatus
OnDeck · A tier1.26Best price
Kapitus · B tier1.32Qualified
Forward · C tier1.41Stip open

Offers

Approvals and declines land on the deal as they arrive, already priced and compared. Nobody retypes an email.

  • Lender Decision Inbox builds the offer from the email, no data entry
  • Side-by-side comparison surfaces the strongest offer in seconds
  • Automatic declines read the lender's email and decline the submission for you
Decision InboxDeal #4821Live

Approvals

3

Declines

1

Best offer

$50k

Offer amount

$50k
$42k
$38k
OnDeckKapitusForward
FromRead as
OnDeckemailOffer created
KapitusemailOffer created
ForwardemailOffer created
Rapid FinanceemailDeclined

Commissions & Renewals

Stop reconciling commissions by hand, collect every dollar you were promised, and be first at the renewal.

  • Commission reconciliation catches every dollar promised versus paid
  • Paydown monitoring flags the renewal window the moment it opens
  • Renewal pipeline surfaces every eligible merchant before a competitor calls them
CommissionsThis monthLive

Promised

$489k

Paid

$347k

Outstanding

$142k

Underpaid

$6.2k

Paid in, cumulative

MerchantPaid-in
Apex Retail71%Ready
Metro Diner63%Ready
Coastal HVAC54%Soon
Lender Integrations

Submit to your lenders via API with one click.

With our 30 prebuilt connections, a submission leaves your CRM and the offers, stips and decisions land back on the deal, so nobody opens a lender portal or waits on an email.

Ameris Bank Equipment Finance
ByzFunder
Channel Partners
Figure
Forward Financing
Headway
Lendini
Mulligan Funding
Pearl Capital
Revenued
Bitty
ByzFlex
Credibly
Flash Advance
Fundbox
Idea Financial
LoanBud
OnDeck
PIRS
Specialty Capital
BriteCap
CAN Capital
Expansion Capital Group
Fora Financial
FundKite
Kapitus
Loot
PEAC
Rapid Finance
VOX Funding

AI built into every step of the deal.

Workflow

The busywork, automated.

  • Parse every emailed application straight onto the Salesforce deal, field by field, so underwriting starts the moment it lands and nobody types an application twice.

    Application parsed

    BusinessRiverside Auto Group
    Monthly revenue$182,400
    Requested$150,000
    onto deal #4821
Identity

Know the business before you underwrite it.

  • Verify any U.S. business against live Secretary of State and IRS data in real time, landing the confirmed entity right on the deal record.

    Avalon Construction

    ActiveIllinois
    Secretary of State
    IRS
Diligence

The risk signals credit checks miss.

  • Search UCC liens across all 50 states, then file and monitor them from one platform, on the same record as the deal they secure.

    UCC liens · all 50 states

    DENYNJCATX+45
    UCC-1 · Riverside AutoFiled
Monitoring

The risks that surface after you fund.

  • Watch every funded account for sanctions, fraud, adverse events, and entity changes, with real-time alerts the moment risk shifts, so nothing decays silently after funding.

    Portfolio monitor · live

    Sanctions hitACME Logistics
    Address changeRiverside Auto
    3rd-party lienMetro Foods
    214 accounts211 clear · 3 flagged
Portals

Provide the integrated experience your customers and partners expect.

  • Upload documents, track payments, and see what they qualify for next, without calling anyone.

    Customer PortalYour accountLive

    Balance remaining

    $37,500

    Next payment

    $2,500

    Funding available

    $75,000

    Balance paid down

    Documents on file

    3/4
    DocumentsStatus
    Insurance certificateRequested Aug 2Open
    Signed agreementUploaded Jun 30On file
    Bank authorizationUploaded Jun 30On file
    Tax return 2025Uploaded Jul 9On file
Cloudsquare Advisor

Every customer gets a Cloudsquare Advisor. Included.

  • They know the industry.

    Your Advisor knows lending as well as Cloudsquare, so conversations start at your problem instead of explaining the basics.

  • One message away.

    One person, reachable when you need them, who knows your configuration and will get you the answer you need.

  • Whatever you need next.

    New hire training, a best practice review, an org health check, or a faster way to do the thing you do fifty times a day.

Book a demo
Cloudsquare Advisors
Industries

Every vertical you fund, already built.

These five workflows come out of the box. The platform will support any workflow you need, so growing into a new product is a configuration, not a rearchitecture.

Revenue-Based Financing

It's all about speed. Fund faster, renew more.

The file arrives graded, with the cash flow strength and the open debt already laid out, so your underwriter spends the morning deciding instead of scrubbing.

Book a demo
app.cloudsquare.io
Cash Flow Intelligence

Statement analysis

Live

Monthly deposits

$182,400

Debt service

1.4x

Credit grade B6 months reviewed2nd position

Monthly deposits, read from the statements

Offer ready

Advance$50,000
Term9 months
Existing positions1 open
Ready to present

4x

Deals funded

Big Think Capital

The biggest positive has been the speed of our operational processes and deal flow. Cloudsquare lets us play in this fast-moving space much better than before.

Mike DiRienzoDirector of Communications
Equipment Financing

One platform from application to final payment.

A vendor, a rep or your website starts the deal, and it never leaves the platform. Contract prep generates the documents, pricing adjusts on the fly, and offers, funding and collections all land on the same deal.

Book a demo
app.cloudsquare.io
Intake AI

Vendor invoice · EFA

Live

Equipment cost

$84,000

Funders answered

3

Non-titledUCC-1 filedInsurance on file

Panel responses as they land

Lifted off the invoice

AssetCompact excavator
VendorVerified
DeliveryAccepted
Terms confirmed

5x

Team efficiency

Envision Capital Group

The platform's flexibility and automation have allowed us to scale as fast as possible. The equipment finance industry needed a new solution, and this is it.

Tyler StumpChief Operating Officer
Business Loans

Submit once, compare every offer that lands.

One submission reaches every lender on your panel by API, and each decision comes back onto the deal as it lands. Approvals, declines and priced offers post back on their own, so nobody works a portal for an answer.

Book a demo
app.cloudsquare.io
One-Click Submissions

Submission · $120,000

Live

Lenders submitted

8

To reach them

60s

Identity verifiedNo open positions

Decisions returning to the deal

Offers, side by side

$120k · 12 moApproved
$100k · 18 moApproved
$90k · lineCounter
3 offers on file

30

Native lender API integrations

CapFront

The Cloudsquare platform has been completely foundational to our ability to scale on all sides of the business. We run lean, we are fast, accurate and effective.

Zack FiddleChief Executive Officer
Reverse Consolidations

Cover every position without the hard work.

Cloudsquare reads the open positions, sizes the payment that covers them and schedules the disbursements, and it writes the audit trail as it goes. Never worry about the calculations again.

Book a demo
app.cloudsquare.io
Open Position Tracking

Debt schedule · rebuilt

Live

Daily pulls found

5

Weekly payment out

1

5 positionsSchedule modelledAudit trail on

Existing pulls, still running

What the merchant sees

Pulls coveredAll 5
They payOnce a week
PaydownTracked daily
Schedule active

3x

Approval speed

Genuine Funding

They turned our vision into reality and made the whole process feel organized. Anytime we needed changes, they handled it quickly and left nothing unresolved.

Adam BlockChief Executive Officer
HELOCBrokers

Sell the line, track the draws, earn on every one.

You submit the business owner's details and Cloudsquare carries the rest. The approved line, the credit still available and every draw show up on the deal, and so does the commission that draw pays you.

Book a demo
app.cloudsquare.io
HELOC

Line activity

Live

Credit line

$87,200

Available today

$53,200

3 drawsDrawn $34,000CLTV 78%

Credit still available, last six months

Your commission

Latest draw$12,000
Draws to date$34,000
Commission$510
Posted to the deal

80%

Reduced operational costs

QualiFi

Great people to work with in regards to customer service and getting things done. The product has elevated our business to be able to process deals and save us hours of processing time every single day.

Eddie DeAngelisChief Executive Officer
The foundation

Built on Salesforce. Turbocharged for lending.

You run on the platform the world’s largest companies trust, with a lending system built natively on top of it for how brokers and lenders actually work.

Cloudsquare
Salesforce

Secure, always on

Every control documented, every hour of uptime public. Your bank partners and auditors get evidence, not assurances.

Clicks, not code

Your credit box can change on a Tuesday. Reshape stips, approvals, and entire workflows without waiting on a release.

Fortune 500 standard

The number-one CRM, and the stack your bank and your capital partners already run on. Nobody has to be convinced the foundation is sound.

AppExchange

Thousands of security-reviewed apps, already integrated. E-sign, telephony, and analytics get installed, not roadmapped.

Industry leaders trust Cloudsquare to keep the money moving.

QualiFi
“Great people to work with in regards to customer service and getting things done. The product has elevated our business to be able to process deals and save us hours of processing time every single day. Highly recommend Cloudsquare.”
Eddie DeAngelisChief Executive Officer
1 of 7
Cloudsquare

See what lending looks like when it runs itself.

Book a demo