Cloudsquare

Spec sheet

Purpose

Cloudsquare is a Salesforce-native AI lending platform for brokers and lenders that manages operations from application through final payment.Read 4 Oct 2026 · cloudsquare.io

Integrations

Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed.Read 4 Oct 2026 · cloudsquare.io

Security

Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls.Read 4 Oct 2026 · cloudsquare.io

Support

The company says every customer gets an included Cloudsquare Advisor who can help with configuration questions, training, and platform reviews.Read 4 Oct 2026 · cloudsquare.io

Founded

2018Read 28 Sep 2026 · cloudsquare.io

AI features

Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox.Read 4 Oct 2026 · cloudsquare.io

Broker tools

Broker features include sales and CRM, deal scrubbing and diligence, lender submissions, offer comparison, commission reconciliation, and renewals.Read 4 Oct 2026 · cloudsquare.io

Company history

A Cloudsquare press release says the company was founded in 2018 as a Salesforce consulting firm.Read 4 Oct 2026 · cloudsquare.io

Diligence

The platform says it can search UCC liens across all 50 states and file and monitor them on the deal record.Read 4 Oct 2026 · cloudsquare.io

Identity checks

Business Verify checks U.S. businesses against live Secretary of State and IRS data, and the site also lists KYB scoring and principal screening.Read 4 Oct 2026 · cloudsquare.io

Industries

The site lists out-of-the-box workflows for revenue-based financing, equipment, business loans, reverse consolidation, and HELOC.Read 4 Oct 2026 · cloudsquare.io

Lender integrations

The platform says it has 30 prebuilt lender connections that send submissions by API and return offers, stipulations, and decisions to the deal.Read 4 Oct 2026 · cloudsquare.io

Portals

Cloudsquare lists customer, ISO, and syndicator portals; its customer portal supports document uploads and payment tracking.Read 4 Oct 2026 · cloudsquare.io

Who it serves

Cloudsquare describes its platform as built for lending organizations, including brokers, lenders, brokerages, and ISOs.Read 4 Oct 2026 · cloudsquare.io

Plans and prices

Every Cloudsquare plan and price →

Where Specifiction places it

• Financial Services CRM Software#20 of 287.7