The #1 Rated End-to-End Loan Management Software

Cloudsquare provides an AI-powered, cloud-based loan management system that handles every step of the loan lifecycle, from initial lead to loan servicing, all within a single, seamless platform designed for financial institutions.

The Leader in Loan Portfolio Management Software

Cloudsquare Delivers Excellence

"We highly recommend Cloudsquare to any organization looking for a reliable and responsive partner. Their commitment to excellence and customer care truly sets them apart."
- Brian Weiss, VP of Technology

One of the Best Decisions We Made

"Their hands-on approach, responsiveness, and commitment to delivering results have elevated our operational capabilities and positioned us for long-term success."
- Gerbian King, Chief Executive Officer

Cloudsquare - #1 SMB Finance CRM

"Cloudsquare has been essential to CapFront’s growth and success for over 4 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it."
- Zack Fiddle, President

A Game-Changer: Cloudsquare

"Cloudsquare is not just software, it's a game-changer, a remarkable investment for any brokerage business seeking a powerful and effective solution. Highly recommended!"
- Bruno Santos, Co-Founder

Loan Software Designed to Manage the Entire Lending Process

Cloudsquare offers an all-in-one loan software solution that supports brokers, lenders, credit unions, and financial institutions at every stage of the loan process. By streamlining the entire loan lifecycle — from lead capture to funding, repayment, and servicing — it eliminates manual work and enables business growth.

Trusted by industry leaders

Explore the Platform Behind the Leading Loan Management Platform

Origination

Move applications from intake to approval with automated workflows, instant verifications, and faster credit decisions.

Brokering

Lender integrations with intelligent matching help you submit faster, get more approvals, and close deals at record speed.

Sales

Convert more leads into fundings with smart automation, seamless workflows, and real-time engagement.

Servicing

Automate payments, track balances, and manage collections with a servicing engine that scales as fast as you do.

Equipment

Contracts, vendor fundings, payment scheduling, tax, invoicing - automated and seamless at every step.

Syndication

Lose the spreadsheets. Automate participation, payouts, and track investor returns effortlessly.

Automated Loan Servicing for Faster Decisions

With Cloudsquare's loan management software, automated decisioning and risk management begin as soon as an application is submitted. The platform uses intelligent workflows to pull credit, analyze bank data, run background checks, and instantly score or decline deals. This helps your team process loans faster, accurately, and efficiently.

IntelliParse AI Application Parsing

Extract borrower data instantly with AI-powered application parsing

No more sorting through emails or retyping borrower data. IntelliParse AI-powered parsing extracts, organizes, and imports applications instantly, so you can process more deals faster.

Renewal Management

Maximize repeat business with a renewal pipeline

Brokers who track renewals win more repeat business. Automatically monitor paid-in percentages, trigger follow-ups at the right time, and engage clients before they start shopping elsewhere.

DataMerch Database

Protect profits by screening out high-risk applicants instantly

Tap into the industry's go-to risk management database. Built-in DataMerch access lets you screen bad actors and submit your own notes to protect the industry.