Integrations

Your lending platform should talk to every system you use. Our prebuilt integrations make that happen.

Works with the tools that power your lending operations

Our platform connects seamlessly to the systems you rely on—from credit and ACH to e-signature, accounting, and dialers. By keeping your data in sync and your workflows automated, your team can stay focused on funding deals—not managing software.

Trusted by industry leaders

All the features you would want to build are already built for you and work smoothly. Great customer support. Highly recommend.

Dov Kauderer

President

Ready to see Cloudsquare Integrations in action?

Connected systems. Faster workflows. Smarter lending.

Salesforce AppExchange

Unlock 7,000+ plug-and-play integrations through Salesforce AppExchange

The Salesforce AppExchange is the world’s leading enterprise app marketplace, offering 7,000+ plug-and-play tools and integrations available to extend your platform. As your business grows, the AppExchange keeps it simple and ready to scale your lending operation in any direction.

Online Application

Seamlessly connect your application for faster submissions

No need to switch systems. Easily integrate your preferred online application. Automate data flow, eliminate manual entry, and ensure borrower information moves instantly into your pipeline, reducing delays and accelerating approvals.

IntelliParse AI Application Parsing

Extract borrower data instantly with AI-powered application parsing

No more sorting through emails or retyping borrower data. IntelliParse, powered by Heron Data, parses, extracts, organizes, and imports applications instantly, so you can process more deals faster.

DataMerch Database

Protect profits by screening out high-risk applicants instantly

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

Experian Credit

Credit pulls designed to accelerate your funding

Instantly trigger Experian credit pulls, gain immediate borrower insights, reduce manual effort, and accelerate approvals without delays or compliance risks.

Lender Integrations

Instant API submissions with the fastest approvals, so you close more deals.

Stop chasing approvals across emails and portals. Lender decisions sync instantly in your CRM, giving you a clearer, faster path from submission to funding. Expanding the integrated lender-network monthly.

Thomson Reuters CLEAR

Uncover risks instantly with automated background checks

Prevent fraud before it happens. Instantly verify borrower identities, detect red flags, and ensure compliance with automated background screening.

IntelliParse AI Bank Statement Parsing

AI does the heavy lifting on bank statements, so you can approve without delays

More deals shouldn't mean hiring more staff. IntelliParse AI automates bank statement analysis, reducing payroll costs, eliminating human error, and helping you approve deals faster.

e-Signature

Generate, send, and sign contracts without delays or hassle

Generate polished, deal-specific contracts that feel handcrafted—without the manual work. Instantly connect to your preferred e-signature provider to reduce delays and close with confidence.

BankLink Plaid Account Monitoring

Live transaction data that keeps your underwriting ahead of the game

Eliminate delays in financial verification. Access live bank data instantly, automate cash flow analysis, and move deals forward with confidence and speed.

Your Platform. Our Experts. One Seamless Launch.

Explore our proven process to launch your platform quickly with total confidence.

Discover the most robust end-to-end lending platform

Brokering

Lender APIs with intelligent matching let you submit clients to the best programs and close at record speed.

Origination

Eliminate bottlenecks with AI-driven workflows that move applications seamlessly from intake to approval.

Sales

Turn leads into fundings faster with smart automation, seamless workflows, and dynamic engagement.

Servicing

Run at peak efficiency with powerful payment scheduling, balance tracking and seamless collections.

Your lending operations, supercharged by the power of the world's #1 CRM, Salesforce.

Start scaling your lending operations today

The Cloudsquare Guarantee

Built with Confidence. Backed by Commitment.

We stand behind the quality and reliability of the Cloudsquare platform.

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