Cloudsquare Broker Reviews & Product Details

Cloudsquare Broker is a turnkey Loan Origination Software (LOS) for Brokers to start using Salesforce without the hassle of building a custom system but flexible enough to accommodate any business's specific needs. Our highly intuitive LOS provides MCA Brokers with everything they need to track their pipeline and close deals faster.  This pre-built solution saves your business hundreds of hours of development time, so you can be ready to go in a month rather than half a year. Additionally, Cloudsquare Broker offers Brokers more out-of-the-box customization options than any other LOS. Our custom settings pages allow you to thoroughly configure the system to meet your unique business needs, all with just a handful of clicks. No complex APEX knowledge or coding classes required.  Features : Turn-key LOS: - Ready to go, out of the box. No time-consuming or costly customization required. Get started with Salesforce quickly and easily. - Built-in reports and dashboards to see your conversion rates, most important business metrics, and ROI.  Custom Settings Page: - Turn on and off just about any feature in the system, with a handful of clicks. - Create your own global settings. - Customize the LOS to your exact needs without paying a consultant for hundreds of hours of custom work. Automated Applications & Workflows: - Digital forms and documents seamlessly connect to Salesforce and attach to the merchant's Account. - Merchant details and funding terms automatically follow the Account all the way through the process. - Automate your routine redundant tasks and save your team time with Salesforce.  Leads and Pipeline Management: - Custom deal stages, tailored to the specific needs of the MCA pipeline.  - Distribute your leads based on custom rules and keep them balanced through a Round Robin.  - Out-of-the-box email to keep in touch with all your contacts.  Submission Channel : -Save and store all your lending contacts, ISOs, and funding partners in Salesforce. - Submit application packages to multiple lenders simultaneously. - Track multiple offers and terms from a single location.  Commissions Module & Renewals : - Track and monitor receivables and payables.  - Quickly identify merchants ready for renewal.  - Automated renewal forecasting helps you plan and build a renewal pipeline.  3rd Party App Integrations: - Tap into the marketplace of over 150,000 Salesforce Apps, and get the specialized functionality you need, including e-signature, voice and mobile integration, marketing automation, and much more.