Freedom251 › Financial Services CRM Software
Cloudsquare
What Cloudsquare is
Cloudsquare is a Salesforce-native AI lending platform for brokers, lenders, brokerages, and ISOs. It manages lending operations from application through final payment, with broker tools for sales and CRM, deal diligence, lender submissions, offer comparison, commission reconciliation, and renewals. The platform says it has 30 prebuilt lender connections that submit deals by API and return offers, stipulations, and decisions. Its AI features include application capture, cash flow intelligence, file identification, and a lender decision inbox. Business Verify checks U.S. businesses against live Secretary of State and IRS data; the site also lists KYB scoring and principal screening. Cloudsquare can search UCC liens across all 50 states and file and monitor them on deal records. It offers customer, ISO, and syndicator portals, with customer document uploads and payment tracking. Workflows cover revenue-based financing, equipment, business loans, reverse consolidation, and HELOC. Pricing starts at $75 a month per user, and a 15-day trial is available.
Who it suits
Cloudsquare is aimed at lending organizations, including brokers, lenders, brokerages, and ISOs. It may suit teams that want lending workflows and portals on Salesforce.
What it does well
- Includes 30 prebuilt lender connections.
- Supports customer, ISO, and syndicator portals.
- Searches UCC liens across all 50 states.
- Offers a 15-day trial.
What to know first
- Starts at $75 a month per user.
- Platform is built natively on Salesforce.
- Business verification covers U.S. businesses.
Limits
The listed Cloudsquare Broker plan starts at $75 per user per month. The trial lasts 15 days.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Cloudsquare Broker | per user per month · starts at $75 per user per month | $75 a month |
As cloudsquare.io lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Cloudsquare website.
- Start the 15-day trial.
- Choose Cloudsquare Broker, which starts at $75 per user per month.
- Access the cloud platform through web or API.
Verdict
Cloudsquare brings lending operations, integrations, and portals into a Salesforce-native platform. Consider whether its per-user starting price and Salesforce foundation suit your organization.
Questions
How much does Cloudsquare cost?
Cloudsquare Broker starts at $75 per user per month.
Is there a free plan or trial?
A 15-day trial is listed. No free plan is listed in these facts.
Which platforms are available?
The listed platforms are API and web.
What lending workflows does it cover?
Listed workflows include revenue-based financing, equipment, business loans, reverse consolidation, and HELOC.
Does Cloudsquare integrate with other tools?
It is built natively on Salesforce, and Salesforce AppExchange apps for e-signature, telephony, and analytics can be installed.
What security standards does the company cite?
Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls.
Facts from Cloudsquare's own pages
- AI features
- Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox. · cloudsquare.io, 4 Oct 2026
- Broker tools
- Broker features include sales and CRM, deal scrubbing and diligence, lender submissions, offer comparison, commission reconciliation, and renewals. · cloudsquare.io, 4 Oct 2026
- Company history
- A Cloudsquare press release says the company was founded in 2018 as a Salesforce consulting firm. · cloudsquare.io, 4 Oct 2026
- Diligence
- The platform says it can search UCC liens across all 50 states and file and monitor them on the deal record. · cloudsquare.io, 4 Oct 2026
- Founded
- 2018 · cloudsquare.io, 28 Sept 2026
- 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. · cloudsquare.io, 4 Oct 2026
- Industries
- The site lists out-of-the-box workflows for revenue-based financing, equipment, business loans, reverse consolidation, and HELOC. · cloudsquare.io, 4 Oct 2026
- Integrations
- Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed. · cloudsquare.io, 4 Oct 2026
- 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. · cloudsquare.io, 4 Oct 2026
- Portals
- Cloudsquare lists customer, ISO, and syndicator portals; its customer portal supports document uploads and payment tracking. · cloudsquare.io, 4 Oct 2026
- Purpose
- Cloudsquare is a Salesforce-native AI lending platform for brokers and lenders that manages operations from application through final payment. · cloudsquare.io, 4 Oct 2026
- Security
- Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls. · cloudsquare.io, 4 Oct 2026
- Support
- The company says every customer gets an included Cloudsquare Advisor who can help with configuration questions, training, and platform reviews. · cloudsquare.io, 4 Oct 2026
- Who it serves
- Cloudsquare describes its platform as built for lending organizations, including brokers, lenders, brokerages, and ISOs. · cloudsquare.io, 4 Oct 2026
Where Cloudsquare stands on Freedom251
- Financial Services CRM Software#18 of 28