Cloudsquare Broker 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
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Overview

Cloudsquare Broker

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Pricing

Starting at $75.00 per month

About Cloudsquare Broker

Cloudsquare Broker is the most customizable and effective MCA Software on Salesforce, built specifically for brokers in Small Business Lending and Merchant Cash Advance.

Try it now risk free, with a 90-day free trial.

CS Broker helps you get started with Salesforce without the time or hassle of building a custom system while still being flexible enough to accommodate your cash advance business’s specific needs.
*Speed up your time to close
*Streamline communications
*Keep all of your data centralized and easy to access with MCA software

End-To-End Solution
Created specifically to meet the needs of MCA Brokers and ISO’s, the Cloudsquare Broker Loan Origination System manages the entire Origination process, from new lead to deal renewal and everything in between.

Intelligent Technology
Built on Salesforce, this MCA software gives Brokers the leading edge in technology. Automated workflows, smart-filtering submission channels, Lender API integrations, and automated renewal forecasting are some of the features that make the MCA process more intelligent.

Infinitely Scalable
Seamlessly integrate 3rd party apps, connect to your marketing platform, and customize just about any featur...

e in the LOS with a handful of clicks. Whether you have 1 rep or 100, Cloudsquare Broker is ready to grow with you. Some essential features include: * Turn-key software - ready to go * Clicks-not-Code Design * Automated Applications & Workflows * Leads and Pipeline Management * Submission Channel * Renewals Management & Forecasting * Bank Statement & Debt Management * 3rd Party App Integrations * Offer Management Track The Pipeline Close More Deals Grow the Business Easily Customizable Cloudsquare Broker offers Brokers more out-of-the-box customization options than any other MCA software. 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. Turn-key System for Fast Rollout Unlike other LOS options on the market, which are only software frameworks and often require hundreds of hours of custom work to use, Cloudsquare Broker is a turn-key solution that allows Brokers to be up and running on Salesforce in a matter of weeks, saving your business hundreds of hours of development time. Built and Vetted by Industry Experts Over a decade of experience and feedback from hundreds of industry veterans has gone into Cloudsquare Broker’s intuitive interface, making it easy for everyone, from new hires to experienced brokers, to use the system, even with little training. Close More Deals Closing a deal is all about speed, efficiency, and providing quality service. Brokers need to be able to respond to merchants and lenders quickly, have all the necessary details readily available and keep everything bundled together in an organized, meaningful way. From streamlined applications to easy storage of merchant details and intelligent submission options, Cloudsquare Broker speeds up the process and helps them close more deals. Grow the Business It takes more than just revenue to grow in business. A competitive advantage over the competition can mean the difference between stagnation and growth. Cloudsquare Broker’s unique customization tools, combined with the power and scalability of the Salesforce platform and ecosystem, allow MCA businesses to continually upgrade their systems. By tapping into new technologies as they come on the market, Cloudsquare Broker can adapt without needing an extensive overhaul or reboot. Cloudsquare Broker Loan Origination System is natively ready to enable growth. Track The Pipeline Maintaining, managing, and growing a quality pipeline is essential to any business. Cloudsquare Broker’s (innovative MCA software) built-in lead flow seamlessly transitions from one stage to another. Conversation details, stage notes, follow-up reminders, assigned tasks, and anything else a sales rep may need.

Cloudsquare Broker Screenshots

Cloudsquare Broker Pricing and Plans

Starting price: $75.00 per month

Free Trial

Free Version

Basic

$75.00

per user, per month

No plan information available

Cloudsquare Broker Features

Popular features found in Loan Origination
Audit Trail
Automated Decisioning/Underwriting
Compliance Management
Customer Management
Electronic Signature
Financial Analysis
Loan Management
Loan Portfolio Management
Online Applications
Payment Collection
Workflow Management
More features of Cloudsquare Broker
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Client Management
Client Portal
Communication Management
Configurable Workflow
Contact Management
Customer Database
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Management
Document Storage
Document Templates
Electronic Payments
Financial Management
Lead Management
Loan Processing
Multi-Company
Pipeline Management
Real-Time Reporting
Reminders
Reporting & Statistics
Rules-Based Workflow
Secure Data Storage
Status Tracking
Task Management
Task Scheduling
Template Management
Third-Party Integrations