# Cloudsquare Broker Software Reviews, Demo & Pricing - 2026 > Review of Cloudsquare Broker Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/loan-origination/brokersuite-profile --- [Home](https://www.softwareadvice.com/) / [Loan Origination Software](https://www.softwareadvice.com/loan-origination/) / Cloudsquare Broker Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Cloudsquare Broker 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Cloudsquare Broker No reviews yet Pricing Starting at $75.00 per month Top Alternatives ### 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 User Interface ## Popular Cloudsquare Broker Alternatives Main Product Cloudsquare Broker No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Starting at $75.00 per month Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(285)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.70Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Alternative Product [TaskSuite](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/) 4.8 [(6)](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.50Value for money - 4.33Customer support - 4.83Functionality Pricing Available upon request Alternative Product [LOAN SERVICING SOFT](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/) 5.0 [(14)](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/reviews/) Ratings Breakdown - 4.92Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $500.00 per month Alternative Product [HES LoanBox](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/) 4.9 [(35)](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/#reviews) Ratings Breakdown - 4.91Ease of use - 4.88Value for money - 4.97Customer support - 4.91Functionality Pricing Starting at $75000.00 per year Alternative Product [LendingWise](https://www.softwareadvice.com/loan-origination/lendingwise-profile/) 4.6 [(72)](https://www.softwareadvice.com/loan-origination/lendingwise-profile/reviews/) Ratings Breakdown - 4.44Ease of use - 4.46Value for money - 4.53Customer support - 4.38Functionality Pricing Starting at $149.00 per month ## 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 ## Cloudsquare Broker Integrations Titan Forms Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review ## Cloudsquare Broker User Reviews No Reviews Yet Be the first to review Cloudsquare Broker ## See what companies are saying about Software Advice