List of Cloudsquare Broker Customers
Woodland Hills, 91367, CA,
United States
Since 2010, our global team of researchers has been studying Cloudsquare Broker customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Cloudsquare Broker for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Cloudsquare Broker for Loan Management include: CapFront, a United States based Banking and Financial Services organisation with 40 employees and revenues of $10.0 million, Berkman Financial, a United States based Banking and Financial Services organisation with 50 employees and revenues of $6.0 million, Fundr, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Cloudsquare Broker, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Cloudsquare Broker customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Berkman Financial | Banking and Financial Services | 50 | $6M | United States | Cloudsquare | Cloudsquare Broker | Loan Management | 2023 | Cloudsquare |
In 2023, Cloudsquare implemented Cloudsquare Broker on Salesforce Sales Cloud for Berkman Financial to originate working capital loans and broker deals to multiple funders across the United States. The deployment targeted Loan Management workflows and embedded Cloudsquare Broker as the primary application for deal origination and brokering within Sales Cloud.
The implementation included Sales/Origination and Brokering capabilities, inferred from the Sales Cloud integration and the case study description. Cloudsquare configured a multi-funder shopping wizard to enable comparative deal placement and implemented a renewal engine to automate renewal routing and lifecycle events, aligning application logic with loan origination pipelines and broker decisioning.
Integrations centered on Salesforce Sales Cloud and the Cloudsquare Broker application, enabling centralized deal records and real time shopping across multiple funders. Operational coverage spanned Berkman Financial sales teams and broker operations across the United States, with the system used to originate working capital loans and to broker deals to multiple funders.
Cloudsquare acted as the implementation partner, delivering configuration, rollout and standardized brokering workflows to govern deal placement and renewals. Outcomes cited in the case study include a 21% reduction in average processing time and a marked increase in closed deals.
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CapFront | Banking and Financial Services | 40 | $10M | United States | Cloudsquare | Cloudsquare Broker | Loan Management | 2022 | Cloudsquare |
In 2022, CapFront implemented Cloudsquare Broker, the Salesforce-native Cloudsquare Broker platform provided by Cloudsquare, to power end-to-end lending operations in the United States. The deployment focused on Loan Management workflows including lead intake, underwriting, submissions, servicing and reporting across CapFront's lending teams.
The implementation configured modules aligned to brokering, origination and servicing, and instrumented underwriting automation, application intake processing, document management and reporting workflows within the Salesforce data model. Cloudsquare Broker's Loan Management capabilities were used to orchestrate automated decisioning rules, loan lifecycle state transitions and structured servicing workflows.
Cloudsquare acted as the implementation partner to deliver the Salesforce-native architecture, integrating Cloudsquare Broker with Salesforce platform services to centralize customer and loan record data and to leverage CRM driven intake. The scope covered CapFront's US lending operations and connected origination and servicing teams through shared objects, automated handoffs and consolidated reporting.
Governance work included configuring workflow ownership, routing rules and reporting structures to support operational scale, with process automation used to accelerate submissions and servicing throughput. The project supported rapid scale and is reported to have contributed to a 40x increase in CapFront's revenue and funding volume, with Cloudsquare Broker serving as the primary Loan Management application.
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Fundr | Banking and Financial Services | 10 | $1M | United States | Cloudsquare | Cloudsquare Broker | Loan Management | 2025 | Cloudsquare |
In 2025 Fundr implemented Cloudsquare Broker, a Salesforce-native lending platform to augment its Loan Management capability. Cloudsquare served as the implementation partner and deployed Cloudsquare Broker to centralize loan origination and processing workflows across Fundr's United States operations.
The implementation configured Cloudsquare Broker's origination and reporting modules, automating application capture to eliminate manual entry and providing institutional-grade reporting across origination and processing. The Salesforce-native architecture enabled native data model mapping and declarative workflow automation to scale application intake and underwriting orchestration.
Cloudsquare implemented the platform natively on Salesforce, integrating Cloudsquare Broker with Fundr's lending record model and CRM processes to centralize application records and reporting. Cloudsquare led the rollout across origination and processing functions, and the deployment drove a reported 3x increase in daily application capacity and a reported 2x increase in monthly fundings.
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