Woodland Hills, 91367, CA,
United States
Cloudsquare
Cloudsquare, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Cloudsquare collaboration with software players such as Cloudsquare empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| Cloudsquare | Cloudsquare | Cloudsquare Broker | Loan Management | ERP Services and Operations |
| Cloudsquare | Cloudsquare | Cloudsquare Lend | Loan Management | ERP Services and Operations |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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1st Alliance Group | Banking and Financial Services | 10 | $1M | United States | Cloudsquare | Cloudsquare Lend | Loan Management | 2024 |
In 2024 1st Alliance Group implemented Cloudsquare Lend to power its merchant cash advance operations. Cloudsquare Lend, categorized as Loan Management, centralized application intake, underwriting, credit pulls, document management and ACH collections to support origination through servicing workflows.
The deployment focused on configuring origination, underwriting and servicing modules, including automated decisioning and document workflows to accelerate application throughput. Functional capabilities implemented included automated credit pulls, digital document management for underwriting, ACH collections orchestration and workflow automation for back office servicing.
Cloudsquare served as the implementation partner and the rollout targeted U.S. merchant cash advance operations, aligning the Loan Management application with sales, underwriting and collections teams. Integrations described in the implementation included embedded credit pull processes and ACH collection channels as part of the operational stack without naming external providers.
Governance changes emphasized centralized workflow ownership and automated underwriting rules to reduce manual handoffs, with role-based access controls for document and payment processing. The U.S. implementation reportedly delivered a 3X increase in monthly fundings and a 90% boost in operational efficiency for 1st Alliance Group after Cloudsquare Lend went live.
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Berkman Financial | Banking and Financial Services | 50 | $6M | United States | Cloudsquare | Cloudsquare Broker | Loan Management | 2023 |
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 Lend | Loan Management | 2021 |
In 2021, CapFront engaged Cloudsquare to deploy Cloudsquare Lend as its Loan Management platform to run the full alternative lending lifecycle. Cloudsquare delivered the implementation in the United States, acting as both vendor and system integrator to centralize lead intake through servicing for the 40 person specialist lender.
The Cloudsquare Lend implementation configured modules for lead intake and origination, underwriting, submissions and brokering workflows, servicing, and operational reporting. Cloudsquare Lend was used to instrument loan origination flows, credit decisioning and underwriting processes, broker submissions and servicing case management, and end to end portfolio reporting consistent with Loan Management functional terminology.
Deployment emphasized a cloud based architecture that preserved security and flexibility while embedding application level controls into underwriting and servicing operations. Cloudsquare operated as the implementation partner, integrating Cloudsquare Lend into CapFront operational processes across sales and broker channels, underwriting, and servicing teams in the United States.
Governance was recast around centralized underwriting rules, submission workflow controls, and standardized reporting to support alternative lending operations. The project produced a reported 40X increase in revenue and funded volume according to the vendor case study, while maintaining the security and operational flexibility required for a regulated lending business.
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Banking and Financial Services | 40 | $10M | United States | Cloudsquare | Cloudsquare Broker | Loan Management | 2022 |
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Banking and Financial Services | 10 | $1M | United States | Cloudsquare | Cloudsquare Lend | Loan Management | 2022 |
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Banking and Financial Services | 10 | $1M | United States | Cloudsquare | Cloudsquare Broker | Loan Management | 2025 |
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Buyer Intent: Companies Evaluating Cloudsquare Services
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