Origination
Automate intake, underwriting, and decisioning to reduce delays, minimize risk, and accelerate funding—all in one streamlined platform.
THINK ABOUT IT
Origination doesn’t have to be your bottleneck. Make it your secret weapon.
The old way of origination costs you deals and wastes valuable time. Automation transforms intake, credit assessments, and underwriting into a seamless experience, accelerating approvals and elevating borrower satisfaction.
Trusted by industry leaders
We highly recommend Cloudsquare to any organization looking for a reliable and responsive partner. Their commitment to excellence and customer care truly sets them apart.
Brian Weiss
VP of Technology
Ready to see Cloudsquare Origination in action?
Welcome to the LOS for next-level lenders.
IntelliParse AI Application Parsing
Extract borrower data instantly with AI-powered application parsing
No more sorting through emails or retyping borrower data. IntelliParse AI-powered parsing extracts, organizes, and imports applications instantly, so you can process more deals faster.
IntelliParse AI Bank Statement Parsing
AI does the heavy lifting on bank statements, so you can approve without delays
More deals shouldn't mean hiring more staff. IntelliParse AI automates bank statement analysis, reducing payroll costs, eliminating human error, and helping you approve deals faster.
Underwriting Management
One screen. Zero confusion. Underwriting made simple.
Say goodbye to tab-hopping. Underwriters get everything they need—docs, data, credit, flags—on one screen for faster, smoother decisions.
DataMerch Database
Protect profits by screening out high-risk applicants instantly
Tap into the industry’s go-to risk database. Built-in DataMerch access lets you screen bad actors and submit your own notes to protect the industry.
Experian Credit
Credit pulls designed to accelerate your funding
Instantly trigger Experian credit pulls, gain immediate borrower insights, reduce manual effort, and accelerate approvals without delays or compliance risks.
Thomson Reuters CLEAR
Uncover risks instantly with automated background checks
Prevent fraud before it happens. Instantly verify borrower identities, detect red flags, and ensure compliance with automated background screening.
Approval Management
Approvals should be fuel for your pipeline—not friction
Deliver sharp, branded approvals fast. Include stipulations, email them directly to ISOs or merchants, and keep every offer organzied and east to act on.
Decision Engine
From submission to pre-approval, automated decisioning starts here
Let Salesforce Flows automate the screening. Pull credit, parse bank data, run background checks, and decline or score deals instantly—no processors needed to touch the file.
Checklist Management
Automate document collection and internal tasks — no two deals are the same
Every loan is unique. Automatically manage borrower document collection and internal action steps with tailored checklists, speeding approvals and reducing errors.
Contract Preparation
No errors, no missing details — contracts built right every time
Manual contract prep creates errors and delays. Automate contract generation, ensure accuracy in borrower details and terms, and finalize contracts with confidence.
e-Signature
Generate, send, and sign contracts without delays or hassle
Generate polished, deal-specific contracts that feel handcrafted—without the manual work. Instantly connect to your preferred e-signature provider to reduce delays and close with confidence.
BankLink Plaid Account Monitoring
Live transaction data that keeps your underwriting ahead of the game
Eliminate delays in financial verification. Access live bank data instantly, automate cash flow analysis, and move deals forward with confidence and speed.
Funding Review
Fund deals with total confidence — every term reviewed and confirmed
Prevent funding errors before they happen. Review, finalize, and confirm every payout and repayment term before money moves, so every deal is funded with total accuracy.
Refinancing
Retain your best borrowers with seamless refinancing
Keep top borrowers in your portfolio. Automate refinancing workflows, generate updated agreements instantly, and offer better terms before competitors step in.
Your Platform. Our Experts.
One Seamless Launch.
Explore our proven process to launch your platform quickly with total confidence.
learn moreDiscover the most robust end-to-end lending platform
Brokering
Lender APIs with intelligent matching let you submit clients to the best programs and close at record speed.
Sales
Turn leads into fundings faster with smart automation, seamless workflows, and dynamic engagement.
Servicing
Run at peak efficiency with powerful payment scheduling, balance tracking and seamless collections.
Integrations
Your lending platform should talk to every system you use. Our prebuilt integrations make that happen.
Your lending operations, supercharged by the power of the world's #1 CRM, Salesforce.
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