Automated Loan Servicing Software
Run servicing on autopilot. Automate payments, manage agreements, track fees, and eliminate the manual work that slows down collections.
THINK ABOUT IT
The fastest-growing lenders don’t manage servicing manually. Try our Loan Servicing Software
Disorganized payments lead to cash flow issues, regulatory risks, and lost revenue. Automate loan servicing to eliminate errors, prevent delinquencies, and ensure every agreement is on track.
Trusted by industry leaders
Cloudsquare is intuitive, highly customizable, and has streamlined operations. The seamless integration and robust reporting features have saved us time and improved decision making.
Aloni Matzon
Managing Member
Agreement Management
From disbursement to final payment, track repayments in real time
Know exactly where every agreement stands. Automate balance tracking, monitor repayments, and eliminate errors so servicing is always precise and error-free.
ACH Processing
Seamless ACH processing powered by the industry’s top providers.
Integrated with the best in ACH processing, so your transactions stay secure, compliant, and completely automated.
Transaction Ledger
See it all — track debits, credits, and running balances with precision
No more guessing how balances are calculated. Get full transparency into agreement history with a ledger that tracks every payment, adjustment, and settlement.
Payment Schedules
The only payment schedule built to manage itself — set it and forget it
Stop babysitting payment schedules. Automate activation, adjust terms in real time, and ensure every borrower stays on track, without you ever having to monitor them.
Commissions
Automate commission payouts and keep reps and partners paid—on time, every time
Save time, reduce errors, and strengthen partner trust with automated commission payouts you never have to second guess.
Returns & Fee Management
Ensure every fee, return, and delinquency is handled without delays
Never lose revenue to missed fees or failed payments. Automate returns, delinquency tracking, and fee management based on return codes to ensure every transaction is handled accurately properly.
Collections
Less chaos. More clarity. Total control over collections.
Give your team the structure they need. Centralized cases, dashboards, queues, reply tracking, borrower visibility, and auto-escalation—built to scale without the mess.
Promise to Pay
No more broken promises lost in emails or stickies—track and resolve every commitment
Reps schedule repayment promises, track upcoming payments, and monitor status from one dashboard. Fulfilled? Auto-resolved. Missed? Flagged for follow-up.
Modifications
Create new payment schedules with audit trails and escalation paths
Modify repayment plans without messy workarounds. Send changes for approval, track them in the system, and escalate cases if promises are broken again.
Fee Waivers
Provide an excellent borrower experience with flexible fee waivers
Workarounds for reducing fees and accounting for them are a thing of the past. Waive fees for any amount and track fee revenue in real time.
Agreement Performance
Monitor aging, repayment pace, and paydown percentages instantly
Track every agreement’s health with real-time KPIs. Monitor delinquency aging, repayment pace, and payoff percentage, so you know exactly where every deal stands.
Statements
Eliminate borrower confusion with transparent, automated statements
Give borrowers the clarity they need. Generate statements that show every transaction, fee, and running balances —customizable, automated, and sent instantly via email or PDF
Accounting Subledger
The accounting solution built to keep up with your growing portfolio
Track every dollar with a fully integrated accounting subledger. Automate journal entries, disbursements, and payments, so your financials stay accurate and audit-ready.
Expense Tracking
Track every servicing expense, from return fees to collections
No more hidden servicing costs. Track every agreement cost, return charge, and servicing expense in real time—so financial reporting stays transparent and accurate.
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.
Origination
Eliminate bottlenecks with AI-driven workflows that move applications seamlessly from intake to approval.
Sales
Turn leads into fundings faster with smart automation, seamless workflows, and dynamic engagement.
Powered by
Your lending operations, supercharged by the power of the world's #1 CRM, Salesforce.
Learn More
Discover the most robust end-to-end lending platform
Origination
Eliminate bottlenecks with AI-driven workflows that move applications seamlessly from intake to approval.
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.
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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