We’re excited to announce the New CS Lend 4.0 Fuji— From IntelliParse to commission automation, this release delivers the AI tools and automation you need to streamline your loan management process and scale faster.
About Cloudsquare
Cloudsquare is a leading technology company specializing in Salesforce-based solutions for the lending industry. We combine innovation, expertise, and deep industry knowledge to help our clients scale faster, streamline operations, and achieve their business goals. From consulting services to custom-built platforms, Cloudsquare transforms how companies lend, sell, and grow.
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What’s New in CS Lend 4.0 Fuji
IntelliParse: AI-Powered Document Processing
Powered by Heron Data, IntelliParse transforms how your intake and process documents:
- Extracts data from PDFs (applications, bank statements) automatically.
- Converts unstructured data into actionable Salesforce records.
- Categorizes files and summarizes financial data—like revenue, deposits, NSF, and more.
- Supports automation via Flow or Apex to submit documents and retrieve parsed results.
Bonus: IntelliParse now includes an Opportunity component, allowing direct uploads from the record page.
DataMerch Integration: Enhanced Merchant Verification
A seamless native integration within CS Lend to improve underwriting and reduce risk:
- Search merchants by EIN or legal name and view matching records.
- Add notes like “Default Account” or “Slow Pay.”
- Create and update merchant records directly from Salesforce platform.
You can now strengthen fraud prevention, accelerate risk assessments, and avoid switching between platforms during underwriting.
Commission Module – Automate ISO & Partner Payments
Track, calculate, and manage commissions effortlessly:
- Build flexible payout structures.
- Automatically group payments and generate ACH-ready remittance files.
- Gain real-time insights into partner commissions.
- Ensure transparency and eliminate manual calculation errors.
Say goodbye to spreadsheets and manual reconciliation. This tool saves time, reduces risk of error, and improves your relationships with ISOs and brokers—critical for any efficient loan management process.
File Management Enhancements
Easily organize and categorize documents:
- Attribute files (e.g., bank statements, applications, IDs) with enhanced metadata.
- Speed up review and reduce time spent locating documents.
- Supports IntelliParse file classification automatically.
Document-heavy workflows are now easier to manage, with less time spent organizing or searching for files—especially at scale.
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CS Lend Release Notes
To explore all the enhancements, feature upgrades, and fixes, check out the full CS Lend 4.0 Fuji in our Knowledge Base. You’ll find detailed documentation on configuration, usage, and best practices—as well as a list of minor improvements and resolved bugs that continue to optimize platform stability and performance.
📖 View the CS Lend 4.0 Fuji Release Notes
The CS Lend 4.0 Fuji isn’t just an upgrade—it’s a leap into the future of AI-powered lending. Designed to supercharge speed, precision, and decision-making, this release puts advanced automation and intelligence directly into your workflow
Let us help you take the next step in modernizing your loan management process!
FAQs
Q1: What is IntelliParse in CS Lend?
IntelliParse is an AI-powered document parser that extracts and structures data from borrower applications and bank statements, reducing manual data entry and accelerating underwriting.
Q2: How does CS Lend help automate ISO commissions?
The new Commission Module automates partner payouts, generates ACH remittance files, and eliminates errors from manual calculation or reconciliation.
Q3: Can I integrate third-party verification tools with CS Lend?
Yes. The Spring 2025 release includes a native DataMerch integration for instant merchant verification directly within Salesforce.
Q4: Is IntelliParse available for all CS Lend users?
IntelliParse is available to all CS Lend users on the latest release version. Reach out to your Customer Success Manager to confirm eligibility.
