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Description

CS Broker gives brokers the leading edge in technology with automated workflows, smart-filtering submission channels, Lender API integrations, and automated renewal forecasting features to make the MCA process more intelligent. 

Description

Lending Manager serves as an innovative AI-driven solution for loan origination and servicing, aimed at streamlining the lending experience for lenders, brokers, and financial entities. Leveraging the powerful Salesforce platform, it automates vital processes such as application intake, underwriting, risk evaluation, and compliance checks. Featuring more than 175 API integrations and smooth connectivity with third-party services, it facilitates rapid, secure, and informed lending decisions. By minimizing manual workload, lowering expenses, and improving the borrower’s experience, it provides a comprehensive solution for all lending needs. This multifaceted tool not only enhances operational efficiency but also supports a more user-friendly approach to managing loans.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Mailchimp Yes 
Plaid Yes 
Salesforce Yes 

Integrations

Docusign No 
Mailchimp No 
Plaid No 
Salesforce No 

Pricing Details

75
Free Trial No 
Free Version No 

Pricing Details

$75/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cloudsquare

Founded

2017

Country

United States

Website

cloudsquare.io

Vendor Details

Company Name

CloudMaven, Inc

Founded

2015

Country

United States

Website

www.cloudmaveninc.com/products/lending-manager

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing No 
Online Application No 

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management No 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans No 
Collateral Tracking No 
Collections Management No 
Compliance Management No 
Construction Loans No 
Customer Database No 
Fee Management No 
Investor Management No 
Loan Processing No 
Student Loans No 

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