---
description: Review of Cloudsquare Broker Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Cloudsquare Broker | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Loan Origination Software](/directory/4557/loan-origination/software) > [Cloudsquare Broker](/software/285599/brokersuite)

# Cloudsquare Broker

Canonical: https://www.softwareadvice.ie/software/285599/brokersuite

> Cloudsquare Broker is the most customizable and effective MCA Software on Salesforce, built specifically for brokers in Small Business Lending and Merchant Cash Advance.

Try it now risk free, with a 90-day free trial.

CS Broker helps you get started with Salesforce without the time or hassle of building a custom system while still being flexible enough to accommodate your cash advance business’s specific needs.
\*Speed up your time to close
\*Streamline communications
\*Keep all of your data centralized and easy to access with MCA software

End-To-End Solution
Created specifically to meet the needs of MCA Brokers and ISO’s, the Cloudsquare Broker Loan Origination System manages the entire Origination process, from new lead to deal renewal and everything in between.

Intelligent Technology
Built on Salesforce, this MCA software gives Brokers the leading edge in technology. Automated workflows, smart-filtering submission channels, Lender API integrations, and automated renewal forecasting are some of the features that make the MCA process more intelligent.

Infinitely Scalable
Seamlessly integrate 3rd party apps, connect to your marketing platform, and customize just about any feature in the LOS with a handful of clicks. Whether you have 1 rep or 100, Cloudsquare Broker is ready to grow with you.

Some essential features include:
\* Turn-key software - ready to go
\* Clicks-not-Code Design 
\* Automated Applications \& Workflows
\* Leads and Pipeline Management
\* Submission Channel
\* Renewals Management \& Forecasting
\* Bank Statement \& Debt Management
\* 3rd Party App Integrations
\* Offer Management

Track The Pipeline
Close More Deals
Grow the Business

Easily Customizable
Cloudsquare Broker offers Brokers more out-of-the-box customization options than any other MCA software. Our custom settings pages allow you to thoroughly configure the system to meet your unique business needs, all with just a handful of clicks. No complex APEX knowledge or coding classes required.

Turn-key System for Fast Rollout
Unlike other LOS options on the market, which are only software frameworks and often require hundreds of hours of custom work to use, Cloudsquare Broker is a turn-key solution that allows Brokers to be up and running on Salesforce in a matter of weeks, saving your business hundreds of hours of development time.

Built and Vetted by Industry Experts
Over a decade of experience and feedback from hundreds of industry veterans has gone into Cloudsquare Broker’s intuitive interface, making it easy for everyone, from new hires to experienced brokers, to use the system, even with little training.

Close More Deals 
Closing a deal is all about speed, efficiency, and providing quality service. Brokers need to be able to respond to merchants and lenders quickly, have all the necessary details readily available and keep everything bundled together in an organized, meaningful way. From streamlined applications to easy storage of merchant details and intelligent submission options, Cloudsquare Broker speeds up the process and helps them close more deals.

Grow the Business
It takes more than just revenue to grow in business. A competitive advantage over the competition can mean the difference between stagnation and growth. Cloudsquare Broker’s unique customization tools, combined with the power and scalability of the Salesforce platform and ecosystem, allow MCA businesses to continually upgrade their systems. By tapping into new technologies as they come on the market, Cloudsquare Broker can adapt without needing an extensive overhaul or reboot. Cloudsquare Broker Loan Origination System is natively ready to enable growth.

Track The Pipeline 
Maintaining, managing, and growing a quality pipeline is essential to any business. Cloudsquare Broker’s (innovative MCA software) built-in lead flow seamlessly transitions from one stage to another. Conversation details, stage notes, follow-up reminders, assigned tasks, and anything else a sales rep may need.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: Cloudsquare
- **Founded**: 2017

## Commercial Context

- **Starting Price**: US$75.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Licenses are billed annually. Implementation Services from USD 7,500.00, depending on licenses quantity
- **Target Audience**: 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Automated Decisioning/Underwriting
- Client Management
- Client Portal
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Management
- Customer Database
- Customer Management
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Data Import/Export
- Digital Signature
- Document Management

## Integrations (2 total)

- Docusign
- Titan Forms

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Loan Origination Software](https://www.softwareadvice.ie/directory/4557/loan-origination/software)

## Alternatives

1. [nCino’s Mortgage Suite](https://www.softwareadvice.ie/software/173731/simplenexus) — 4.8/5 (126 reviews)
2. [LendingWise](https://www.softwareadvice.ie/software/76638/lendingwise) — 4.6/5 (72 reviews)
3. [Mortgage Automator](https://www.softwareadvice.ie/software/211774/mortgage-automator) — 4.9/5 (112 reviews)
4. [BNTouch Mortgage CRM](https://www.softwareadvice.ie/software/127795/bntouch) — 4.5/5 (95 reviews)
5. [The Mortgage Office](https://www.softwareadvice.ie/software/84138/the-mortgage-office) — 4.8/5 (285 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/285599/brokersuite)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/loan-origination/brokersuite-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/285599/brokersuite> |
| en-GB | <https://www.softwareadvice.co.uk/software/285599/brokersuite> |
| en-IE | <https://www.softwareadvice.ie/software/285599/brokersuite> |
| en-NZ | <https://www.softwareadvice.co.nz/software/285599/brokersuite> |

-----

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Our custom settings pages allow you to thoroughly configure the system to meet your unique business needs, all with just a handful of clicks. No complex APEX knowledge or coding classes required.\n\nTurn-key System for Fast Rollout\nUnlike other LOS options on the market, which are only software frameworks and often require hundreds of hours of custom work to use, Cloudsquare Broker is a turn-key solution that allows Brokers to be up and running on Salesforce in a matter of weeks, saving your business hundreds of hours of development time.\n\nBuilt and Vetted by Industry Experts\nOver a decade of experience and feedback from hundreds of industry veterans has gone into Cloudsquare Broker’s intuitive interface, making it easy for everyone, from new hires to experienced brokers, to use the system, even with little training.\n\nClose More Deals \nClosing a deal is all about speed, efficiency, and providing quality service. 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