Cloudsquare

10 reviews

Cloudsquare is a registered Salesforce consulting partner, headquartered in Los Angeles, and brings over 10 years of combined Salesforce experience across a variety of industries and Salesforce products.

Thomson Reuters CLEAR Salesforce Integration

1 review

Locate, identify, and connect the facts you need all within Salesforce. Organizations can confidently verify identities, detect fraud risks, and easily conduct comprehensive research on subjects and businesses. With transparent and wholistic data, the analyst or investigator can stay within one tool and work cases in minutes, which used to take them hours.

Cloudsquare Checklist

0 reviews

Gather your customer's personal and financial information in Salesforce. Cloudsquare Checklist acts as your memory so you do not have to worry about collecting every single document required to complete a guided process. With The Checklist, you know exactly which documents are missing. Ensure complete data entry: Your organization will be able to implement a series of checkpoints, at different Opportunity stages, to make sure that your users are entering clean data that is standardized and complete.

Cloudsquare Credit

0 reviews

Cloudsquare Credit provides you with access to single, dual, and tri-merge credit reports. Our application enables Experian, Equifax, and Transunion real time data, and is all ran through Factual Data.

Cloudsquare Lend

0 reviews

Cloudsquare Lend is a premier loan origination system built natively on the Salesforce platform for ISOs/Brokers, lenders, businesses working with funding loans, servicing, underwriting, or syndicating alternative business lending. Accelerate your business, work on the reporting, streamline your underwriting, servicing, and syndicating needs, as well as your referral source management, and get a holistic view of how your business is doing. Following the Salesforce methodology, FundSuite was designed in a dynamic way, easy to configure so you can determine what is best for your business, allowing for a more efficient workflow. Cloudsquare Lend is built on the Salesforce platform, and is easy to configure. It was designed in a dynamic way where nothing is hardcoded; this allows your business to change almost any setting you can think of and determine what is best for your business. There is NO need to write APPEX or code to change the configuration, just a point-and-click setup. You can configure everything within the setting page, just like the Salesforce methodology.

Cloudsquare BankLink

0 reviews

Authenticate bank accounts instantly to get a snapshot of your customers finances. Plaid Hero is an app built natively on the Salesforce platform that provides an easy-to-use user interface enabling underwriters to perform risk analysis and make accurate credit decisions. FinServ companies can now have their customers instantly authenticate bank accounts, gain access to customer bank account data across 11,000 institutions worldwide, see transactional data up to 24 months, auto-summarize the most important key metrics, and auto-calculate balances as additional transactions are fed.