Cloudsquare Broker Launches Fall '24 Update: Enhancing Automation and Efficiency for Small Business Lending Brokers

Cloudsquare Unveils Fall '24 Release of Cloudsquare Broker, Elevating Lending Technology for Small Business Brokers

Los Angeles, CA – November 12, 2024 – Cloudsquare, a leader in lending technology innovation, is excited to announce the Fall '24 release of Cloudsquare Broker, its powerful CRM solution tailored for small business lending brokers. This latest update introduces groundbreaking features that streamline deal management, enhance productivity, and provide greater visibility and control over lending operations.

Transforming Small Business Lending for Brokers

The Fall '24 release of Cloudsquare Broker addresses key challenges faced by lending brokers by introducing tools designed to automate processes, increase transparency, and improve workflow efficiency. These updates meet the growing demand for comprehensive, adaptable solutions that can scale alongside business growth.

New Features in the Fall '24 Release:

• Notification Management: Stay on top of deal milestones with customizable, no-code triggers and real-time alerts, ensuring critical updates are never missed.

• Enhanced Lender API File Submissions: Gain full transparency with individual status tracking, allowing brokers to monitor each file's progress and resubmit swiftly when needed.

• Advanced Workflow Enhancements: Optimize the submission user experience with targeted improvements that empower teams to manage submissions with greater control and speed, boosting overall operational efficiency.

"Our team has worked tirelessly to deliver features that align with our customers' needs for automation, efficiency, and adaptability," said Jeffrey Morgenstein, CEO of Cloudsquare. "The

Fall '24 release of Cloudsquare Broker demonstrates our dedication to empowering small business lending brokers by providing tailored solutions built on Salesforce."

Availability

The Fall '24 update is now available for all existing Cloudsquare Broker users. New customers can explore the update's full capabilities through tailored demos and consultations.

For more information about the Cloudsquare Broker Fall '24 release or to schedule a demo, please visit Cloudsquare.

About Cloudsquare

Cloudsquare is an end-to-end lending platform powered by Salesforce, offering unparalleled flexibility and innovation for lenders and brokers. Committed to optimizing lending processes through cutting-edge technology, Cloudsquare delivers robust, scalable solutions that empower clients to achieve greater efficiency and growth. Recognized as an industry leader, Cloudsquare has earned a spot on the Inc. 5000 list of America's fastest-growing companies and consistently receives top ratings on platforms like Salesforce AppExchange, G2, Clutch, and Manifest.

Media Contact:

Cloudsquare MarketingEmail: marketing@cloudsquare.io