Cloudsquare Broker

Cloudsquare Broker is a Merchant Cash Advance (MCA) software designed specifically for brokers in the Small Business Lending and Merchant Cash Advance industry. According to the vendor, this software aims to streamline the loan origination process, increase productivity, and maximize ROI for MCA brokers and ISOs. The target audience for this software includes small to medium-sized businesses in the MCA industry, as well as professionals in MCA brokering, ISOs, small business lending, merchant cash advance, and financial services.

Key Features

Turn-key Merchant Cash Advance CRM: According to the vendor, Cloudsquare Broker offers a ready-to-use CRM solution specifically tailored for MCA brokers, reducing the need for customization.

Built-in reports and dashboards: The software provides built-in reports and dashboards that offer insights into conversion rates, business metrics, and ROI, helping brokers make data-driven decisions.

Clicks-not-Code Design: The vendor claims that Cloudsquare Broker offers extensive customization options without the need for complex APEX knowledge or coding.

Automated Applications & Workflows: The software automates workflows to streamline the MCA application process, reducing manual effort and increasing efficiency.

Leads and Pipeline Management: Cloudsquare Broker tracks and manages leads throughout the sales pipeline, providing a centralized platform for lead nurturing and detailed tracking.

Submission Channel: According to the vendor, the software offers smart-filtering submission channels for efficient lead management and automated lead distribution.

Renewals Management & Forecasting: Cloudsquare Broker manages the renewal process, from tracking renewal dates to automating renewal forecasting for effective planning.

Bank Statement & Debt Management: The software simplifies the collection and organization of bank statements and debt information, facilitating accurate assessment and analysis of financial data.

3rd Party App Integrations: According to the vendor, Cloudsquare Broker seamlessly integrates with third-party applications, allowing brokers to connect to preferred marketing platforms and leverage additional tools.

Offer Management: The software provides efficient offer management capabilities, enabling brokers to create, track, and manage offers accurately and in a timely manner.