Cloudsquare Broker – Innovative Merchant Cash Advance Software

Keep Ahead of the Competition with Our Flexible, Turn-Key Loan Software for Brokers

- Speed up your time to close
- Streamline communications
- Keep all of your data centralized and easy to access with MCA software
Grow Your Business With Our Intuitive System



Features Tailored to Merchant Cash Advance


- Ready to go, out of the box. No time-consuming or costly customization required. Get started with Salesforce quickly and easily
- Built-in reports and dashboards to see your conversion rates, most important business metrics and ROI


- Customize the CRM to your exact needs without paying a consultant for hundreds of hours of custom work.
- Turn on and off just about any feature in the system, with a handful of clicks
- Create your own global settings


- Digital forms and documents seamlessly connect to Salesforce and attach to the merchant’s account
- Merchant details and funding terms automatically follow the Account all the way through the process
- Automate your routine redundant tasks, and save your team time with Salesforce


- Custom deal stages, tailored to the specific needs of the MCA pipeline
- Distribute your leads based on custom rules and keep them balanced through a Round Robin
- Out of the box email to keep in touch with all your contacts


- Save and store all your lending contacts, ISO’s and funding partners in Salesforce
- Submit application packages to multiple lenders simultaneously
- Track multiple offers and terms from a single location


- Track and monitor receivables and payables
- Quickly identify merchants ready for renewal
- Automated renewal forecasting helps you plan and build a renewal pipeline
- Track paid in percentages


- Input bank statement data to calculate averages
- Track debt with other creditors


- Tap into the marketplace of over 150,000 Salesforce Apps, and get the specialized functionality you need, including e-signature, voice and mobile integration, marketing automation and much more for your Merchant Cash Advance software


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Input terms and track offers
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Specify decline reasons









Cloudsquare Broker Gives You an Advantage Over Your Competition



Why Cloudsquare Broker is the Best Software for Merchant Cash Advance

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.
Success Stories
Horizon Funding Group
CTO at Bankroll
President at Caddie Capital
President at Fundible