Take the Guesswork out of Who to Submit to!
- Submit deals faster
- Reduce data entry errors
- Take the guesswork out of who to submit to
In-Depth Insights and Greater Transparency for Your Business
Features that Get Smarter with Each Submission
- Track what deals are being rejected by your lenders or which deals are returning offers
- Detailed offer history for each lender
- Adjustable lender criteria scoring model can be used to improve decision acceptance rates over time
- Submit can be tailored to your company’s needs across any lending industry
- Independently manage different lending verticals in parallel
- Easily submit the same deal for different products
- Product-specific granular control over lender submission profiles
- Meets the needs of a business of any size
- It easily works alongside any other AppExchange product or customization a customer may already be using
- Submit deals to multiple lenders quickly and with only a few clicks
- Easily configurable data mapping eliminates submission errors
- Automated logic to calculate Filter Criteria helps processors decide which lenders to submit to
- Sales Reps can easily review and send offer details to customers
- No need for double entry; when an offer is selected, all information on the offer terms can automatically update the deal record
- Comprehensive administrative app giving our customers control of the submit app without having to do any coding
- Assign permission sets to users to manage access to ensure they see only what’s relevant to them
Accelerate Your Lender Submission Process with CS Submit!
The Smartest Choice for Optimizing Your Submissions Processes
Cloudsquare Submit is a continuously self-improving system, getting smarter and more efficient with each submission made, presenting you with all available options and doing it all through automated workflows. And the best part is that implementing this game-changing tool is a breeze. CS Submit offers you:
- A rapid 2—3-week setup time to Go-Live
- Immediate relief from manual processing errors
- Increase overall efficiency.
Experience the future of submissions management today with CS Submit, and unlock a world of unparalleled convenience, accuracy, and growth for your brokerage business.