--- title: "Cloudsquare Broker Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Cloudsquare Broker Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/180221/BrokerSuite/" page_type: "product" language: "en" --- # Cloudsquare Broker Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Cloudsquare Broker ## What is Cloudsquare Broker? Cloudsquare Broker Merchant Cash Advance CRM allows Brokers to get started with Salesforce without the time or hassle of building a custom system while still being flexible enough to accommodate any business's specific needs. Our highly intuitive, turnkey CRM, built on Salesforce, provides an MCA Broker with everything they need to track their pipeline, close more deals, and grow their business. Ideal for any ambitious broker or lender. ## What is Cloudsquare Broker used for? [Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $75 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Cloudsquare Broker?[Manage this product listing](https://www.g2.com/products/cloudsquare-broker/claim_requests/new?auto=true) ## Cloudsquare Broker Overview Updated September 2026 AI summary Cloudsquare Broker is a cloud-based loan origination solution for small businesses, supporting end-to-end loan processing with features like automated underwriting, compliance management, customer and contact management, document management, and online applications. It includes workflow, loan, and portfolio management, offers integrations for e-signature and form workflows, and runs on web and major operating systems. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Cloudsquare Broker 0.0 VS. [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price $75 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (72) Value For Money 0.0 (0) Value For Money 4.7 (63) Customer Service 0.0 (0) Customer Service 4.8 (68) ## Cloudsquare Broker alternatives [LendingWise](https://www.capterra.com/p/166706/LendingWise/) [4.6 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Starting price $149.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/166706/LendingWise/) Highest Rated [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) [4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/191761/Mortgage-Automator/) [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) [4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) Starting price $165.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/37032/BNTouch/) [DigiFi](https://www.capterra.com/p/184799/DigiFi/) [4.9 (7)](https://www.capterra.com/p/184799/DigiFi/#reviews) Starting price $1995.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184799/DigiFi/) ## FAQs about Cloudsquare Broker Overview ### What company size and specific industries is Cloudsquare Broker built for? Cloudsquare Broker is designed for financial services companies, including firms in alternative lending and merchant cash advance. The vendor description does not specify a company size, so the product appears aimed at organizations in these sectors rather than a particular small, mid-market, or enterprise segment. Features and Usability ### What are the key features of Cloudsquare Broker? Cloudsquare Broker offers loan management, loan processing, and loan portfolio management, along with client management, contact management, and lead management. It also includes online applications, automated decisioning/underwriting, approval process control, document management, electronic signature, reporting, workflow management, and third-party integrations. Integrations ### Which third-party tools and platforms does Cloudsquare Broker integrate with? Cloudsquare Broker integrates with Docusign and Titan Forms for document signing and form workflows. These integrations cover two third-party platforms, giving the product basic connectivity for agreement management and data capture within related sales and operations processes. Getting Started and Support ### What training and onboarding options does Cloudsquare Broker offer? Cloudsquare Broker provides live online sessions, webinars, documentation, and videos to support training. Live online sessions and webinars can guide teams through setup and configuration, while documentation and videos give users written and visual reference materials for self-paced learning and review. Getting Started and Support ### What customer support options does Cloudsquare Broker offer? Cloudsquare Broker provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. No reviewer feedback is available about support quality, response times, or helpfulness, so user experience with these channels cannot be assessed from the provided catalog data. ## Features AI summary Based on 460 Loan Origination reviews Capterra data shows that buyers of loan origination software rank the following features as their top priorities: - **Borrower Management** (**68%** of reviewers rated this feature as critical) - **Workflow Management** (**55%**) - **Loan Processing** (**61%**) Cloudsquare Broker supports **Workflow Management** and **Loan Processing**, giving lending teams tools to manage task flow and move applications through key processing steps more efficiently. However, it does not include **Borrower Management**. Instead, it offers **Loan Management** (**64%**) and **Pipeline Management** (**55%**), which can still help teams track active loans and monitor deal progress across the lending cycle, helping businesses keep work organized and maintain visibility from application intake through closing. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Automated Decisioning/Underwriting Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Cloudsquare Broker 48 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Automated Decisioning/Underwriting: Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Decision Making: Makes informed choices based on available data and objectives - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Online Applications: Ability to fill out and submit application forms on the web - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Secure Data Storage: Securely stores data to prevent data loss or breaches - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing Free Trial Basic $75.00 Per User,Per Month ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Titan Forms](https://www.capterra.com/p/153340/FormTitan/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.