# Cloudsquare Broker Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Cloudsquare Broker Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more. Source: https://www.capterra.com/p/180221/BrokerSuite --- # Cloudsquare Broker Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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 Includes Free Version 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://cloudsquare.io&name=Cloudsquare Broker) ## 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. [4.6 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Starting Price $75 Per User, Per Month Starting Price $149 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (72) Value For Money 0.0 (0) Value For Money 4.5 (63) Customer Service 0.0 (0) Customer Service 4.5 (68) ## Cloudsquare Broker alternatives [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars 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 businesses in Financial Services, Alternative Lending, and Merchant Cash Advance. The vendor description does not specify company size, so the product appears aimed at organizations operating 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 alongside automated decisioning/underwriting and online applications. It also includes client management, contact management, and customer database tools, plus workflow management, approval process control, document management, electronic signature, real-time reporting, and third-party integrations. Integrations ### Which third-party tools and platforms does Cloudsquare Broker integrate with? Cloudsquare Broker integrates with 3 third-party tools: Docusign for e-signatures, Salesforce Foundation for CRM and nonprofit data management, and Titan Forms for form building and data capture. These integrations cover document signing, customer records, and custom intake workflows. Getting Started and Support ### What training and onboarding options does Cloudsquare Broker offer? Cloudsquare Broker provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos give users self-paced reference material for setup and feature review. Getting Started and Support ### What customer support options does Cloudsquare Broker offer? Cloudsquare Broker provides email/help desk support, a FAQ/forum, and a knowledge base. These channels give users a place to submit requests and find self-service answers, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 44 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Manage, organize, and store contact information A collection of customer information such as contact details, demographics, previous interactions, etc. Store and organize information about customers and previous interactions Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Electronically collect payments for goods or services Digitally sign online documents Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Store information about leads or contacts and track, manage and nurture them throughout the sales process Distribution and delivery of funds to approved borrowers Assess and control risks associated with the credit process of each loan portfolio/account Collect, organize, and prepare loan information to send to the lender for approval Manage the accounting and financial aspects of multiple locations or companies in a single location Ability to fill out and submit application forms on the web Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Securely stores data to prevent data loss or breaches Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes 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.