---
description: Learn how Cloudsquare Broker can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Cloudsquare Broker.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Cloudsquare Broker Reviews, Prices & Ratings | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Loan Origination Software](/directory/899/loan-origination/software) > [Cloudsquare Broker](/software/2062995/brokersuite)

# Cloudsquare Broker

Canonical: https://www.getapp.co.uk/software/2062995/brokersuite

> Cloudsquare Broker provides an MCA Broker with everything they need to track their pipeline, close more deals, and grow their business. Built with input from hundreds of industry veterans, this is the quick and cost effective way to get started on Salesforce for anyone in MCA.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Cloudsquare Broker

Track The Pipeline&#10;Maintaining, managing, and growing a quality pipeline is essential to any business. Cloudsquare Broker’s (innovative MCA software) built-in lead flow seamlessly transitions from one stage to another. Conversation details, stage notes, follow-up reminders, assigned tasks, and anything else a sales rep may need are all tracked right on the lead’s info page. Detailed reports and dashboards give management essential insight into to overall health of the pipeline and metrics on what is working best.&#10;&#10;Close More Deals&#10;Closing a deal is all about speed, efficiency, and providing quality service. Brokers need to be able to respond to merchants and lenders quickly, have all the necessary details readily available and keep everything bundled together in an organized, meaningful way. From streamlined applications to easy storage of merchant details and intelligent submission options, Cloudsquare Broker speeds up the process and helps them close more deals.&#10;&#10;Grow the Business&#10;It takes more than just revenue to grow in business. A competitive advantage over the competition can mean the difference between stagnation and growth. Cloudsquare Broker’s unique customization tools, combined with the power and scalability of the Salesforce platform and ecosystem, allow MCA businesses to continually upgrade their systems. By tapping into new technologies as they come on the market, Cloudsquare Broker can adapt without needing an extensive overhaul or reboot. Cloudsquare Broker MCA CRM is natively ready to enable growth.&#10;&#10;Keep Ahead of the Competition with Our Flexible, Turn-Key Loan Software for Brokers&#10;&#10;Get started with Salesforce without the time or hassle of building a custom system while still being flexible enough to accommodate your cash advance business’s specific needs.&#10;\* Speed up your time to close&#10;\* Streamline communications&#10;\* Keep all of your data centralized and easy to access with MCA software

## About the vendor

- **Company**: Cloudsquare
- **Founded**: 2017

## Commercial Context

- **Starting Price**: US$75.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Licenses are billed annually. Implementation Services from USD 7,500.00, depending on licenses quantity
- **Target Audience**: 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Automated Decisioning/Underwriting
- Client Management
- Client Portal
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Management
- Customer Database
- Customer Management
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Data Import/Export
- Digital Signature
- Document Management

## Integrations (2 total)

- Docusign
- Titan Forms

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Loan Origination Software](https://www.getapp.co.uk/directory/899/loan-origination/software)

## Alternatives

1. [nCino’s Mortgage Suite](https://www.getapp.co.uk/software/2046688/the-nexus) — 4.8/5 (126 reviews)
2. [LendingWise](https://www.getapp.co.uk/software/2058210/lendingwise) — 4.6/5 (72 reviews)
3. [Mortgage Automator](https://www.getapp.co.uk/software/2045667/mortgage-automator) — 4.9/5 (112 reviews)
4. [BNTouch Mortgage CRM](https://www.getapp.co.uk/software/127343/bntouch) — 4.5/5 (95 reviews)
5. [The Mortgage Office](https://www.getapp.co.uk/software/103191/the-mortgage-office) — 4.8/5 (285 reviews)

## Links

- [View on GetApp](https://www.getapp.co.uk/software/2062995/brokersuite)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/brokersuite/> |
| en-AE | <https://www.getapp.ae/software/2062995/brokersuite> |
| en-AU | <https://www.getapp.com.au/software/2062995/brokersuite> |
| en-CA | <https://www.getapp.ca/software/2062995/brokersuite> |
| en-GB | <https://www.getapp.co.uk/software/2062995/brokersuite> |
| en-IE | <https://www.getapp.ie/software/2062995/brokersuite> |
| en-NZ | <https://www.getapp.co.nz/software/2062995/brokersuite> |
| en-SG | <https://www.getapp.sg/software/2062995/brokersuite> |
| en-ZA | <https://www.getapp.za.com/software/2062995/brokersuite> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Review, Compare, and Evaluate small business software. GetApp UK has software offers, SaaS and Cloud Apps, independent evaluations, and reviews.","email":"info@getapp.co.uk","url":"https://www.getapp.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.co.uk/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/GetApp","https://www.linkedin.com/company/getapp-com-a-gartner-company"]},{"name":"Cloudsquare Broker","description":"Cloudsquare Broker is a turn-key CRM, built on Salesforce and software platform designed to help any broker/dealer or financial institution in Alternative Lending. CS Broker provides an MCA Broker with everything they need to track their pipeline, close more deals, and grow their business. Best of all, they can get get started on Salesforce with a system custom built for their unique industry, without the time or expense of getting it built from the ground up.\n\nWhat all does CS Broker include?\n\nTurn-key Merchant Cash Advance CRM \n* Ready to go, out of the box. No time-consuming or costly customization required. Get started with Salesforce quickly and easily\n* Built-in reports and dashboards to see your conversion rates, most important business metrics and ROI\n\nClicks-not-Code Design\n* Customize the CRM to your exact needs without paying a consultant for hundreds of hours of custom work.   ​\n* Turn on and off just about any feature in the system, with a handful of clicks​\n* Create your own global settings\n\nAutomated Applications &amp; Workflows\n* Digital forms and documents seamlessly connect to Salesforce and attach to the merchant’s account\n* Merchant details and funding terms automatically follow the Account all the way through the process\n* Automate your routine redundant tasks, and save your team time with Salesforce\n\nLeads and Pipeline Management\n* Custom deal stages, tailored to the specific needs of the MCA pipeline\n* Distribute your leads based on custom rules and keep them balanced through a Round Robin\n* Out of the box email to keep in touch with all your contacts\n\nSubmission Channel\n* Save and store all your lending contacts, ISO’s and funding partners in Salesforce\n* Submit application packages to multiple lenders simultaneously\n* Track multiple offers and terms from a single location\n\nRenewals Management &amp; Forecasting\n* Track and monitor receivables and payables\n* Quickly identify merchants ready for renewal\n* Automated renewal forecasting helps you plan and build a renewal pipeline\n* Track paid in percentages\n\nBank Statement &amp; Debt Management\n* Input bank statement data to calculate averages\n* Track debt with other creditors\n\n3rd Party App Integrations\n* 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\n\nOffer Management\n* Input terms and track offers\n* Specify decline reasons\n\nWhy Cloudsquare Broker is the Best Software for Merchant Cash Advance?\n\nEasily Customizable\nCloudsquare 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.\n\nTurn-key System for Fast Rollout\nUnlike 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.\n\nBuilt and Vetted by Industry Experts\nOver 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/b4ab93cf-df19-40c1-b320-cf87cdbcda0c.png","url":"https://www.getapp.co.uk/software/2062995/brokersuite","@type":"SoftwareApplication","@id":"https://www.getapp.co.uk/software/2062995/brokersuite#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"offers":{"price":"75","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Loan Origination Software","position":2,"item":"/directory/899/loan-origination/software","@type":"ListItem"},{"name":"Cloudsquare Broker","position":3,"item":"/software/2062995/brokersuite","@type":"ListItem"}],"@id":"https://www.getapp.co.uk/software/2062995/brokersuite#breadcrumblist"}]}
</script>
