Cloudsquare Broker - Loan Origination for MCA
Setup your Small Business Lending system on Salesforce faster, and without the time or expense of a custom build. Turn-key Merchant Cash Advance CRM - Ready to go, out of the box. No time-consuming or costly customization required Automated Applications & Workflows - Digital forms and documents synced to Salesforce and attach to the merchant’s account - Merchant details and funding terms automatically follow the Account Leads and Pipeline Management - Custom deal stages, tailored to the specific needs of the Merchant Cash Advance pipeline - Distribute your leads with custom rules or Round Robin Submission Channel - Save and store all your lending contacts, ISO’s and funding partners in Salesforce - Submit application packages to multiple lenders simultaneously Commissions Module & Renewals - Track and monitor receivables and payables - Automated renewal forecasting to plan and build a renewal pipeline Integrates with Ocrolus, Money Thumb, Plaid, Experian, DataMerch and more! Supports lender APIs including but not limited to Credibly, OnDeck, Fora, Kapitus, CAN Capital, Bitty
Top keywords
- merchant4×2.41%
- custom3×1.81%
- pipeline3×1.81%
- salesforce3×1.81%
- account2×1.20%
- advance2×1.20%
- automated2×1.20%
- build2×1.20%
- cash2×1.20%
- cash advance2×1.20%
- funding2×1.20%
- leads2×1.20%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
