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%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
