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01-14-2019, 07:18 PM #1
Native Salesforce App for Brokers. Migrate onto Salesforce within a few days!
Streamline your entire origination process. Manage your leads, applications, submissions, offers, commissions, renewals, and much more with simplicity. Getting started in alternative business lending origination has never been so easy!
ACCELERATOR FOR THE ALTERNATIVE BUSINESS LENDING INDUSTRY
Whether your business specializes in merchant cash advance, mca, small business loans, equipment leasing & financing, factoring, or hard money, our framework provides the solution to get up and running as quick as possible.
ROUND ROBIN
Create custom rules to route leads to your Sales reps based in round robin with notifications.
SALES MANAGEMENT
Track and monitor your leads and sales pipeline.
SUBMISSION CHANNEL
Submit packages to multiple lenders simultaneously with a few clicks.
OFFER MANAGEMENT
Track offers and terms in one centralized place.
MASS EMAIL
Email your database of merchants with your own custom email templates to revive stale deals
COMMISSION MANAGEMENT
Track and monitor receivables and payables.
RENEWAL MANAGEMENT
Quickly identify merchants eligible for renewal.
REPORTS & DASHBOARDS
Use the out-of-the-box reporting or create your own based on your needs.
Inquire today https://cloudsquare.io/salesforce-pr...okersuite-app/ or call us directly at (877) 344-8850
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