Custom Loan Management Software Built for Salesforce
cmLending is Cloud Maven, Inc’s custom loan management software that brings loan origination, underwriting, servicing, loan participation, and fund management into one Salesforce-native platform. Configure lending programs, automate workflows, and manage borrower, loan, and portfolio operations with connected data and integrated services.
Four Core Modules. One Connected Lending Platform.
Loan Origination
Streamline borrower and broker applications with digital portals and APIs. Automate credit verification, financial spreading, underwriting, risk-based pricing, document generation, and funding workflows with loan origination software built for Salesforce.
Automated Loan Servicing
Manage payment processing, escrow, collections, delinquencies, borrower requests, interest rate changes, loan modification workflows, and reporting with real-time visibility across the loan lifecycle. Explore Cloud Maven, Inc's loan servicing software.
Syndication
Manage syndicated lending in Salesforce by allocating loans across participating lenders, investors, and funds. Track allocation amounts, manage fund movements and repayment distributions, and maintain visibility into loan-level participation and funding activity.
Lease Management
Manage lease contracts, financed assets, payment schedules, renewals, and end-of-term activities for equipment, vehicles, and other asset-financing programs with lease management software.
Connected Capabilities Across the Lending Lifecycle
Digital Applications & API Intake
Capture loan applications through borrower and broker portals, Salesforce, or integrated APIs. Support multiple applicants, dynamic document checklists, secure uploads, and the ability to save and complete applications later.
Credit, Identity & Compliance Verification
Verify borrowers and businesses with integrated credit reports, identity verification, bank account and income verification, KYC/KYB checks, and OFAC, sanctions, and PEP screening, all within Salesforce.
Financial Spreading & Credit Analysis
Manage borrower and guarantor financials, balance sheets, income statements, existing debt, project costs, and collateral in Salesforce. Automatically calculate financial totals, cash flow, and coverage ratios to evaluate repayment capacity and support underwriting decisions.
Automated Underwriting & Risk-Based Pricing
Automate loan eligibility checks, credit assessments, and underwriting decisions using configurable rules, scorecards, and approval workflows. Apply risk-based pricing based on borrower credit profiles, financial information, collateral, and lending criteria, all within Salesforce.
Loan Documents, eSignature & Closing
Automate loan disclosures, document generation, and electronic signatures directly within Salesforce. Generate documents using configurable templates, collect signatures from multiple parties, track closing requirements, and securely store executed documents with the loan record.
Payments, Communications & Integrations
Connect loan payments, borrower communications, accounting systems, and third-party lending services directly within Salesforce. Automate ACH and card payments, send SMS and email notifications, sync accounting data, and integrate external systems through APIs.
What End-to-End Loan Management Software Delivers for Lenders
Simplified Borrower & Broker Experience
Give borrowers and brokers digital ways to submit applications, upload documents, and complete financing requirements, reducing follow-ups and unnecessary delays.
Reduced Manual Work & Operational Overhead
Connect application processing, underwriting, documentation, payments, and portfolio activities to reduce repetitive tasks and manual handoffs across lending teams.
Real-Time Portfolio Performance Visibility
Access loan balances, payment activity, delinquency information, and funding allocations through connected Salesforce records, reports, and dashboards.
Why Teams Choose Cloud Maven, Inc’s cmLending Platform
Salesforce-Native by Design
Built directly on Salesforce, cmLending enables lending teams to work within their existing CRM environment while leveraging Salesforce security, reporting, automation, and extensibility.
Prebuilt, Yet Configurable
Start with a purpose-built lending platform instead of developing one from scratch. Adapt application stages, approval processes, user experiences, and operational workflows to your business requirements.
Built for Different Lending Models
Support commercial lending, real estate financing, construction loans, equipment finance, consumer lending, and specialty lending programs without relying on a separate platform for each business model.
Operational Control & Auditability
Use role-based access, configurable approval processes, transaction histories, and Salesforce audit capabilities to maintain oversight and accountability across lending operations.
Frequently Asked Questions
How does cmLending support loan origination in Salesforce?
Within cmLending, the loan origination workflow streamlines the process of accepting, reviewing, underwriting, and approving loan applications in Salesforce. It replaces manual paperwork with automated workflows, credit checks, document collection, and scoring models.
It’s not just for traditional lenders; any business that offers financing, leasing, or rentals also relies on loan origination software to manage applications and approvals efficiently.
Loan origination is one part of cmLending’s broader suite, alongside loan servicing, syndication, and lease management. Lenders use the origination workflow to:
- Cut approval time
- Improve risk assessment
- Keep all application data in one place
What is loan syndication software and how does it help lenders?
Loan syndication software helps lenders share risk by managing deals with multiple participants. It tracks allocations, partner contributions, servicing rules, documents, and communication throughout the life of the syndicated loan. This is crucial for avoiding errors that come from manually tracking percentages and payments.
Syndication software keeps everyone aligned with the same data, automates complex calculations, and simplifies reporting, making it easier to originate, manage, and service multi-party deals.
What does lease management software do?
cmLending's Lease management software helps companies track lease contracts, assets, payments, usage, returns, fees, and compliance obligations. It’s used heavily in equipment rentals, vehicle fleets, and asset finance because it removes the manual work of tracking who has what, for how long, and under which terms.
Most teams rely on it to:
- Automate billing and usage-based charges
- Track documents, fees, and lease-end options
- Maintain full asset histories and utilization records
It brings clarity to a process that’s usually scattered across spreadsheets.
Does cmLending support lender matching?
Yes, applications can automatically be matched against multiple lender programs using configurable rules within the commercial loan origination software.
This is especially useful for brokers, marketplaces, and lenders managing multiple funding programs with different eligibility criteria.
Matching logic can include:
- Credit score thresholds
- Industry restrictions
- Revenue requirements
- Loan amount ranges
- Geographic limitations
- Risk tiers and program rules
Do I need separate systems for loan origination, servicing, and leasing?
Not necessarily. Many lenders and leasing companies now prefer unified platforms like cmLending that handle origination, servicing, syndication, and lease management under one system. This reduces integration work, eliminates duplicated data, and prevents inconsistencies between teams.
A single system helps lenders deliver a better customer experience, maintain accurate records, and scale without adding more software tools. The key is choosing a platform flexible enough to support both lending and leasing workflows.
What additional data and verification tools can be integrated into cmLending?
cmLending integrates with a wide range of third-party data providers to streamline underwriting and risk assessment. This includes tools for credit checking and business credit evaluation, as well as financial data integrations like Plaid bank connectivity.
Lenders can also access public records data such as liens and judgments, and ensure compliance through built-in KYC and KYB verification workflows.
Why choose a Salesforce-native loan management platform over a standalone LOS?
As a Salesforce-native loan management platform, cmLending gives lenders a single system for origination, underwriting, servicing, borrower relationships, and reporting, all within the Salesforce ecosystem. Unlike standalone LOS platforms that often require multiple integrations and disconnected workflows, Salesforce-native lending keeps customer data, automation, communications, and compliance centralized in one place.
For CDFIs, community banks, fintechs, etc., this means faster approvals, streamlined operations, and a better borrower experience. Teams can automate workflows, manage documents, track portfolios in real time, and scale lending operations without constantly adding new systems or custom integrations.
Which credit bureau integrations are supported within the cmLending platform?
cmLending integrates with major credit bureaus including Experian™, TransUnion® and Equifax®, making it a strong commercial lending software solution for both consumer and business lending workflows.
Credit reports can be pulled directly from the Salesforce lending system without switching between multiple platforms or manually uploading reports.
Depending on your lending process, the platform can support:
- Soft and hard credit pulls
- Business credit reports
- Tri-merge reporting
- Automated underwriting triggers
- Credit-based decision workflows
This helps lenders speed up underwriting while keeping everything centralized inside the loan management software.
What automated underwriting capabilities does cmLending support?
cmLending includes configurable underwriting capabilities designed to automate eligibility checks, risk evaluation, and approval workflows.
The platform uses a Decision Rule Engine that allows lenders to define their own underwriting criteria based on credit, income, collateral, banking activity, lender programs, or custom business logic.
Hear What 400+ Organizations Say About Cloud Maven, Inc
Our company has used a handful of credit checking products before coming across Credit Checker, and this is by far the most efficient solution for us. It is user friendly, quick, and organizes the information better than we could have asked for. Their client support team takes any questions/issues very seriously and will quickly find a solution for you. We are looking forward to working with their team for many years to come!
Instant and efficient patient verification. Eligibility Checker is definitely a gift to the health care domain. It instantly checks the eligibility of a patient. Insurance verification and managing patients has become much easier now. I highly recommend this app.
Cloud Maven, Inc is one of the absolute best partners I've ever worked with. They are smart, dedicated, innovative, and their software works at scale with great performance. They know Salesforce and custom development best practices. Very impressive, highly recommend!!!!
Great experience and product, Cloud Maven, Inc was a great partner during the entire process. Their support was attentive and helpful, the install was painless and the product works flawlessly. Thanks again Cloud Maven!
Cloud Maven, Inc is an outstanding business partner. Their collaborative approach with clients is a real strength. Cloud Maven, Inc and team do a terrific job of understanding business and client requirements and translating them into functional and practical applications. They are expert in Salesforce and Java and are a real asset for our team. They are a pleasure to work with.
The team at Cloud Maven, Inc was extremely responsive during implementation of our very tight project timeframe. And they knew what we were talking about. When you’re developing on the Salesforce platform, you need a partner who knows both Salesforce and what you are trying to accomplish.
I have been working with Cloud Maven and Team since 2018, we implemented their credit applications as well as used their onshore and offshore resources to complement our internal teams. We are very satisfied with the outcome of the projects that we did with them. The credit checker application saved us hundreds of hours of custom code to integrate credit bureaus into Salesforce.
We’ve recently been able to implement the Credit Checker and this is a great feature. It has cut our credit processing time down by probably 75 percent. Cloud Maven has been extremely professional to work with. They’re quick on their responses, very insightful and have walked us through the process. I highly recommend using them.
Our biggest challenge prior to getting credit checker was that we simply didn’t have a program in place to be able to run credit, which is a huge decision factor in our industry. With the credit checker, we were able to put a lot of customizations in place so that we can automatically run credit when certain information is in our system. This takes away a lot of manual labor from our processing team and we’re able to work more efficiently.
Great solution for us. We can now do all of our credit checks, keep all our information inside of Salesforce. It was a great experience. We got it customized and built to our needs and the tech support is fantastic. We’re very pleased with Cloud Maven. They were able to build a solution for us and the support is fantastic. They’re very responsive and they find a solution for what you need.
The secure email allows us to track every single step of the email process. So we are able to keep track of who’s doing what and what’s being accomplished for ease instead of people having to manually keep track of things. Just knowing that everything is securely and safely being sent as a healthcare organization gives us all a peace of mind.
Prior to lending manager, our challenge was to improve productivity with our submissions and sales team. This product makes the process and submitting applications more streamlined. Our sales productivity has increased and the time it takes to submit has been a lot quicker. Our overall satisfaction with Cloud Maven is a 5/5 especially with the quick response time during implementation from their team.
