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Funding Automation

The Power of
Salesforce for the
Lending Industry

Amplifying the power of the Salesforce.com platform,
we provide the Alternative Lending industry
with the tools they need to effortlessly manage their
entire process, from Lead through Funding and beyond
in one automated, easy-to-use system.

One Platform.
Everything You Need.

The FUNDINGO solution, built by the experts at CloudMyBiz, streamlines the entire process of originating, underwriting, and servicing MCA loans.

Unlike a hodge-podge of outdated and unconnected systems, each handling only a single element in the lending process, FUNDINGO helps MCA companies attract and close more deals, accelerate the underwriting process, generate more pricing options, reduce errors, and ensure greater consistency.  These lenders also earn a more professional reputation among borrowers, brokers, and syndication partners.

Origination

Streamline sales with powerful
integrations and automation.

  • Lead Routing & Sales Management
  • Loan Application
  • Submissions Automation
  • Lender APIs
  • Commission Management
  • Renewals Management
  • Reports & Dashboards

Underwriting

Simplified decisioning and offering process
with powerful integrations.

  • Submissions Management
  • Verification & Stips Management
  • Pricing
  • Contracts
  • Integrations
  • ISO Management
  • Reports & Dashboards

Loan Servicing

Easily service and monitor the repayment of
loans in Salesforce.

  • Portfolio Management
  • Repayment & Fees Automation
  • ACH Integrations
  • Split Processing
  • Syndication Management
  • Collections Management
  • Performance Analytics

Power Up
Your Platform

Maximize efficiencies by integration with top lending solutions, resources and tools. Please contact us directly for additional custom integrations.

Direct API with DecisionLogic

Summary Data and Transactions Analysis

Order site inspections through QuikTrak

Order NVMS in Salesforce

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Summary Data and Transactions Analysis with DecisionLogic.
  • Review daily transactions
  • Real-Time Access
  • Instant and accurate
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Direct API with LexisNexis Accurint Web Services for personal and business background searches.
  • SmartLinx Person and Business Reports Purchase, store, and analyze reports
  • Streamline searches by leveraging
  • Salesforce data
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Direct API with the TLOxp Web Services for personal and business background searches.
  • Purchase Person and Business Reports directly from Salesforce
  • Purchase, store, and analyze reports
  • Streamline searches by leveraging Salesforce data
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Direct API Integration between Salesforce and the Experian Net Connect.
  • Purchase, store and analyze personal reports in Salesforce
  • Connect to one of the leaders in Credit Reporting
  • Enables clients to make better-informed lending decisions
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Integrations with the following ACH Processors:
  • ACH.com
  • ACHWorks
  • ACH Processing Company
  • Paysafe
  • Forte
  • Actum
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Direct API integration between Salesforce and PayNet
  • Pull PayNet data to assess the risk of a borrower
  • Display PayNet score in Salesforce
  • Calculate the master score for alternative lending
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Direct API integration with the Datamerch Database to locate business account information directly from Salesforce.
  • Community sources database to search for fraudulent merchants
  • Locate troubled accounts with limited data
  • Make better informed lending decisions with data from other trusted lenders
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Direct API integration with QuikTrak to order site inspections directly from Salesforce.
  • One-click Ordering
  • Detailed Reports
  • Asset Verifications
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Direct API integration with NVMS to order site inspections directly from Salesforce.
  • One-click Ordering
  • Detailed Reports
  • Asset Verifications

Talk with an Expert