Accelerate Salesforce withPrebuilt Solutions

Build faster with Salesforce applications and integrations that can be configured to your business needs. Streamline onboarding, verification, document management, payments, and communications without building everything from scratch. For lenders, our cmLending platform brings loan origination, servicing, and syndication together in Salesforce.

Salesforce Apps and Integrations icon

Salesforce Apps & Integrations

Prebuilt Business Solutions
Credit, Identity & Compliance
Document Generation & eSign
Payments & Communications
Accounting & System Integrations
Explore Salesforce Accelerators→
cmLending icon

cmLending

End-to-End Lending Software
Loan Origination
Loan Servicing
Loan Syndication
Lease Management
Explore cmLending→
Salesforce-Native
Prebuilt & Configurable
Faster Implementation

Helping Businesses Across Industries Get More from Salesforce

salesforce automation solutions

A Full Suite of Salesforce Accelerators, Ready on Day One

Start with the solution your team needs most, whether that is verifications, payments, document generation and eSignature, communication including SMS, fax, telephony and secure, encrypted email, or decisioning. Cloud Maven, Inc's Salesforce accelerators can work independently or together, giving you a faster way to improve critical workflows without rebuilding your entire process.

Verify

Know who you are doing business with.

Identity verification, credit reports, income and employment verification, IRS tax transcripts, business verification, compliance, sanctions, and eligibility.

Decide

Turn policy into consistent decisions.

Eligibility, underwriting, pricing, business rules, approvals, and policy automation.

Document

Automate the document lifecycle.

Document generation, eSignature, data extraction, document merging, document storage, and vaulting.

Communicate

Keep customer engagement connected.

Secure email, SMS, fax, telephony, and automated customer communication.

Pay

Bring payment workflows into context.

Send and receive ACH, card, & recurring payments, transaction workflows, and reconciliation support.

Sync

Connect the systems your team relies on.

Integrate Salesforce with the systems your business uses every day, such as QuickBooks, NetSuite, banking platforms, and other business applications.

Medical Insurance Verification

Know what's covered before you commit.

Patient eligibility, benefits, co-pays, deductibles, and prior authorizations across 1,100+ payers.

Our flagship LENDING platform

Run the Entire Lending Lifecycle on Salesforce

Eliminate disconnected systems and manage critical lending operations on one unified platform. From borrower applications and underwriting to funding, loan servicing, collections, and portfolio management, cmLending provides configurable loan management software built on Salesforce.

Lending Overview
Portfolio and pipeline at a glance
Last 30 days
Applications
142
↑ 12%
Pending Closings
38
↑ 8%
Payments Due
$1.94M
this period
Loan pipeline
Originate
Verify
Underwrite
Close
Fund
Recent applications
Acme Equipment Co.Equipment Finance · $500KUnderwriting
Riverside PropertiesCommercial RE · $2.5MVerification
Pinecrest HoldingsWorking Capital · $1.2MFunding
The Complete Lending Lifecycle
One platform, extended by Cloud Maven, Inc accelerators.
1
Originate
Application
2
Verify
Risk & ID
3
Underwrite
Decisioning
4
Close
Documents
5
Fund
Payments
6
Service
Loan Ops
7
Collect
Delinquency
8
Syndicate
Participations
9
Report
Portfolio
Integrations

Salesforce Integrations That Connect Your Business Systems

Cloud Maven, Inc delivers Salesforce integration services that bring external data, services, and workflows into Salesforce, giving your team one place to work, make decisions, and move processes forward.

Supported Integrations
Connecting Salesforce with the platforms your business relies on
Verify

Credit & Verification

Credit bureaus • Identity • KYC / KYB • OFAC • Business data • Eligibility

Payment

Banking & Payments

Banking data • ACH • Cards • Payment processors • Reconciliation

Sync

Accounting & Business

QuickBooks • ERP systems • Business platforms • Data synchronization

Engage

Communications

Secure email • SMS • Fax • Notifications • Customer engagement

Document

Documents & Storage

eSignature • Cloud storage • Document services • Secure file exchange

Extend

Data & Custom APIs

Government data • External services • Custom APIs • Industry-specific providers

Architecture & control

Keep Salesforce Simple, Secure, and Connected

Cloud Maven, Inc keeps Salesforce at the center of your operation while connecting the outside tools and services your team needs. That means less switching between systems, better control over access and data, and a clearer record of what is happening across your workflows.

✓
Workflows stay inside Salesforce
✓
Permissions are managed in one place
✓
External tools connect in a controlled way
✓
Less switching between systems
✓
Better visibility into activity and changes
★ Salesforce Partners Innovation Award Winner
Testimonials

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!

BM
Brianna Maestre
Operations Manager, iAdvanceNow
“

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.

Woman with long dark hair wearing a pink top and light jacket standing outdoors in an urban area with buildings and people in the background.
Vaishali Ghai
Salesforce Consultant, Accenture
“

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!!!!

Portrait of a man with short brown hair and green eyes wearing a light blue shirt and dark jacket.
Bill Hahn
Sr. Customer Success Architecture, Salesforce
“

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!

Smiling man with short brown hair wearing a light blue collared shirt.
Mike Patchen
Salesforce.com Consultant
“

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.

Professional middle-aged man with gray hair in suit and striped tie in an office with digital screens.
Jim Byrne
MD, Intercontinental Exchange
“

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.

Smiling man with short dark hair wearing a dark suit, white shirt, and striped tie against a plain light background.
James Slocum
Chief Information Officer, OneUnited Bank
“

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.

Man with glasses and beard wearing a suit and tie standing in front of a cityscape background.
Sabetay Palatchi
President, Constructive Finance
“

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.

AM
Ashley Morin
Underwriting Manager, 7-Eleven
“

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.

LF
Lauren Falsetti
Director, Better Rise Capital
“

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.

Middle-aged man with glasses and a beard sitting in the driver's seat of a car, smiling slightly.
Paul Scheller
IT Director, Burch Oil Co
“

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.

Smiling woman with shoulder-length brown hair wearing a purple ribbed top against a yellow background.
Sara Hildreth
Development Coordinator, Everyday Miracles
“

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.

Smiling man with short brown hair and trimmed beard wearing a white shirt with blue crosses and a dark blue collar.
Steven Nagy
Solutions Consultant, Moby Capital

Solve One Workflow. Transform What Comes Next.

Whether you are replacing a manual process, connecting systems, or modernizing an entire operation, Cloud Maven, Inc gives you proven technology and expertise to move faster.

Talk to an Expert