All-in-One Automation. All Inside Salesforce

Automate lending, compliance, verification, documents, payments and communication, all within Salesforce

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Trusted By Businesses You Know

Apps That Power Your Salesforce

Choose the automation suite that fits your challenge or combine multiple apps to build a secure, scalable ecosystem within Salesforce.

cmLending

Automate Lending from Application to Repayment

Streamline your entire lending lifecycle inside Salesforce. From loan origination to servicing, deliver speed, transparency, and compliance in every step. 

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Originate, approve, and manage loans seamlessly
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Manage payments, escrow, delinquencies, and borrower requests
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Automate approvals with business logic you control
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Process payments securely with ACH, card, or eCheck
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Diagram showing the cmLending process integrated with Salesforce, including intake application, risk verification, underwriting decision, funding and contracting, and servicing/syndication stages connected to broker/lender.
Diagram showing cmVerify integrated with Salesforce, gathering data from Credit Reports, Sanctions/OFAC, Criminal Reports, Income/Assets, Business Records, and Identity, producing an approved status with credit score 780, and passing identity verification, background check, OFAC & sanction clearance, debt-to-income at 27%, above threshold average revenue and time in business, and no declared bankruptcy or liens.
cmVerify

Verify Instantly, Approve Confidently

Make onboarding effortless and compliant. Automate credit, background, and identity checks so decisions happen faster without sacrificing accuracy or trust.

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Instantly check credit score without leaving Salesforce
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Connects to all 3 major credit bureaus: Experian™, TransUnion® and Equifax®
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Soft pulls available for pre-qualifying without hurting credit scores
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cmDocs

Simplify Documents, Amplify Trust

Generate, sign, and store every document securely without leaving Salesforce. Save time, stay compliant, and make every client interaction effortless.

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Create and sign on-brand, compliant documents from any device
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Parse PDFs and financial documents into structured data
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Circular infographic showing cmDocs integration with Salesforce including Generate Docs, Vault Documents, Parse Data, Sign Anywhere, and Exchange Docs.
Diagram showing Salesforce cmEngage in the center connected to communication methods: Telephony, SMS/MMS, eFax, Mass Communication, Secure Email, and Voicemail.
cmEngage

Communicate Securely, Collaborate Seamlessly

Keep every client conversation compliant and traceable. Engage via text, fax, or email, all encrypted and stored safely within Salesforce.

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Communicate through SMS, MMS, and online fax directly from Salesforce
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Enable secure email conversations with patient data fully encrypted
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Securely collect, receive, and tag documents with bots
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cmSync

Connect Everything, Effortlessly

Break down barriers between systems and data. Sync your Salesforce with accounting, storage, and analytics platforms, keeping every record up to date automatically.

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Sync customers, invoices, and payments in real time
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Keep files and data aligned in real time
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Diagram showing cmSync integrating AWS Connect with Amazon S3 and Microsoft One Drive for documents, and connecting to payment options including credit card, ACH, checks, and QuickBooks sync with recurring payment and $250,000 send feature.

Proven By Numbers

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99.9% Uptime

Enterprise-grade reliability & availability

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77% Time Saved

Cut manual work with automated workflows

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4.9* CSAT Rating

Top ratings across all service metrics

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100% Compliance Enforcement

Always audit-ready and regulation aligned

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Salesforce Partner Innovation

Awarded for intelligent automation & innovation

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Built for Trust. Proven for Growth.

Experience automation that doesn’t just promise but also performs. 100% Salesforce-native, instantly scalable, and trusted by hundreds of organizations to move faster, safer, and smarter every day.

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100% Salesforce data residency: Your data never leaves Salesforce, ever.

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50+ native integrations: Connect seamlessly with industry leaders.

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92% faster time-to-market: Go live with automation in under a day.

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400+ organizations, 10+ years of expertise: A decade of Salesforce innovation, powering businesses worldwide.

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Our Data Partners

Empower every industry to move faster, safer, and smarter

Financial Services

Tired of delays in lending decisions and manual verifications?

Automate credit, identity, and compliance checks right inside Salesforce to approve loans faster without compromising accuracy or security.

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Healthcare

Struggling to protect patient data while staying responsive?

Manage authorizations, communications, and documentation within HIPAA-compliant Salesforce apps to ensure privacy and speed in every patient interaction.

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Education

Still buried in paper forms and manual approvals?

Automate enrollment, identity verification, and record management while ensuring every student interaction is secure and compliant.

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Insurance

Overwhelmed by paperwork and compliance reviews?

Digitize claims, policy verifications, and signatures securely within Salesforce to process faster and stay audit-ready at every step.

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Technology

Lost in disconnected systems and slow onboarding?

Unify contracts, billing, and communications in Salesforce to streamline how you bring clients, partners, and employees on board.

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Real Estate

Losing deals to paperwork and slow approvals?

Digitize identity checks, documents, and payments so clients can close confidently and quickly, without ever leaving Salesforce.

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Testimonials

Hear From Our Happy Customers

"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!"

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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."

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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!!!!"

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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!"

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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."

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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."

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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."

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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."

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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."

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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."

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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."

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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."

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Steven Nagy

Solutions Consultant, Moby Capital

Learn. Build. Grow.

February 28, 2025

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December 13, 2023

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August 7, 2023

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