Salesforce Accelerators
Suites
cmVerify
cmVerify
Automate credit, background, identity, income, KYC/KYB, sanctions, and AML verifications, all within Salesforce.
Credit Checker
Instant consumer credit reports from Experian, Equifax, and TransUnion.
Business Credit Checker
Access global business credit data and automate credit decisions.
Plaid Connect
Automate bank account, balance, transaction, income, and identity.
Criminal Checker
Nationwide criminal and background screening for individuals and businesses.
OFAC Sanctions Checker
Automated and continuous sanctions and OFAC monitoring.
Identity Verification
Instantly confirm customer identities using Plaid and Thomson Reuters CLEAR data.
Income & Employment
Instant, secure verification of income and employment powered by Plaid's trusted financial data.
SOS Verification
Access to global business registry data to verify company status and ownership.
IRS Verification
Instant SSN and EIN verification via TinCheck, automated entirely within Salesforce.
Liens & Judgments
Identify liens, bankruptcies, and court judgments instantly using Thomson Reuters CLEAR data.
KYC/KYB Verification
Verify individuals and businesses instantly using Thomson Reuters CLEAR real-time intelligence.
cmDecision
cmDecision
Automate complex business logic and approvals with a no-code decision engine, all within Salesforce.
Decision Rule Engine
Automate business rules and approvals with a no-code decision engine.
cmDocs
cmDocs
Secure document generation, e-signature, automated document collection, parsing, and vaulting, all within Salesforce.
Document Generation & eSignature
Generate, merge, split, digitally sign, and vault documents securely.
Document Insight
Parse PDFs and financial documents into structured data, detect tampering, prevent fraud, and power smarter decisioning.
cmEngage
cmEngage
Centralize secure SMS, online fax, and encrypted email communication, all within Salesforce.
SMS & Fax Hub
Automate and manage SMS, MMS, and fax communication.
Secure Email
Send encrypted, HIPAA-compliant emails and receive threaded replies linked to Salesforce records.
Secure File Transport
Automatically collect, receive, and tag documents securely with bots.
cmSync
cmSync
Synchronize Salesforce with QuickBooks and AWS S3 to cut costs, keep data consistent, and streamline workflows.
Quickbooks Connect
Sync customers, invoices, and payments in real time with two-way QuickBooks.
AWS Connect
Securely sync files and data between Salesforce and AWS in real time.
cmPay
cmPay
Process ACH, eCheck, and card payments through 100+ global gateways, all PCI-compliant and built within Salesforce.
Payment Connect
The most advanced payment solution to manage credit cards, debit cards, and ACH payments on Salesforce.
Quickbooks Connect
Sync customers, invoices, and payments in real time with two-way QuickBooks.
cmHealth
cmHealth
Automate healthcare eligibility, pre-authorization, and patient communication, all HIPAA-compliant within Salesforce.
Medical Insurance Verification
Automate medical insurance eligibility and verification with 1100+ payers in Salesforce.
Document Generation & eSignature
Generate, merge, split, digitally sign, and vault documents securely.
Document Insight
Parse PDFs and financial documents into structured data, detect tampering, prevent fraud, and power smarter decisioning.
SMS & Fax Hub
Automate and manage SMS, MMS, and fax communication.
Payment Connect
The most advanced payment solution to manage credit cards, debit cards, and ACH payments on Salesforce.
Loan Software
cmLending
End-to-end loan origination, servicing, collections, and syndication, powered by Salesforce.
Explore cmLending →
Loan Origination
Streamline borrower onboarding, underwriting, and funding with automated, audit-ready workflows in Salesforce.
Loan Servicing
Manage payments, escrow, delinquencies, and borrower requests while maintaining full portfolio visibility.
Syndication
Allocate loans to multiple investors, track payouts, and automate investor reporting seamlessly in Salesforce.
Lease Management
Manage leases, residual values, payments, and accounting for equipment, vehicles, or property assets.
Industries
Industries
See how our platform supports industry-specific workflows and outcomes.
Financial Services
Healthcare
Insurance
Government
Non-Profits
CDFI
Technology
Transportation & Logistics
Property Management & Real Estate
Education
Staffing
Integrations
Resources
News
Blogs
Product Guides
Case Studies
Contact Us
Cloud Maven Blog
Insights, Guides, and Best Practices from Cloud Maven, Inc
Articles, how-tos, and product insights from the Cloud Maven team.
Featured
October 12, 2026
What to Do When Your Lending Model Doesn't Match Standard Software
September 14, 2026
When Off-the-Shelf Loan Software No Longer Fits Your Lending Workflow
August 24, 2026
CDFI Portfolio Monitoring: Tracking Delinquencies, Impact, and Compliance
August 17, 2026
How to Manage Multiple CDFI Loan Programs Without Spreadsheets
August 10, 2026
How Loan Management Software for CDFIs Simplifies TLR Reporting
July 8, 2026
Differences Between Commercial and Consumer Loan Origination Software
July 1, 2026
Why Manual Processes Fail in Syndicated Lending And How Software Fixes It
June 26, 2026
7 Signs Your Lending Operation Has Outgrown Its Loan Servicing System
June 19, 2026
Commercial Lending Software Outperforms Traditional Banking Systems
June 12, 2026
How to Evaluate Loan Origination Software Vendors
June 5, 2026
The Lifecycle of a Commercial Loan And Where Loan Origination Software Fits In
May 27, 2026
What Is Commercial Lending Software and Why It Matters
May 13, 2026
Breaking Down The Benefits of a Loan Management Software vs Manual Processes
May 8, 2026
The Top 10 Features Every Modern Loan Management Software Must Have
April 29, 2026
What Is Loan Syndication and When Should Lenders Use It?
April 22, 2026
What’s The Difference Between Loan Management and Loan Servicing Software?
April 15, 2026
The Biggest Mistakes Lenders Make When Choosing a Loan Management Software
April 8, 2026
A Buyer’s Guide to Loan Management Software in 2026
March 10, 2026
Why Unmatched Inbound Faxes Still Slow Down Healthcare Operations and How to Fix Them
February 28, 2025
Achieving Operational Excellence in Healthcare with SMS & Fax Hub
December 13, 2023
How Cloud Maven, Inc Loan Origination System Automates Loan Approvals Inside Salesforce
August 7, 2023
How to Obtain OFAC Reports Using OFAC Checker Amid Credit Bureau Changes
June 20, 2023
How SMS & Fax Hub Revolutionized Azurity Pharma’s Business Processes: A Case Study in the Healthcare Industry
April 20, 2023
How Secure File Transport helped the healthcare industry to transmit encrypted files inside Salesforce
April 13, 2023
How SMS & Fax Hub Revolutionized the Healthcare Sector
March 28, 2023
How Automating the Loan Origination Process Helps Lenders Make Faster Credit Decisions
March 22, 2023
The healthcare industry eliminated email security issues with Secure Email — Powered by Paubox
January 18, 2023
The Impact of SMS Messaging & Fax on the Healthcare Industry
January 11, 2023
Data Encryption: A Guide to Securely Protecting Your Digital Data through Secure File Transport- Powered by BOTDOC
September 22, 2022
Ensuring applicant's authenticity prior to hiring them through Criminal Checker
September 15, 2022
Why is Email encryption essential for the healthcare industry?
September 1, 2022
Automating medical insurance verification process through eligibility checker
July 14, 2022
Why Do Employers Perform Extensive Criminal Background Checks Before Hiring?
June 9, 2022
Streamlining business credit score with the help of Business Credit Checker
June 1, 2022
How SMS & Fax Hub helps car dealership organizations save time and money efficiently
May 17, 2022
Maintaining email security and encryption through secure email - powered by Paubox
May 10, 2022
Ensuring cybersecurity in banking sector through secure file transport - powered by Botdoc
May 5, 2022
Making bankruptcy attorney process easier through Credit Checker
May 3, 2022
A Deep-dive into Negligent Hiring Claims with Criminal Checker
March 31, 2022
Simplifying business functions through SMS & Fax Hub
March 24, 2022
OFAC Checker : Guard your business by complying with OFAC regulations
March 15, 2022
OFAC sanction screening: A critical step in the compliance process
March 8, 2022
Cloud Maven, Inc Resolves Lending Issues with Plaid Bank Connect in Salesforce
March 4, 2022
Revitalize the business texting workflow with SMS & Fax Hub
February 22, 2022
How Commercial Lending Software Automates Business Credit Checks in Salesforce
February 15, 2022
One-stop guide to enterprise credit reports with Business Credit Checker
February 10, 2022
Decoding Healthcare problems through Secure Email-powered by Paubox
February 8, 2022
Strengthening data protection in healthcare through secure file transport - powered by BOTDOC
November 17, 2021
Trust “Plaid Connect (Powered by Plaid)” for a seamless Bank Transaction and income verification
November 17, 2021
File security for secure business through Secure File Transport- powered by BOTDOC
November 16, 2021
An In-Depth Guide to Credit Report from Credit Checker’s lens: Everything You Need to Know
Working With Salesforce Secure File Transport: What To Expect?
How organizations are using SMS & Fax Hub for communication and going digital during Covid-19
Eligibility Checker by Cloud Maven, Inc. — Empowering Healthcare Providers, Now and Then
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
