With cmLending, you get a unified platform that handles everything from loan origination and loan servicing to syndication and lease management, all inside Salesforce. Reduce delays, eliminate repetitive work, and give your team the speed and clarity they need to close more loans.
What cmLending Delivers for You
Accelerate approvals & delays with automated workflow across every lending stage.
Reduce manual work and scale lending volumes without growing your team.
See risks, trends, and performance instantly with connected, real-time lending data.
Everything your Lending team needs
Streamline borrower onboarding, underwriting, and funding with automated, audit-ready workflows in Salesforce.
Manage payments, escrow, delinquencies, and borrower requests while maintaining full portfolio visibility.
Allocate loans to multiple investors, track payouts, and automate investor reporting seamlessly in Salesforce.
Manage leases, residual values, payments, and accounting for equipment, vehicles, or property assets.
Key Benefits you'll experience
Handle growing loan volumes across multiple asset classes without adding staff, thanks to streamlined workflows, integrations, and adaptive servicing tools.
Manage loan origination, servicing, syndication, and leasing in one Salesforce-powered suite, reducing tool switching and keeping every workflow connected.
Automate application processing, approvals, document handling, and ongoing servicing steps to reduce manual work and speed up every stage of the lending lifecycle.
Connect instantly with 175+ APIs and 49 partner systems to simplify data collection, underwriting, compliance, and borrower communication.
Keep sensitive financial data protected with Salesforce-grade security, encryption, MFA, and compliance standards across every lending touchpoint.
Use AI and ML to assess risk, parse documents, and guide approvals, helping teams make faster, smarter lending decisions with less effort.
Frequently Asked Questions
What does loan origination software do and why do lenders need it?
Loan origination software streamlines the entire process of accepting, reviewing, underwriting, and approving loan applications. 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.
Most lenders adopt it 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?
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.
Do I need separate systems for loan origination, servicing, and leasing?
Not necessarily. Many lenders and leasing companies now prefer unified platforms 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 features should a good loan management system include?
A strong loan management system helps teams manage the full lifecycle of a loan without relying on spreadsheets or disconnected tools.
Core features usually include:
- Automated payment schedules and fee calculations
- Document and compliance tracking
- Accurate amortization and reporting
- Tools for renewals, extensions, and restructures
The best systems give lenders real-time visibility, reduce servicing errors, and make back-office operations run smoothly.
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!"
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."
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!!!!"
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!"
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."
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."
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."
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."
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."
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."
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."
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."
Steven Nagy
Solutions Consultant, Moby Capital
