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features
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What is Totality?

Totality is a sophisticated loan management system aimed at improving lending workflows through extensive automation, strategic decision-making, and an integrated user experience. By optimizing crucial portfolio functions such as client communication, contract oversight, loan evaluations, funding processes, collections, and promotional efforts, it greatly reduces the need for manual intervention. Users enjoy a streamlined, contemporary dashboard that manages the entire loan process on a single, dynamically updating interface, consolidating communication channels—whether by phone, email, or text—alongside vital customer insights. The platform also delivers real-time monitoring of essential performance metrics and customizable mobile notifications, allowing operators to react promptly to shifts in performance data. Furthermore, Totality easily connects with various systems and allows for extensive customization, while its licensing structure includes software updates and dedicated support hours, eliminating any unexpected expenses. With these capabilities, Totality not only enhances the efficiency of lending professionals but also equips them to swiftly navigate the changing landscape of market demands, ultimately leading to improved customer satisfaction and business outcomes.

What is Cloudsquare Lend?

Cloudsquare Lend is a standout loan management system that offers exceptional adaptability, scalability, and innovation, making it perfectly suited for motivated alternative business lenders. This Salesforce-native solution is not just any lending platform; it is a fully integrated system designed specifically for growth-driven lenders who aim to thrive in a competitive landscape. Unlike conventional loan origination systems, Lend is a powerful and automated tool that empowers businesses to rapidly outstrip their rivals. A key distinguishing feature of Lend is its design philosophy, which emphasizes a clicks-not-code approach inherent to Salesforce, providing users with the ability to customize the system without requiring complex coding skills. This means that adjustments can be made effortlessly with just a few clicks, significantly reducing the time and disruption typically associated with implementation. Furthermore, there is no dependence on Cloudsquare for system modifications, which allows organizations to accelerate deal closures and boost team productivity, all while lightening the workload. Ultimately, Lend streamlines operational processes so that businesses can concentrate on what is truly essential: reaching their objectives and exceeding expectations. With this solution, lenders can not only enhance efficiency but also foster a culture of continuous improvement and success within their teams.

Media

Media

Integrations Supported

Authorize.Net
Chirp 3
Cloudsquare BankLink
Cloudsquare Credit
DecisionLogic
Docusign
EDGE
Finix
HappyFox
LendAPI
Mailgun
PAVE
RingCentral AI Receptionist
Salesforce
SendGrid
Thomson Reuters CLEAR
Twilio
Zendesk
Zero Parallel
flex

Integrations Supported

Authorize.Net
Chirp 3
Cloudsquare BankLink
Cloudsquare Credit
DecisionLogic
Docusign
EDGE
Finix
HappyFox
LendAPI
Mailgun
PAVE
RingCentral AI Receptionist
Salesforce
SendGrid
Thomson Reuters CLEAR
Twilio
Zendesk
Zero Parallel
flex

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$150 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Totality

Date Founded

2021

Company Location

United States

Company Website

totalitylms.com

Company Facts

Organization Name

Cloudsquare

Date Founded

2018

Company Location

United States

Company Website

cloudsquare.io/salesforce-products/cs-lend-salesforce-loan-management/

Categories and Features

Categories and Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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