Business loan broker software
Levr.ai vs Cloudsquare
How much of your brokerage should run on Salesforce?
Levr and Cloudsquare both address broker workflow. The useful comparison is the proposed setup, the systems your team already uses and the full cost of maintaining them.
Published by Levr.ai. Reviewed October 17, 2026 using public vendor information. This is a product comparison, not an independent hands-on ranking. Unpublished details need confirmation; they do not mean a feature is unavailable.
Start with the right fit
Consider Levr whenβ¦
You want a $0 core workspace for brokering business loans, with your own lender relationships and no platform commission split.
Consider Cloudsquare whenβ¦
You want a Salesforce-native lending platform and a workflow configured around that environment.
Cloudsquare markets a Salesforce-native platform for brokers and lenders. Its broker workflow covers sales CRM, scrubbing, submissions, offers, commissions and renewals. See Cloudsquare platform overview.
See the broker workflow in action
Follow a funding request into the deal workspace.
Levr.ai vs Cloudsquare: workflow and cost
| What matters | Levr.ai | Cloudsquare |
|---|---|---|
| Lender workflow | Levr.aiUse your own lenders, review matching and control where you submit. | CloudsquareAdvertises lender integrations and submission and stipulation tracking. |
| Client experience | Levr.aiBranded client intake and document collection in a connected workspace. | CloudsquareConfirm in your demoDemonstrate the proposed application and follow-up experience for your clients. |
| Operational scope | Levr.aiClient intake, deal preparation, lender communication and pipeline. Commission tracking is in beta. | CloudsquareSalesforce-native platform with broker and lender workflows. |
| Software cost | Levr.ai$0 core broker plan. No subscription or seat fees for that plan. Optional services have separate terms. | CloudsquareCloudsquare advertises Broker starting at $75 per user per month, with a separate Salesforce license. Confirm currency, implementation, add-ons and the total quote. See Cloudsquareβs published pricing. |
| Commission economics | Levr.aiNo platform split of lender-paid broker commissions. Lender terms control rates, timing and any clawbacks. | CloudsquareConfirm in your demoConfirm compensation, payment timing and any platform or network share in the proposed agreement. |
Levr details: pricing, broker program and commission policy. Competitor details: Cloudsquare platform overview. Confirm availability for your country, loan products and lender relationships.
What does the complete Salesforce setup require?
Ask which licenses, implementation work and ongoing administration are included in the proposal. If your team already relies on Salesforce, show how existing records and reporting carry into the lending workflow. If it does not, include that setup work in the decision.
Compare the complete setup
Identify who sets up fields, stages and permissions.
Confirm required Salesforce licenses and integrations in writing.
Include administration, reporting and team training in the evaluation.
Ask for these three demonstrations
- Show a lead becoming a deal without duplicate records or re-entering client information.
- Run a lender response through offer comparison and the teamβs follow-up process.
- Demonstrate expected versus received commissions and explain which modules and licenses are included.
Use the broker software demo scorecard to record what is demonstrated, what needs another tool and what still needs confirmation.
Before you move an existing pipeline
Test one fictional client file with the people who will use the system. Include an existing lender, a missing document and a follow-up request. Then confirm how contacts, documents, deal history and expected commissions will be imported or retained. Keep an owner and a next action on every active deal during a transition.
Questions brokers ask
Is Cloudsquare built on Salesforce?
Yes. Cloudsquare describes its platform as Salesforce-native. Confirm the licensing, implementation and administration requirements of your proposed package.
Is Levr a Cloudsquare alternative for business loan brokers?
Levr is an option for brokers who want client intake, deal preparation, lender matching, submissions and pipeline in one workspace. Compare your required lenders, products, countries and integrations before choosing. Commission tracking is currently in beta.
Does Levr take a share of broker commissions?
No. Levr does not take a platform split of lender-paid broker commissions. The core broker plan is $0. The applicable lender agreement determines compensation, payment timing, eligibility and any clawbacks. Optional services have separate terms.
A brokerβs experience with Levr
βI handled these steps manually for years. Now every deal lives in one workflow.β
A Levr customer experience, not a claim about switching from Cloudsquare.
Explore the details for your brokerage
Try your broker workflow in Levr.
Start with the client, the documents and the lenders you already work with.
Compare other options
Sources and review notes
Reviewed October 17, 2026. Product scope and terms can change. Fit recommendations are Levrβs assessment of the published information, not claims that every feature has been tested. Product names belong to their respective owners; this comparison does not imply affiliation.