1 00:00:00.105 --> 00:00:00.845 All right, welcome back. 2 00:00:00.845 --> 00:00:02.565 And throughout the day we're talking to different people 3 00:00:02.565 --> 00:00:05.445 that are here, present at the B2B Finance Expo. 4 00:00:05.825 --> 00:00:07.165 So for the people that don't know you, 5 00:00:07.165 --> 00:00:08.525 introduce yourself and who you're with. 6 00:00:08.985 --> 00:00:10.685 Uh, thanks. My name is Jeffrey Morganstein 7 00:00:10.685 --> 00:00:11.685 and I'm with Cloud Square. 8 00:00:12.185 --> 00:00:14.125 Uh, and we're a lending platform, um, 9 00:00:14.125 --> 00:00:15.245 specialized in the industry. 10 00:00:15.705 --> 00:00:18.525 Uh, we're a loan origination system, loan servicing system, 11 00:00:19.105 --> 00:00:22.085 and, uh, work with, you know, uh, brokers 12 00:00:22.085 --> 00:00:23.165 and lenders within the space. 13 00:00:23.315 --> 00:00:26.605 Alright, so, um, how has, uh, coming to B2B Expo, 14 00:00:26.825 --> 00:00:28.045 how has it benefited your business? 15 00:00:28.635 --> 00:00:32.005 Well, it's great to see our customers, um, always nice 16 00:00:32.005 --> 00:00:34.685 to see familiar faces, learn what their roadmap is, 17 00:00:34.685 --> 00:00:38.405 what they want to continue to add to their platform, 18 00:00:38.475 --> 00:00:39.925 what the future holds for them, you know, 19 00:00:40.105 --> 00:00:41.925 how they're looking to expand their technology. 20 00:00:42.345 --> 00:00:43.685 Uh, just listening to our customers 21 00:00:43.745 --> 00:00:47.005 and understanding what their needs are so that we can build 22 00:00:47.005 --> 00:00:48.045 that into our platform. 23 00:00:48.465 --> 00:00:52.765 Uh, second, obviously, um, making new relationships, uh, 24 00:00:52.835 --> 00:00:56.725 with lenders, with brokers, um, educating the, the, 25 00:00:56.945 --> 00:00:58.485 the community about what we're working on 26 00:00:58.745 --> 00:01:01.365 and, you know, finally just, uh, connecting, you know, 27 00:01:01.365 --> 00:01:02.365 everybody to one another. 28 00:01:02.705 --> 00:01:04.885 Uh, brokers looking to make relationships with lenders. 29 00:01:04.885 --> 00:01:06.005 Lenders looking to, looking to 30 00:01:06.005 --> 00:01:07.085 make relationships with brokers. 31 00:01:07.465 --> 00:01:09.125 We cater to both sides 32 00:01:09.125 --> 00:01:11.325 and it's great to, uh, be part of the ecosystem 33 00:01:11.325 --> 00:01:14.365 and just help everybody, you know, be, uh, uh, 34 00:01:14.365 --> 00:01:16.045 prosper together, really. Yeah. 35 00:01:16.465 --> 00:01:17.845 So for your business, what makes you guys 36 00:01:17.845 --> 00:01:19.085 different than your competitors? 37 00:01:19.865 --> 00:01:21.645 Uh, well, we're based on Salesforce, 38 00:01:22.105 --> 00:01:25.205 so we're an end-to-end solution that, uh, you can, uh, 39 00:01:25.205 --> 00:01:26.245 whether you're a broker or lender, 40 00:01:26.465 --> 00:01:29.285 you can run your entire entire workflow, uh, 41 00:01:29.505 --> 00:01:31.605 on Salesforce without having to go to any system. 42 00:01:32.025 --> 00:01:35.005 So if you're a broker, you can go from, uh, 43 00:01:35.035 --> 00:01:38.085 application intake, um, take the deal through, 44 00:01:38.105 --> 00:01:40.725 submit it auto, submit it to a bunch of lenders, um, 45 00:01:41.305 --> 00:01:43.445 via our, uh, lender Integration network. 46 00:01:43.815 --> 00:01:45.685 We're integrated with over 25 lenders now, 47 00:01:46.105 --> 00:01:49.645 and receive responses with approvals straight into the CRM 48 00:01:49.985 --> 00:01:51.165 and see that deal through funding. 49 00:01:51.505 --> 00:01:55.605 And if you're a lender, it's similar, uh, take a deal 50 00:01:55.745 --> 00:01:58.885 or you have an application, receive that application, 51 00:01:59.545 --> 00:02:03.085 get the bank statements parsed, application parsed, uh, 52 00:02:03.145 --> 00:02:05.285 you have a fully, uh, underwritten, uh, 53 00:02:05.355 --> 00:02:08.005 profile within the system within a matter of seconds, 54 00:02:08.665 --> 00:02:11.245 and you can progress it through all the way down 55 00:02:11.245 --> 00:02:14.085 to the funnel into funding, servicing, 56 00:02:14.115 --> 00:02:15.285 collections, and beyond. 57 00:02:15.385 --> 00:02:17.645 So, um, we're Salesforce based 58 00:02:17.705 --> 00:02:20.325 and essentially you don't have to go to any other platform. 59 00:02:20.325 --> 00:02:21.765 You can run your entire business on ours. 60 00:02:22.305 --> 00:02:23.845 So coming into B2B Expo, 61 00:02:23.845 --> 00:02:25.845 how is it beneficial for your business? Well, 62 00:02:26.195 --> 00:02:28.245 It's, uh, great to, you know, uh, it's great 63 00:02:28.245 --> 00:02:29.445 to educate those 64 00:02:29.565 --> 00:02:31.645 that don't know about clouds score just yet. 65 00:02:32.065 --> 00:02:34.925 Uh, we are the ro most robust learning platform on the 66 00:02:34.925 --> 00:02:38.725 market, uh, and, uh, obviously the most end-to-end. 67 00:02:38.725 --> 00:02:40.725 Ladies and gentlemen, please report 68 00:02:40.755 --> 00:02:42.485 Back to the general session room. 69 00:02:42.485 --> 00:02:45.765 Ladies and gentlemen, you are now required to come back 70 00:02:45.785 --> 00:02:47.565 to the general session room. 71 00:02:48.155 --> 00:02:50.765 Alright, before that, go ahead. Go start again. 72 00:02:53.545 --> 00:02:55.605 Uh, what was the question again? 73 00:02:56.385 --> 00:02:58.125 So how has it been been beneficial? 74 00:02:59.105 --> 00:03:01.845 Uh, so coming to these events, it's beneficial 75 00:03:01.905 --> 00:03:04.245 for Cloud Square to get our name out there, obviously, 76 00:03:04.785 --> 00:03:08.845 and, uh, inform, uh, the industry that, uh, 77 00:03:08.905 --> 00:03:11.725 we are the end-to-end solution for their needs. 78 00:03:12.545 --> 00:03:14.005 The industry has always complained 79 00:03:14.005 --> 00:03:15.405 that there's no complete solution. 80 00:03:15.405 --> 00:03:17.805 They always have to migrate to the next 81 00:03:18.115 --> 00:03:19.605 biggest and better thing. 82 00:03:19.945 --> 00:03:23.605 Um, but we are that one stop shop that, um, can help grow 83 00:03:23.635 --> 00:03:26.525 with their business and you can always add more 84 00:03:26.985 --> 00:03:28.245 to our platform. 85 00:03:28.585 --> 00:03:30.565 Um, not only that, but we're actually looking 86 00:03:30.585 --> 00:03:32.205 to add additional verticals as well. 87 00:03:32.645 --> 00:03:34.005 A lot of people in this space are looking 88 00:03:34.025 --> 00:03:36.925 to not only do merchant cash, advance, uh, 89 00:03:36.925 --> 00:03:38.445 revenue based financing anymore, 90 00:03:38.555 --> 00:03:42.445 looking at equipment term loans, invoice factoring, um, 91 00:03:42.735 --> 00:03:45.325 lines of credit, and we're actually able 92 00:03:45.325 --> 00:03:46.405 to support all that as well. 93 00:03:46.745 --> 00:03:47.845 And that's something that the, 94 00:03:48.345 --> 00:03:49.605 the industry doesn't know just yet, 95 00:03:49.605 --> 00:03:51.525 but we're looking to, you know, market here soon. 96 00:03:51.995 --> 00:03:56.365 Awesome. And then overall, I mean, have you, when you go 97 00:03:56.365 --> 00:04:00.085 to like an event like this to B2B Expo, uh, is there any 98 00:04:00.725 --> 00:04:03.685 customer, any person that you take away 99 00:04:03.685 --> 00:04:06.685 that it's been a valuable add to your, to your, 100 00:04:06.705 --> 00:04:07.965 um, to your workflow? 101 00:04:09.345 --> 00:04:10.605 Repeat the question one more time. Sure. 102 00:04:10.785 --> 00:04:14.245 So has there been anyone or any specific customer 103 00:04:14.245 --> 00:04:17.005 or any experience that you've taken out of coming here 104 00:04:17.665 --> 00:04:20.085 or going to an event like this that's brought value to your 105 00:04:20.285 --> 00:04:21.285 Business? You know, one 106 00:04:21.285 --> 00:04:23.965 huge, uh, value add coming here is being able 107 00:04:23.965 --> 00:04:28.805 to meet lenders and talk to their, uh, VP of sales 108 00:04:29.025 --> 00:04:30.485 or VP of advisor relations 109 00:04:30.985 --> 00:04:34.205 and form them that, uh, we have this growing network 110 00:04:34.345 --> 00:04:36.085 of integrations with lenders 111 00:04:36.085 --> 00:04:38.485 and that their biggest pain point is brokers 112 00:04:38.485 --> 00:04:40.765 that don't have the right technology, um, 113 00:04:40.875 --> 00:04:43.805 that can fund at the speed that the lender wants them to. 114 00:04:44.425 --> 00:04:46.125 And we're actually setting up partnerships 115 00:04:46.125 --> 00:04:49.285 with all these lenders to lower the barriers to entry 116 00:04:49.305 --> 00:04:51.805 so brokers can get on such a powerful platform 117 00:04:51.805 --> 00:04:55.365 as ours at a very affordable price, which helps everybody 118 00:04:55.365 --> 00:04:57.085 around, um, helps the broker 119 00:04:57.085 --> 00:04:58.085 because they'll be able 120 00:04:58.085 --> 00:05:00.885 to scale their business without having to migrate 121 00:05:00.885 --> 00:05:02.165 to a new solution more. 122 00:05:02.185 --> 00:05:03.205 And it helps the lenders 123 00:05:03.205 --> 00:05:05.765 because now they'll be able to get submissions from these 124 00:05:05.765 --> 00:05:09.445 brokers, quality submissions from these brokers through, uh, 125 00:05:09.625 --> 00:05:12.725 our platform, straight into their CRM. 126 00:05:13.345 --> 00:05:16.605 So it cuts out a lot of the, the middleman we're having 127 00:05:16.625 --> 00:05:18.725 to dig through emails and inboxes 128 00:05:18.825 --> 00:05:21.045 and everybody just saves a lot of time. 129 00:05:21.505 --> 00:05:23.325 The process is much more seamless. Awesome. 130 00:05:23.325 --> 00:05:24.605 Well thank you so much for your time 131 00:05:24.625 --> 00:05:26.645 and I know you guys are doing something very valuable, 132 00:05:26.825 --> 00:05:29.605 making sure that people save time when they're 133 00:05:29.605 --> 00:05:30.965 doing business to get more business. 134 00:05:30.985 --> 00:05:32.885 Yep. So again, thank you so much for your time. Thank you.