CS Lend Fuji 3.0 Launches to Help Lenders Stop Working Out of Their Inbox and Originate From One System
Los Angeles, CA – Cloudsquare announced the release of CS Lend Fuji 3.0, a major platform update designed to eliminate inbox-driven origination workflows and give lending teams a single system to manage communication, execution, and deal progress.
Across the lending industry, origination still runs through shared inboxes. Brokers email constantly for status updates, revised terms, contracts, and changes. Teams monitor the inbox, switch into the CRM to find the Opportunity and review data, then return to email to respond. This back-and-forth becomes the operating model, slowing deals down and making it difficult to maintain clear visibility into deal status.
As volume increases, this way of working creates delays, missed follow-ups, and confusion. Deal information becomes scattered across inbox threads and notes, and teams spend more time keeping email and CRM activity in sync than moving deals forward.
CS Lend Fuji 3.0 addresses this problem by fundamentally changing how communication flows. Anyone on the team can now read and reply to emails directly from the Opportunity, allowing origination work to happen in one shared place with full context and clear next steps.
Centralized Email Management Built for Origination
The headline feature of Fuji 3.0 is Centralized Email Management. Origination-related emails are automatically captured and displayed directly on the Opportunity timeline, bringing communication into the system of record.
When a broker asks for a status update, teams can see the full conversation history, context, and email thread in one view and reply directly from the Opportunity, just as they would from an inbox. This provides clear visibility into who responded and what has already been addressed, while ensuring the CRM remains the source of truth.
Task-Driven Follow-Ups With Clear Accountability
Fuji 3.0 also introduces task-driven notifications that turn communication into action. In high-volume origination environments, relying on memory to track follow-ups creates risk and inconsistency.
By tying email activity to follow-up tasks, important broker requests and internal reviews become trackable and assignable. This ensures next steps are visible and owned, helping every deal move forward without manual checking.
Expanded Global Search for Faster Answers
To further reduce friction, Fuji 3.0 expands Global Search across the borrower lifecycle. Teams can now quickly find Agreements, Applications, Remittances, Syndications, and Cases by searching an Account name.
This provides a complete view of borrower activity in seconds and significantly reduces time spent searching for information that should be immediately accessible.
Cleaner Data at Entry
Fuji 3.0 also improves data quality at the point of entry with built-in validation for U.S. bank routing numbers using ABA checksum algorithms. Routing numbers are validated the moment they are entered, helping prevent format errors that often lead to failed transactions and operational cleanup later in the lifecycle.
Servicing Reliability Improvements
The release includes several servicing fixes focused on stability and accuracy, including improvements to PDF generation for Statements and Remittance reports, refinements to reschedule logic and payment rounding, and updates to support high-volume weekend processing.
Why Fuji 3.0 Matters
For too long, origination teams have been forced to react to the loudest email in the inbox. Fuji 3.0 gives teams control over the deal again by unifying communication, search, and data validation inside a single system.
This release lays the foundation for the next stage of growth, allowing lending teams to scale volume without scaling headcount or operational complexity.
About Cloudsquare
Cloudsquare is the leading end-to-end lending platform, uniquely powered by Salesforce, to deliver unparalleled flexibility and innovation for lenders and brokers. With a commitment to optimizing lending processes through cutting-edge technology, Cloudsquare provides robust, scalable solutions that empower clients to achieve greater efficiency and growth. Celebrated by industry leaders, Cloudsquare has earned a place on the Inc. 5000 list as one of America’s fastest-growing companies and is consistently rated a top service provider on platforms like Salesforce AppExchange, G2, Clutch, and Manifest.
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