Foretrust Funding, an alternative lender, increased funding volume by 5X and tripled revenue after implementing Cloudsquare’s Salesforce-native lending platform. By replacing fragmented systems and manual processes with a unified solution built on Salesforce, Foretrust has scaled operations while maintaining efficiency and control.
Foretrust Funding launched with a clear objective: build a lending operation capable of rapid growth without operational chaos. However, early reliance on spreadsheets and third-party syndication platforms created significant limitations. Disconnected systems made it difficult to track deals in real time, while manual workflows slowed down application processing and repayment tracking. As submission volume increased, operational complexity grew, forcing the team to consider additional headcount just to maintain pace.
“We were syndicating other funders’ books and working in spreadsheets. It was impossible to see what was happening in real time,” Aloni Matzon, CEO of Foretrust Funding, said.
After evaluating multiple solutions, Foretrust selected Cloudsquare for its purpose-built lending platform designed specifically for alternative finance companies.
“Cloudsquare had a product nobody else offered, built on Salesforce,” Matzon said. “After evaluating other options, we saw the most value in their approach.”
With Cloudsquare, Foretrust deployed a fully integrated, end-to-end lending system that unified every stage of the lending lifecycle, including automated workflows replacing manual spreadsheet processes, real-time underwriting with integrated financial data, streamlined applications, approvals and agreements, automated servicing, payment tracking and reconciliation, and centralized reporting for complete operational visibility. The platform also integrates with data providers such as Plaid and Thomson Reuters CLEAR.
Within months of going live, the company achieved measurable results: 3X increase in total revenue, 5X growth in funding volume and operational efficiency gains without increasing headcount.
By consolidating its lending operations into a single, Salesforce-powered platform, Foretrust eliminated manual bottlenecks and gained real-time visibility across its entire portfolio. The result is a scalable, efficient infrastructure that enables continued growth without proportional increases in cost or complexity.
