Jeffrey Morgenstein

Experience

1. Co-founder & Chief Executive Officer

   Cloudsquare

   Apr 2018 — Present

   What We Do Cloudsquare solves problems with technology. We partner with you to deliver measurable outcomes based on your business needs. Build and grow your Salesforce platform with a team of world-class solution architects, developers, business analysts, and project managers. Our Products Robust accelerators and integrations built for the Small Business Lending Sector. All of our products have a 30-Day Money Back Guarantee. FundSuite Loan Origination System (LOS) on Salesforce built for the Small Business Lending sector. If you are a direct funder, you can Originate, Underwrite, Service and Syndicate your deals. BrokerSuite #1 Application on Salesforce for brokers in Small Business Lending and Merchant Cash Advance. Clear Direct integration with Thomson Reuters CLEAR. Purchase and retrieve CLEAR data natively on Salesforce. Integrated with CLEAR ID Confirm, Risk Inform, Business, and Person reports. Plaid Hero Direct integration with Plaid. Authenticate bank accounts, see transactional data up to 24 months, auto-summarize the most important key metrics, and auto-calculate balances as additional transactions are fed. Credit Hero Soft and Hard Credit pulls directly from Salesforce. Compatible with Experian and Factual Data. Checklist Hero Create dynamic checklists for any object with any criteria to ensure your team is following the correct steps for any deal.

Skills

• Ios Deve
• Php
• Cloud Computing
• Project Management
• Microsoft Office
• Real Estate
• Residential Mortgages
• Management
• Customer Service
• Salesforce.com
• Sales
• Jquery
• Rest
• Finance
• Objective-C
• Html
• Ios
• Phpmyadmin
• Certified Salesforce Administrator
• Sql
• Cascading Style Sheets (Css)
• Angularjs