Author Archive | Nicole R. Alvarez

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Lending Better: Essential Apps and Integrations for Salesforce

Have you ever taken a good look at how many individual steps your day-to-day operations involve? How many different documents or spreadsheets do you handle a day? How many programs do you use to manage them? With the right apps and integrations, you can handle more than just loan management in Salesforce. Lenders can manage […]

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Salesforce Consultant or Internal Admin? Here’s What to Consider.

When used as loan management software, Salesforce automates business tasks, organizes processes, and provides data insights you might be missing. As many alternative lenders find themselves at a pivot point between in-person and digital lending, more have decided to bring their operations online. Unfortunately, many teams are ill-equipped to handle implementation, training, and updates in […]

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CloudMyBiz Named in the Inc. 5000 List for Third Year

In times of change, those who stand out are those who adapt. This statement is what guides CloudMyBiz’s vision. We are proud to announce that Inc. magazine has named CloudMyBiz on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most […]

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A view of the hands of two individuals at a desk, one holding a stack of papers and gesturing to the other set of folded hands.

SBFA Responds to New York’s APR Disclosure Bill

Following the vague terms of bill A10118A/S5470B, which would require New York lenders to provide certain uniform disclosures, it’s no surprise that industry leaders are reacting with frustration. Steve Denis, Executive Director of the Small Business Finance Association, remarked, “It’s actually shocking to me how tone deaf those who claim to represent our industry are […]

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Consumer Expectations Will Set the New Lending Standard

Changing times result in changing industries. With stiff competition among businesses, the new standards for success are being set by customer expectations. Industries from education to lending are learning fast that to stay in business, they must remain highly competitive and in-tune with their customers. J.D. Power’s 2020 U.S. Primary Mortgage Servicer Satisfaction Study announced […]

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Borrowers Still Hold Misconceptions About Alternative Lenders

The economic crisis is causing more and more businesses to seek additional funding. Many individuals who are beginning their search still have long-held misconceptions about what makes them a good candidate for a loan. So, what do some of those misconceptions look like? While traditional bank loans may have strict requirements for applicants, many business […]

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