TheLOSDirectory

Fundingo

Full LOS

Fundingo is a Salesforce-based LOS from CloudMyBiz that targets CDFIs and other mission-driven lenders with one system for origination, underwriting, servicing, and reporting.

CDFIs and other lenders that want a Salesforce-based system spanning origination, underwriting, servicing, and reporting

BanksCredit UnionsPrivate Lenders
Commercial Small Business Consumer Cloud

Quick Facts

Company
CloudMyBiz
Founded
2013
HQ
Sherman Oaks, CA
Best Fit
Small to Midsize
Pricing
Custom subscription pricing
Market
Niche CDFI and alternative lending vendor; customer count is not publicly disclosed
Visit CloudMyBiz →

Overview

Fundingo is a Salesforce-based loan management platform from CloudMyBiz, which launched the product in 2013. Public product pages position it as an all-in-one system for origination, underwriting, servicing, and reporting, and the company markets Fundingo directly to CDFIs. That makes it more relevant to mission-driven lenders than most mainstream bank LOS platforms. The tradeoff is that the public record is still heavy on vendor-authored material, and the company does not publish standard pricing or a public customer count. Buyers should treat Fundingo as a serious shortlist candidate for CDFIs that want Salesforce flexibility, then pressure-test reporting depth, implementation scope, and how much still depends on custom Salesforce work.

Key Features

  • ▸ Salesforce-based architecture from CloudMyBiz
  • ▸ Loan origination workflow with digital applications and pipeline tracking
  • ▸ Underwriting and loan servicing in the same system
  • ▸ Reporting dashboards and portfolio visibility
  • ▸ Electronic document and contract handling
  • ▸ Servicing support for statements, disbursements, and repayment tracking
  • ▸ Configurable workflows for non-bank and mission-driven lenders
  • ▸ Vendor markets dedicated CDFI loan management workflows

Pricing

What we know about Fundingo pricing:

Custom pricing; Fundingo does not publish standard rates on its public site

Like most enterprise LOS vendors, CloudMyBiz doesn't publish standard pricing. Quotes are customized based on institution size, loan volume, and module selection. We recommend requesting all-in three-year TCO quotes that include implementation, training, and ongoing fees.

Key Integrations

Publicly documented integrations or connectivity options for Fundingo include the following:

Salesforce

Ideal Customer Profile

Asset Size
Best for smaller to midsize lenders; larger institutions only if Salesforce is already strategic
Loan Volume
Mission-driven lender with moderate workflow complexity and meaningful reporting needs
Staff Size
5 to 40 lending and servicing staff
Best When
You want one system for origination and servicing, you value Salesforce flexibility, and CDFI-specific reporting questions matter more than buying the biggest bank platform

Pros & Cons

Strengths

  • ✓ Closer fit for CDFIs than most bank-first LOS platforms
  • ✓ Origination and servicing live in one Salesforce-based system
  • ✓ Flexible enough for lenders that already rely on Salesforce
  • ✓ Public product story speaks directly to CDFI use cases

Limitations

  • ✗ Pricing is not public
  • ✗ Public product evidence is mostly vendor-authored
  • ✗ Salesforce adds its own complexity if your team does not already live there
  • ✗ Public integration list is thinner than larger enterprise platforms
  • ✗ Customer count and implementation scope are not clearly documented

Frequently Asked Questions

Is Fundingo built on Salesforce?
Yes. CloudMyBiz describes Fundingo as a Salesforce-based loan management solution, and the product story throughout the public site centers on running origination, underwriting, servicing, and reporting on that Salesforce foundation. That is attractive for CDFIs that already use Salesforce, but it also means buyers should ask what Salesforce licensing, admin work, and customization are required beyond the base subscription.
How much does Fundingo cost?
Fundingo does not publish standard pricing on its public site. Like most enterprise lending software vendors, it appears to price by custom quote. CDFIs should ask for a three-year total cost model that includes software, Salesforce dependencies, implementation, data migration, reporting setup, and any ongoing professional services.
Is Fundingo a good fit for CDFIs?
Yes, it is one of the few LOS vendors that explicitly markets to CDFIs. That alone does not prove the product solves every reporting or compliance need, but it does make Fundingo more relevant than mainstream bank-first platforms when you need mission tracking, flexible workflows, and a loan fund style operating model.
Who should be careful with Fundingo?
Teams that do not want Salesforce in the middle of lending operations should be careful. Fundingo makes the most sense when Salesforce flexibility is a strength, not a burden. If your institution wants a bank-style credit and risk stack or a fully documented ecosystem of core integrations, a platform like Abrigo or nCino may be easier to defend internally.

Last updated: April 24, 2026

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