Locklear Lending (Candid)
Salesforce mortgage CRM with borrower and agent portals

Q: What did Techila build for Locklear Lending (Candid)?

A Salesforce mortgage CRM with a single prospect screen, underwriting document tracking, pre-approval letters by text and email, a borrower portal, an agent portal, and HouseCanary and Handwrytten integrations.

Q: How are underwriting documents tracked?

Users request documents from borrowers and move each one through Upcoming, Ready to send, Sent, Revision needed, Completed and Submitted. Files are stored in Google Drive and opened directly from Salesforce.

Q: What can referring agents do in the agent portal?

Send referrals to loan officers, which create prospects in Salesforce, follow the status of referred prospects and deals, and download approval letters to share with borrowers.

Q: Is there a packaged version of this for lenders?

Yes. Techila's LendSuite covers origination, underwriting and servicing on Salesforce Financial Services Cloud, and can be extended with portals like the ones built here.

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Client

Locklear Lending (Candid)

Industry

Salesforce for Financial services

Salesforce products

Sales Cloud, Experience Cloud

Integration

Google Drive, HouseCanary, Handwrytten

Delivered by

Techila Global Services, Salesforce Summit Partner

Techila Global Services built Locklear Lending (Candid) a Salesforce mortgage CRM: one screen for borrower and co-borrower details, an underwriting document tracker, pre-approval letters by text and email, a borrower portal for uploads and an agent portal for referrals. Integrations add property data from HouseCanary and birthday cards through Handwrytten.

Locklear Lending (Candid) is a US mortgage lender. Techila Global Services, a Salesforce Summit Partner, built its prospect-to-deal process on Sales Cloud with borrower and agent portals on Experience Cloud. Lenders planning a similar build can start from Techila's LendSuite on Salesforce Financial Services Cloud. Source: original Techila case study (published 4 March 2024, archived copy).

At a glance

Scope: Prospect screen, underwriting documents, pre-approval letters, borrower portal, agent portal, three integrations
Results: Not published in the original case study
Original case study: Published 4 March 2024; refreshed 11 November 2026
Provider: Techila Global Services · Salesforce Summit Partner

The challenge

Candid's loan officers needed one place to capture a borrower and co-borrower and add details as the prospect progressed, then screen applicants through underwriting, convert prospects to deals and survey clients after closing. Referring agents needed their own way to send referrals, download approval letters and follow their deals.

Loan officers needed one screen to capture borrower and co-borrower details, adding information at each prospect stage.

Applicants had to be screened through an underwriting process with many documents.

Prospects had to convert to deals, with a client survey after each closing.

Referring agents needed to send referrals, download approval letters and track their prospects and deals.

The solution

Mortgage CRM and portals

Techila built a single prospect screen, an underwriting screen to request, review and track documents stored in Google Drive, and a one-click way to send pre-approval letters as PDF by text and email. A borrower portal handles uploads, an agent portal handles referrals and pipeline, and HouseCanary and Handwrytten integrations add property data and client birthday cards.

Prospect creation: one screen for borrower and co-borrower basics, completed as information arrives.

Pre-approval letters: sent to borrower and co-borrower as a PDF by text message and email from Salesforce.

Underwriting documents (Requested Information Needed): users request, verify and track documents through the stages Upcoming, Ready to send, Sent, Revision needed, Completed and Submitted, with archive and unarchive. Files are stored in Google Drive and opened from Salesforce.

Borrower portal: borrowers and co-borrowers upload documents and see their status; online forms capture the annual mortgage and property transaction details.

Agent portal: agents send referrals that create prospects, follow their pipeline, download approval letters, and loan officers see which agents bring the most business, with prospects, closed deals and closed volume.

Integrations: HouseCanary for property data such as tax history and year built, and Handwrytten for personalized birthday cards to clients.