Published 15 Mar 2024 · Last reviewed 11 Nov 2026
loanDepot
One Salesforce lending CRM from origination to closing
Client
loanDepot
Industry
Financial services
Salesforce products
Sales Cloud
Integration
LendingTree
Delivered by
Techila Global Services, Salesforce Summit Partner
Techila Global Services built loanDepot a single Salesforce lending CRM after a series of acquisitions left teams on separate systems. One process now runs from pre-approval through processing, underwriting, approval and closing, with LendingTree prospects flowing in, payment tracking, document generation and management dashboards.
loanDepot is a US mortgage lender. After acquiring several lending companies it needed one CRM that every team could use. Techila Global Services, a Salesforce Summit Partner, consolidated the lending processes into one Salesforce org with defined stages from origination to closing. For lenders starting this work today, Techila's LendSuite packages the same origination-to-servicing model on Salesforce Financial Services Cloud. Source: original Techila case study (published 15 March 2024, archived copy); product names reviewed 11 November 2026.
At a glance
- Scope
- Lending CRM consolidation: origination, underwriting, approval, closing and payment tracking
- Integration
- LendingTree prospect feed
- Original case study
- Published 15 March 2024; refreshed 11 November 2026
- Provider
- Techila Global Services · Salesforce Summit Partner
The challenge
Acquisitions had left loanDepot with several systems and no shared view of borrowers. Loan officers needed flexibility on terms, the business needed a controlled path from pre-approval to closing, and payments, partner offers and syndicated funding were tracked by hand.
Several acquired lending businesses ran on separate systems, so there was no single CRM accessible to everyone.
Loan officers needed flexibility to structure lending around each customer's requirement.
The process from pre-approval through processing, underwriting, approval and closing had to be enforced consistently.
Payments received from customers were tracked manually.
Offers from loan operators, which give customers comparable terms for loans and insurance, were not integrated.
There was no 360-degree view of customers and no customer analytics.
Larger deals needed collaboration with syndicators for funding.
The solution
Techila consolidated the lending processes into one Salesforce solution. Each stage defines what happens next, data was cleansed so the whole organization works from one application, LendingTree prospects are pulled in automatically, and reports and dashboards show what has been disbursed and recovered.
Consolidated the processes used across the organization into one Salesforce solution.
Designed the data model to hold every step from origination and underwriting to closing, with defined stages that set the work for each step.
Built management reporting so stakeholders can see how much has been disbursed and recovered, plus reports and dashboards for each team.
Ran a data cleansing exercise so the whole organization works from a single application.
Integrated LendingTree to bring in prospects that are active in the market.
Added document generation from Salesforce for customer-facing documents.
Salesforce products used
Results
The original March 2024 case study reported qualitative outcomes only, with no figures: borrower and payment information in one place, kept current in real time and available around the clock.
A complete view of each customer and their payment status in one Salesforce org
Lending information kept up to date in real time and available around the clock
Related reading
- LendSuite lending platform on Salesforce: Techila's lending product.
Related services
How Techila delivers this for your team
LendSuite
Techila's lending product on Salesforce Financial Services Cloud: origination, underwriting, syndication and servicing.
See the service→Financial services
Salesforce for banks, lenders and wealth managers: data model, compliance and integration.
See the service→Financial Services Cloud
Implementation and rebuilds of Salesforce Financial Services Cloud.
See the service→Salesforce integration
Connect Salesforce to lead marketplaces, loan systems and payment platforms.
See the service→FAQ
Frequently asked questions.
What buyers ask after reading this Techila case study.
One Salesforce lending CRM that replaced the separate systems left by acquisitions. It covers pre-approval, processing, underwriting, approval and closing, tracks customer payments, generates documents and brings in LendingTree prospects.
LendingTree, to extract prospects active in the market. Payments, document generation and management reporting run inside Salesforce.
No. The March 2024 case study reported qualitative outcomes only: a complete view of customers and payment status, with real-time information available around the clock. This page does not add figures that were not published.
Most lenders now start from Salesforce Financial Services Cloud rather than a custom data model. Techila's LendSuite packages origination, underwriting, syndication and servicing on Financial Services Cloud, and our financial services team scopes the integrations.
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