Lending
XL.
Modern lending infrastructure built natively on Salesforce for originators, lenders, and servicing teams.
Request a demo →Request datasheet →A Cloud Based Lending Software built on Salesforce that automates every step of the lending process, from the loan application and borrower evaluation to origination, underwriting, servicing, collection, reporting, and much more. Designed for banks, credit unions, and mortgage lenders, the platform enables users to configure rules, simplify processes, and gain operational efficiency at all levels. Accessible via a terminal, laptop, tablet, or mobile device, the platform enables users to process applications and prepare documents from anywhere. It also allows staff members to access the communication module to send automated and personalized emails as well as SMS messages to clients.
[ At a glance ]
- Product
- LendingXL · v4.2 (Apr 2026)
- Provider
- Techila Global Services · Salesforce Summit Partner
- Built on
- Salesforce FSC + Data Cloud + Agentforce
- Time to go-live
- 8 weeks (typical), per Summit-architect-led delivery
- Built for
- Lenders · originators · financial institutions
- Jurisdictions
- UK · CH · SG · HK · US (FCA, MiFID II, FINRA-aligned)
- Deployments
- 24 enterprise deployments live · 4.9/5 AppExchange rating
- Pricing model
- Per-advisor, per-month subscription · annual commit
[ The problem ]
Transform Your Business with Digital Solutions.
LendingXL streamlines every stage of the lending journey from application intake and document verification to underwriting, servicing, and reporting. Designed for scalability and operational efficiency, the platform helps lenders reduce turnaround time, improve compliance visibility, and deliver seamless borrower experiences across channels.
Its Salesforce-native architecture enables rapid customization, enterprise-grade security, and powerful integrations with third-party systems including CRMs, payment gateways, document platforms, credit bureaus, and analytics tools.
[ Features ]
Features of Cloud Based LendingXL
We follow a comprehensive approach to product implementation that ensures successful deployment and measurable results. Our proven methodology combines industry best practices with innovative solutions tailored to your specific business needs.
“We replaced nine applications with one. Our advisors got their week back, and our clients noticed inside a month.”
— Chief Operating Officer · Top-5 European Private Bank
[ Related services ]
Pair this product with.
Salesforce Financial Services Cloud
The platform Advisor Console Pro is built on. Pair the product with a senior-led FSC implementation for end-to-end delivery.
Explore→Salesforce Data Cloud
Ground Advisor Console Pro on a unified household profile — identity resolution, calculated insights, and real-time activation.
Explore→Agentforce
Extend the product with custom AI advisor copilots, complaint-triage agents, and adviser-assist surfaces.
Explore→Managed Support
Operate Advisor Console Pro as part of a senior-led managed-services engagement — observability, releases, and value review.
Explore→[ FAQ ]
Frequently asked questions.
What buyers ask before commissioning a Techila product.
[ More products ]
Explore the accelerator suite.
Eight accelerators across wealth, service, data, revenue and managed services.
Unify Harmoniser
Pre-built Data Cloud models and matching rules — the unification layer that powers Advisor Console Pro's household view.
Learn more→Agentforce Pilot Kit
Stand up the AI agents Advisor Console Pro relies on, with guardrails and Trust-Layer controls baked in.
Learn more→Platform Guardian
24×7 managed services with a quarterly value roadmap — operate Advisor Console Pro under packaged SLAs.
Learn more→