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Techila/Products/LendSuite: Salesforce lending software

LendSuite:
Salesforce lending software

Loan origination, underwriting, servicing and collections on Salesforce, for banks, credit unions and mortgage lenders.

A managed package installed in your Salesforce org from Techila's private app store.

LendSuite (formerly LendingXL) is Techila's lending software built on Salesforce. It runs the loan process in one Salesforce org: application, borrower evaluation, origination, underwriting, servicing, collection and reporting. It is designed for banks, credit unions and mortgage lenders, lets staff configure lending rules, and sends automated emails and SMS to borrowers. LendSuite is delivered as a managed package through Techila's private app store, not the public AppExchange.

At a glance

Built on
Salesforce Financial Services Cloud
For
Banks, credit unions, mortgage lenders
Delivered as
Managed package
Available from
Techila's private app store

The practice

Loan origination software on Salesforce

LendSuite is for lenders who already run customers in Salesforce, or plan to, and want the loan file in the same place. Loan officers, underwriters and servicing teams work from one record, on a desktop, tablet or phone, and reports and dashboards show the book in real time. Data stays in Salesforce; the product does not keep a copy on other servers.

LendSuite loan servicing: payments, notices and collections on Salesforce

How does LendSuite handle a loan?

Each loan moves through the same stages on one Salesforce record, so the loan officer, underwriter and servicing team see the same history. Staff can process applications and prepare documents from any device, and the communication module sends emails and SMS at each stage.

  • Full lifecycle. Origination to underwriting to funding, then servicing and collection.
  • Configurable rules. Staff set the lending rules and steps for each product.
  • Mobile. Lightning ready, and works on iPhone and Android devices.
  • Reports and dashboards. Users build real-time reports, for example on loans by type.

The loan stages LendSuite runs in Salesforce

  1. Loan applicationCaptured from any device
  2. Borrower evaluation
  3. Origination
  4. UnderwritingAgainst the rules you configure
  5. ServicingWith automated email and SMS
  6. Collection
  7. ReportingReal-time reports and dashboards
The stages as LendSuite's product description lists them. Every stage works on the same Salesforce record.

Is LendSuite loan origination software or loan management software?

Both. Loan origination software covers the steps up to funding: application, borrower evaluation, underwriting and approval. Loan management software covers what follows: servicing the loan, collecting payments and reporting on the book. LendSuite runs both halves on one Salesforce record, so a loan does not move to a second system after it is funded.

Loan origination and loan management stages, and how LendSuite covers each
StagePart ofWhat LendSuite does
Loan applicationLoan originationCaptures the application from any device
Borrower evaluationLoan originationRuns the borrower evaluation step in the same loan file
UnderwritingLoan originationRuns the underwriting step against configurable lending rules
FundingLoan originationTakes the loan from underwriting to funding on the same record
ServicingLoan managementServices the loan, with automated email and SMS to the borrower
CollectionLoan managementHandles collection on the same loan record
ReportingLoan managementReal-time reports and dashboards, for example loans by type

Because it runs in Salesforce, the loan sits next to the customer record your sales and service teams already use. For the CRM side of lending, see Salesforce for financial services; to see LendSuite on your loan products, request a demo.

Does Salesforce already do loan origination?

Yes, as a paid add-on. Salesforce sells Digital Origination (formerly Digital Lending) for Financial Services Cloud. Its pricing page lists it as an add-on for the Sales and the Sales and Service Core and Advanced editions at $175,000 per org per year (USD, billed annually), including 25,000 applications, with more applications at $6,000 per 1,000. It is included in the Max edition.

LendSuite is a separate app built on Salesforce, installed as a managed package from Techila's private app store. The table sets out what each covers, from Salesforce's pricing page and LendSuite's own product description.

Salesforce Digital Origination and LendSuite compared
QuestionSalesforce Digital OriginationLendSuite
What is it?Salesforce's origination add-on for Financial Services CloudTechila's lending app built on Salesforce
Lifecycle coveredApplication intake through underwriting, decisioning and documentsApplication, borrower evaluation, origination, underwriting, servicing, collection and reporting
UnderwritingUnderwriter Console, credit check, business rules engineUnderwriting step in the loan lifecycle; configurable rules
Borrower communicationDisclosure and consent management, signature captureCommunication module for automated, personalized email and SMS
IntegrationsIntegration orchestrationPayment gateways, document platforms, credit bureaus and ERP systems
Published price$175,000 per org per year with 25,000 applications (add-on)On request

Prices are from Salesforce's Digital Origination pricing page, read on 10 November 2026. To compare the two for your lending products, book a discovery call.

How is LendSuite delivered?

  • Managed package. LendSuite installs into your Salesforce org as a managed package.
  • Techila private app store. LendSuite is distributed through Techila's private app store rather than the public Salesforce AppExchange. Contact Techila for licensing.
  • Set up by Techila. The Techila team configures your loan products, rules and integrations.
  • Built on Financial Services Cloud. LendSuite runs on Salesforce Financial Services Cloud.

Capabilities

What does LendSuite include?

Delivered as a managed package and configured by Techila for your loan products, rules and integrations.

/01
Built on Salesforce
Runs natively in your Salesforce org, so loan data sits next to your customer records.
/02
Loan lifecycle
Origination, underwriting and funding, then servicing and collection.
/03
Rules configuration
Staff configure lending rules and process steps without new code.
/04
Borrower communication
Automated, personalized emails and SMS from the communication module.
/05
Third-party integrations
Payment gateways, document platforms, credit bureaus and ERP systems.
/06
Reports and dashboards
Real-time, customizable reports on applications and loans.

Delivery process

How do you get started?

Four steps, each ending with something you can check before the next one starts.

Step 01
Discovery call
Output: fit check
We look at your Salesforce org, your editions and the process LendSuite has to support, and tell you whether the app fits.
Step 02
Install plan
Output: install plan and quote
Objects, fields, users and integrations in scope, the sandbox plan and the price for your setup.
Step 03
Configure and test
Output: tested sandbox
We set up your loan products, rules, stages and borrower messages. Your team tests it in a sandbox before anything reaches production.
Step 04
Go live and train
Output: live app, trained users
Deployment to production, training for admins and users, and support while people settle in.

FAQ

LendSuite questions.

What lenders ask before choosing loan origination software on Salesforce.

Sources

Last reviewed:

  1. Salesforce, Salesforce Digital Origination software pricing (read 10 November 2026)

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