55% Software Cost Savings for RCPA

Salesforce sits at the center of RCPA’s operations, managing processes, systems, and internal communication. The organization also relied on multiple tools connected to Salesforce for forms, signatures, file collection, and integrations. 

Each tool handled one part of the process, but together they were difficult to maintain. Updates did not always flow cleanly back into Salesforce, and employees spent time correcting incomplete or inconsistent application data. 

One clear example was RCPA’s onboarding and credit application process. Small business owners needed a straightforward way to complete administrative steps, while RCPA needed a cleaner way to manage applications already in progress. When information changed mid-application, the team had to spend more time checking details, fixing records, and following up.

Signing added another layer. Some applications required signatures from multiple business owners. Others required internal approval from leaders such as the CFO. Managing those signature paths across different documents was becoming harder to control.

RCPA also needed a more secure way to collect banking details, driver’s licenses, and identification documents. Email and text were not appropriate channels for sensitive business uploads, especially as the company prepared for SOC 2 audits. 

RCPA used Titan Enterprise Suite to build a secure credit application portal connected to Salesforce in real time.

Customers verify their identity with SmartV, enter the portal, and complete the credit application in one place. For existing customers, Salesforce data is pre-filled into the form, reducing manual entry and helping business owners move through the application faster.

The application also collects supporting documents, such as driver’s licenses, through controlled file uploads. This gives RCPA a structured way to collect sensitive information instead of relying on email or text messages. 

After submission, Titan routes the application for eSignature to the right stakeholders. This includes multiple business owners when needed and internal approvers such as the CFO.

Submitted data, uploaded documents, signature statuses, and next steps sync with Salesforce, giving RCPA a clearer way to manage internal checks and follow-up actions.

55% Software Cost Savings
Titan helped RCPA reduce software costs by 55% compared to its previous setup for Salesforce-connected forms, signatures, uploads, and integrations. 

Self-Service Credit Applications
Customers complete credit applications through a secure portal, with data captured into Salesforce. This gives RCPA cleaner applications with less manual correction. 

Proactive Application Follow-Up
RCPA can see when a customer starts an application but does not finish it. The team can follow up at the right time and keep applications moving.

Secure Document Collection
Customers access the portal with SmartV two-factor authentication, then submit banking details, driver’s licenses, and identification documents through controlled file uploads instead of email or text. 

Faster Compliance Review
The Compliance team receives required documents more quickly and consistently, reducing the time spent chasing missing files. 

Multi-Signer Approval Paths
Titan supports RCPA’s signing process across multiple business owners and internal approvers, including CFO review.

Stronger SOC 2 Preparation
Titan gave RCPA a more controlled process for collecting sensitive documents as the organization prepared for SOC 2 audits.