Turn Traffic Into Salesforce Synced Leads
Transform traffic into qualified, Salesforce-ready leads. Automatically capture and pre-qualify rate shoppers and comparison visitors with real-time Salesforce integration for effortless follow-up
Finance
Salesforce-Ready Mortgage Leads
Rate & Payment Estimator Flow
Embedded calculators, forms and personalized estimates turn site interaction into follow-up ready records, all captured and fully-synced to Salesforce.
Pre-Approval Funnel
Pre-qualification forms powered by dynamic logic capture essential data and direct leads to the right team, directly in Salesforce.
Campaign Landing Pages
Target potential customers with customizable pages to suit each campaign, capture UTM data, and attribute campaign performance, all integrated effortlessly with Salesforce.
“We are thrilled with the efficiency of Titan in helping us take our process to the next level.”
Explore Titan For Digital Mortgage Hub
Take a deeper dive into Titan for Digital Mortgage Hub, including customer success stories and real-world use cases
Customer Success
Leumi Transformed Their Customer Experience With Titan
Dynamic Salesforce Portals
See Salesforce Ben Demo Titan’s Dynamic Portals
Financial Service Cloud
Extend Salesforce Financial Service Cloud with a Digital Mortgage Hub
Upgrade Experiences in Salesforce Financial Services Cloud
Create any financial form you can dream of for FinOps using Titan’s no-code form builder for Salesforce. Automate data collection within Salesforce for financial services and streamline any contract, including loans, financial services agreements, and employment documents.
Generate docs and sign them securely with the power of real-time Salesforce data. Automate and enable self-service for almost every financial process, from loan applications to prospecting, banking to insurance, and so much more with Salesforce Financial Services Cloud. All clicks and no code!
Contract Lifecycle Management
Redline, edit, comment on, and track any financial contract on the planet every step of the way for rapid deals and seamless collaboration. Automate applications, contracts, and financial documents as they travel between directors, advisors, insurers, and customers. With Salesforce for finance and Titan FinOps you gain an end-to-end solution for financial document processes, secure compliance, and a unified customer experience.
Seamless eSignatures for Finance
Ditch paper for good with legally binding digital signatures and eSignatures for Salesforce. Get your financial docs signed quickly and securely with Titan Sign. We set up a transparent and secure signing experience for financial organizations, customers, and partners.
Turbo-Boost Doc Gen
Generate any financial doc for any use case with the speed and agility of real-time Salesforce data to obtain data handling consent, smooth partner agreements, and much more! Create branded and automated documents at the touch of a button.
Titan for Deal Room FAQs
How fast can we deploy rate calculators and pre-qualification flows?
Titan’s no-code platform allows for rapid deployment, often in just a few weeks, with immediate Salesforce integration.
Can we track campaigns, UTMs, and sources in Salesforce?
Yes. Titan captures UTM data in real-time and integrates campaign attribution directly into Salesforce for streamlined reporting.
How does consent and regulatory compliance work for leads?
Titan ensures compliance with industry standards, securely capturing consent and managing data retention. Fully compliant with GDPR and other regulatory frameworks.
How do we prevent duplicate leads?
Titan eliminates data duplication by syncing leads directly into Salesforce with built-in deduplication rules, ensuring accurate and clean data for follow-up.
Can different products (mortgage, refinance, HELOC) have different flows?
Absolutely. Titan allows for customized workflows and lead capture forms for different mortgage products, ensuring each lead follows the appropriate journey.
What about performance on mobile?
Titan forms and portals are fully responsive, providing a smooth experience on any device: desktop, tablet, or smartphone.
Can we embed in existing sites?
Yes! Titan forms and portals are easily embedded in existing websites or landing pages.
Ready to Turn Traffic into Leads?
