All integrationsCommunication

Titleman and Dialpad

On request: we connect Titleman to Dialpad for your team.

What the pairing would give

  • Once the connection is made, what was said on deal calls, meetings and threads would stay with the deal it is about.
  • An analyst or a lender preparing a memo would find the record in one place instead of asking around.

An example workflow, once the connection is made

  1. InputThe Dialpad records your team chooses to share for one deal.
  2. TitlemanTitleman would file them under that deal, each linked to where it came from.
  3. OutputThe deal file with its conversation history in order, ready before a call or a committee.

Request this integration

Every integration is set up on request. Tell us what you would use Dialpad for and the team will write to you.