Software Outfitters aumenta i tassi di completamento dei documenti relativi ai prestiti dell'80%

Software Outfitters ha più di tre decenni di esperienza nella creazione di applicazioni software personalizzate per clienti negli Stati Uniti. Offre software per la gestione dei prestiti appositamente scritto per le società finanziarie basate su Internet e fornisce strumenti web progettati per aiutare gli insegnanti e i distretti scolastici a prendere decisioni più rapide e migliori.

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Software Outfitters

 uses 

HelloSign

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Conoscere a fondo

Software Outfitters

La sfida
L'opportunità

Software Outfitters achieved early success building a successful application for financial services companies to manage the loan application process. For many years this process was dependent on a print-sign-scan-fax workflow, which was time-consuming and inefficient. “When eSignatures became a valid and acceptable method of acquiring legally binding signatures we moved in that direction for loan documents,” says Rob Harsh, CEO of Software Outfitters.


The team selected the Adobe Sign API and used it for a few years before it became cost-prohibitive. According to Rob, “Adobe Sign was extremely expensive. It was getting more expensive as we grew with huge transaction and baseline costs. We had to find something different.”

"Cambiare l'API da Adobe Sign a HelloSign è stato facile. Si trattava semplicemente di cambiare la sintassi e di effettuare dei test. È stata una trasformazione estremamente rapida, con la conversione e il lancio in meno di una settimana".

Rob Harsh
La soluzione

In 2016 Software Outfitters evaluated the HelloSign API and quickly identified some key differentiators. “The HelloSign support was great. They kept me aware of development status and helped identify the right features for us to implement,” says Rob.


Inoltre, la documentazione trasparente ha permesso al team di Rob di iniziare a testare l'API in pochi secondi. La facilità di integrazione di HelloSign API nel portale per i clienti di Software Outfitters è stata un grande stimolo per i loro clienti a convertire più velocemente i prestiti dalla fase di richiesta allo stato completato.


I risultati

80% Faster Loan Application Completion

“Loan applicants have to sign documents the same day. If they don’t sign, we have to reissue a new loan because the changes to the amortization table change the loan document,” says Rob. When they were dependent on the print-sign-scan-fax workflow Rob said, “It could be hours before we got the faxed documents in, if at all.”


Their implementation of eSignatures has dramatically improved that. Rob says, “With the HelloSign API integrated into our customer portal, loan applicants usually sign documents within 30 minutes, speeding the time to document completion by over 80%.”

Facilita la conformità per i clienti che operano in oltre il 50% degli Stati Uniti

Software Outfitters deve aderire alle regole dell'Ufficio per la protezione finanziaria dei consumatori e soddisfare requisiti di prestito complessi e unici in ogni Stato in cui opera. Inoltre, deve anche rispettare le leggi federali applicabili ai clienti di entità nazionali.

As Rob says, “Each state in the US may have a unique loan document and rules, and those documents can range from 10 to 30 pages and require multiple signatures throughout.” says Rob.


To meet a variety of regulatory requirements, Software Outfitters leverages HelloSign’s customization and audit trail capabilities. “Because of complex state and federal regulations, we needed a partner that would be compliant in any market in which we operate. HelloSign enables us to deliver a completely secure and compliant loan application management solution that our customers trust,” says Rob.

Il futuro

<1 settimana per passare da Adobe Sign senza alcun impatto sui clienti

The process of converting from Adobe Sign to HelloSign was very straightforward. As Rob says, “Changing the API from Adobe Sign to HelloSign was easy. It was simply a matter of changing syntax and testing. HelloSign’s API has built-in debugging tools, which made it easy for my team to build the API correctly without a whole lot of guess-and-check. It was an extremely quick transformation with conversion and rollout happening in less than one week.

Che cosa riserva ancora HelloSign per Software Outfitters?

Per prolungare il loro successo, Rob e il suo team intendono integrare alcune delle funzionalità di firma elettronica nel loro software educativo, che integra e collega più fonti di dati in modi unici per aiutare gli educatori, le scuole e i distretti a prendere decisioni amministrative e didattiche migliori.


“With education there are a lot of state rules regarding the privacy of student data, similar to health data. I think eSignatures will be a great tool for school districts as a lot of them are already utilizing electronic document capabilities,” says Rob.

Vorresti raggiungere gli stessi risultati di Software Outfitters? Contattaci per saperne di più su HelloSign!

HelloSign is the easiest way to send, receive, and manage legally binding eSignatures for business. Learn about our industry-leading API by looking through our developer documentation or build and test for free by creating a free developer account. If you’d like help figuring out which HelloSign product is best for you, schedule a demo with HelloSign's API team to see how we can streamline your business.

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