Software Outfitters øger færdiggørelsesfrekvensen for lånedokumenter med 80 %

Software Outfitters har mere end tre årtiers erfaring med at bygge brugerdefinerede softwareapplikationer til kunder i USA. De leverer lånadminisstrationssoftware, som er lavet specifikt til internetbaserede finansielle virksomheder, og webværktøjer, som er designet til at hjælpe undervisere og skoledistrikter med at træffe hurtigere og bedre beslutninger.

En illustration med en computerskærm og mobiltelefon
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How 

Software Outfitters

 uses 

HelloSign

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Flere detaljer med

Software Outfitters

Udfordringen
Muligheden

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.”

”Det var let at skifte API fra Adobe Sign til HelloSign. Det var simpelthen et spørgsmål om at ændre syntaks og test. Det var en ekstremt hurtig transformation, med konvertering og rollout på mindre end en uge. ”

Rob Harsh
CEO
Løsningen

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.


Derudover kunne Robs team med den simple dokumentation begynde at teste API på få sekunder. Den nemme integrationen af HelloSign API i Software Outfitters kundeportal var en god mulighed for at deres kunder hurtigere kunne konvertere lån fra ansøgning til fuldført status.


Resultaterne

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%.”

Fremmer overholdelse for kunder i > 50 % af USA

Software Outfitters skal overholde reglerne for Consumer Financial Protection Bureau og imødekomme komplekse og unikke lånekrav i alle stater, hvor de har tilstedeværelse. Derudover skal de love overholdes, som gælder for handel med alle kundetyper i hele USA.

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.

Fremtiden

‍Under 1 uge til at konvertere fra Adobe Sign uden påvirkning af kunderne

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.

Hvad er det næste for Software Outfitters?

For at fortsætte deres succes ønsker Rob og teamet at integrere nogle af eSignature-funktionerne i deres uddannelsessoftware, som integrerer og forbinder flere datakilder på unikke måder for at hjælpe undervisere, skoler og distrikter med at træffe bedre administrative og undervisningsmæssige beslutninger.


“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.

Er du interesseret i at opnå resultater som Software Outfitters? Spørg os om HelloSign!

HelloSign er den nemmeste måde at sende, modtage og administrere juridisk bindende, elektroniske underskrifter på for virksomheden. Få mere at vide om vores brancheførende API ved at gennemgå vores udviklerdokumentation, eller byg og afprøv gratis ved at oprette en gratis udviklerkonto. Hvis du vil have hjælp til at finde det HelloSign-produkt, der er det bedste for dig, kan du aftale en demonstration med HelloSigns API-team for at se, hvordan vi kan effektivisere din virksomhed.

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