Software Outfitters verfügt über mehr als drei Jahrzehnte Erfahrung mit der Erstellung individueller Softwarelösungen für Kunden in den USA. Das Unternehmen bietet Darlehens-Verwaltungssoftware an, die speziell für internetbasierte Finanzdienstleister entwickelt wurde, sowie Web-Tools, die Pädagogen und Schulbezirke beim Treffen schnellerer und besserer Entscheidungen unterstützen.
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schnellerer Abschluss von Darlehensdokumenten
Tage für die vollständige Umstellung von Adobe Sign auf HelloSign
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.”
„Der Wechsel von der Adobe Sign-API zu HelloSign war ganz unkompliziert. Wir mussten einfach nur die Syntax ändern und ein paar Tests durchführen. Die Umstellung ging extrem schnell und der Roll-out erfolgte in weniger als einer Woche.“
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.
Außerdem konnte Harshs Team dank der übersichtlichen Dokumentation für die API innerhalb weniger Sekunden mit deren Test beginnen. Die einfache Integration der HelloSign-API in das Kundenportal von Software Outfitters gab den Kunden des Unternehmens zudem die großartige Möglichkeit, Darlehensanträge schneller abzuschließen als zuvor.
“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%.”
Software Outfitters unterliegt den Bestimmungen des Consumer Financial Protection Bureau, des US-Amts für den Schutz von Verbrauchervermögen, und muss komplexe, individuelle Darlehensanforderungen erfüllen, die von Bundesstaat zu Bundesstaat variieren. Dazu kommt, dass auch bundesweit geltende Gesetze für national tätige Kunden einzuhalten sind.
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.
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.
Harsh und sein Team planen, einige elektronische Unterschriftsfunktionen für fortgesetzten Erfolg auch in die Bildungssoftware des Unternehmens einzubetten. Diese integriert und verknüpft unterschiedliche Datenquellen auf einzigartige Weise, um Pädagogen, Schulen und Bezirke bei besseren Verwaltungs- und Lehrentscheidungen zu unterstützen.
“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.
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.
