Software Outfitters a plus de trente ans d'expérience dans la création d'applications logicielles personnalisées pour ses clients aux États-Unis. L'entreprise fournit des logiciels de gestion de prêts spécialement conçus pour les sociétés financières basées sur Internet, et propose des outils Web conçus pour aider les enseignants et les académies à prendre des décisions plus rapides et plus judicieuses.
.png)
.svg)
Les documents de prêt sont remplis 80 % plus rapidement
Nombre de jours nécessaires pour passer de Adobe Sign à 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.”
“Il a été très facile de remplacer l'API d'Adobe Sign par celle de HelloSign. Il a suffi de modifier la syntaxe et de faire des tests. La transformation s'est effectuée très vite. La conversion et le déploiement ont pris moins d'une semaine.”
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.
De plus, grâce à une documentation claire, son équipe a pu commencer à tester l'API en quelques secondes. La facilité d'intégration de HelloSign API avec le portail client de Software Outfitters a permis de finaliser plus rapidement les demandes de prêt des clients.
“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 doit se conformer aux règles du Bureau américain de protection des consommateurs et répondre à des exigences complexes et uniques en matière de prêts dans chaque État où l'entreprise exerce son activité. Elle doit également se conformer aux lois fédérales pour les clients représentant des entités nationales.
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.
Pour continuer sur leur lancée, Rob Harsh et son équipe souhaitent intégrer certaines des fonctionnalités de signature électronique dans leurs logiciels dédiés au secteur de l'enseignement, qui intègrent et relient plusieurs sources de données spécifiques, afin d'aider les enseignants, les écoles et les académies à prendre de meilleures décisions administratives et pédagogiques.
“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.
