Software Outfitters verhoogt de voltooiingspercentages van leningdocumenten met 80%

Software Outfitters heeft al meer dan dertig jaar ervaring met het bouwen van aangepaste softwaretoepassingen voor klanten in de Verenigde Staten. Ze bieden software voor leningenbeheer die specifiek is geschreven voor financiële onlinebedrijven en bieden webtools waarmee docenten en schooldistricten snellere en betere beslissingen kunnen nemen.

Illustratie van een computerbeeldscherm en een mobiele telefoon
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Software Outfitters

 uses 

HelloSign

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Een diepere duik met

Software Outfitters

De uitdaging
De kans

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.”

Het was eenvoudig om de API van Adobe Sign in HelloSign te wijzigen. Het was gewoon een kwestie van de syntaxis wijzigen en testen. Het was een supersnelle transformatie, waarbij we in minder dan een week de conversie en de implementatie konden uitvoeren.

Rob Harsh
De oplossing

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.


Daarnaast kon Robs team door de duidelijke documentatie al binnen enkele seconden aan de slag met het testen van de API. De gemakkelijke integratie van de HelloSign API in het klantenportaal van Software Outfitters was een geweldige mogelijkheid voor hun klanten om leningen sneller om te zetten van aanvraag naar voltooide status.


De resultaten

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%.”

Vergemakkelijkt compliance voor klanten die werkzaam zijn in meer dan 50% van de Verenigde Staten

Software Outfitters moet zich houden aan de regels van het Consumer Financial Protection Bureau en voldoen aan complexe en unieke leningvereisten in elke staat waarin ze actief zijn. Bovendien moeten ze ook voldoen aan federale wetten voor klanten van nationale entiteiten.

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.

De toekomst

‍ <1 week om van Adobe Sign te converteren, zonder impact op klanten

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.

Wat biedt de toekomst voor Software Outfitters?

Om hun succes voort te zetten, willen Rob en het team uiteindelijk enkele van de eSignature-functies integreren in hun onderwijssoftware, die meerdere gegevensbronnen op unieke manieren integreert en koppelt om docenten, scholen en districten te helpen betere administratieve en educatieve beslissingen te nemen.


“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.

Wil je ook dezelfde resultaten zien als Software Outfitters? Vraag ons naar 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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