Software Outfitters は 30 年以上にわたって米国内の顧客を対象にカスタマイズしたソフトウェア アプリケーションを構築しています。同社は、インターネット ベースの金融会社向けに特化して作られた融資管理ソフトウェアを提供するとともに、教師や学区教育委員会がスピーディーかつ適切な意思決定を行うサポートをするためのウェブ ツールを提供しています。
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融資申請書の完了スピードが向上
Adobe Sign から HelloSign への切り替えにかかった日数
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.”
「Adobe Sign から HelloSign への API の変更は簡単で、構文を変えてテストするだけで終わりました。改造と運用開始が 1 週間未満に終わる、非常にスピーディーな切り替えでした。」
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.
さらに、わかりやすいドキュメントのおかげで、ハーシュ氏のチームはすぐに API のテストを開始できました。HelloSign API は Software Outfitters のカスタマー ポータルと簡単に連携でき、同社の顧客は融資の申請から完了までステータスをスピーディーに移行できるようになりました。
“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 は米国消費者金融保護局のルールに従い、ビジネスを運営しているすべての州において、複雑な固有の要件を満たす必要があります。それに加えて、全国的な組織の顧客に対しては連邦法にも準拠する必要があります。
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.
事業の成功を維持するため、ハーシュ氏とチームは、最終的には教育ソフトウェアと電子署名機能を連携したいと考えています。このソフトウェアは、複数のデータ ソースを独自の方法で連携し、教師、学校、教育委員会が事務上の意思決定や教育上の意思決定を行うサポートをしています。
“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.
