Industries that use eSignatures
Some of the key Industries that use Formaliti and benefit from e-signatures.
The difference in a Real Estate Agent’s or Property Manager’s day would be immense with the sales and management of properties much faster and easier. If you were to use Electronic Signatures instead of delivering documents to clients directly, or waiting for post to arrive, or chasing people who have to print PDFs sent to them, it would add another level of convenience to you and your clients. Despite the growth of digital technologies, hand written signatures are still the norm in most agencies. Formaliti has Real Estate E-Signature packages that work with both the technical and human elements of the transition to digital transactions. We’ll work with you to set up your forms and workflow and to implement and train your people so you can formalise agency and lease approvals and agreements in minutes with an online signature instead of emailing, posting and returning over days or weeks. And with the churn in staff and sales people, administration, control and visibility of your documents and users is a breeze. Processes commonly signed off on electronically include:
- Sales contracts
- Housing agreements
- Non Disclosure Agreements
- Changes / Alterations to Leases
- Contractor job sign off such as property inspections, pest control and maintenance
In such a competitive and time sensitive industry, completing forms using traditional pen and paper methods places you at risk of losing deals and clients. By adopting an e-signature process, an insurance agency can streamline its workflow and at the same time significantly increase customer satisfaction and document cycle time.
Formaliti helps revenue growth by getting policies signed faster, reduces costs for staff time, shipping and paper. Policies and discovery documents documents are finalised quickly and your customers are more satisfied when they sign forms online.
It also reduces the administration hassle by ensuring automated reminders are sent to your clients if they have not completed forms. And when those forms are returned, they are then filed and sent to the right people automatically.
Your staff spend less time tracking down signatures and more time focusing on client advisory and sales activities.
Quality control and compliance are improved as Formaliti has the option to create required fields, when signers have to fill out all part of the documents that you nominate before they can return it. This eliminates incomplete documents enormously.
- Grow Revenue by Getting Policies Signed Faster
- Reduce the Customer Churn Risk
- Eliminate Workflow Barriers
- Gain Visibility and Control of Forms Sent for Signing
- Process Claims Quickly
Accounting and Financial Services
Standardise Your Forms
Standard documents, such as applications and privacy statements, can be set as business form templates in the system, allowing clients freedom to fill in blank fields and sign the forms online.
Speed up the Lending Process
Get loan documents completed faster. Complete the process with secure document signing that intelligently routes documents through to final approval.
Meet Compliance Requirements
Financial institutions can meet compliance requirements by controlling the signature process and ensuring all information remains secure and permanently stored. A secure, complete audit trail accompanies each document signed online.
Formaliti’s first clients were in the Telco space. We understand the complex provisioning workflows, competitive sales environments, product and form complexity and the need to have simple systems for a constantly changing workforce.
In the Telecommunications space, particularly with licensed resellers, Formaliti has been proven to:
- Improve NPS
- Increase sales using esignatures as part of your sales process
- With a mobile workforce, increased speed of provisioning with orders sent back to base before sales people even leave the customer site
- Increase ‘stickiness’ of contracts’ as customers are able to see the agreement and sign and send back – even while the consultant is on the phone
- Improve compliance through signed, audited, tamper proof forms
Our reseller opportunities also open the door for additional revenue from sales of Formaliti. Talk to us about how we can help open the door to additional sales and services to your clients.
Increase Enrollment Efficiencies
Drastically Reduce Printing Cost
Automatically Follow Up Parents and Carers
Get Enrollment Forms Signed Instantly
No More Lost Forms
With notices and forms going out to literally hundreds of families every week, the cost savings for printing and the time spent arranging copies alone is enormous. Compare the cost of a few logins to the cost of managing the hard copy paperwork.
The Automatic Reminder feature works beautifully for volume users like Schools and Child Care Centres. You know how often you hope to catch that parent to sign a form while they drop their child off. The Automatic Reminder feature does that work for you.
Placing forms into children’s bags is a great idea, but we all know about the large percentage of forms that never make it home or back to you. The ability to send forms direct to your parents, then track whether they’ve actually opened them is a huge benefit.
Other industries include:
Mobile and On-Site Services
Government and Council
Transport and Logistics
Film and Television Production
Community and Not For Profits