Case Study: HSI Trust achieves faster, streamlined completion and distribution of financial forms with pdfFiller

HSI Trust switched to PDFfiller’s digital solution to complete & distribute forms faster than ever

HSI Trust, LTD., a national non‑profit that helps consumers with mortgage, student loan and other financial issues, struggled with hundreds of different paper and PDF forms in varied formats and a slow, error‑prone manual workflow. After trying legacy tools like Acrobat and CutePDF, HSI Trust turned to PDFfiller’s digital document solution to find a simpler, cost‑effective way to complete and distribute forms online.

PDFfiller provided an intuitive editor, LinkToFill and SendToSign functionality, and cloud storage (backed by Amazon S3 with two‑factor authentication and PIN‑protected folders), allowing staff and clients to complete, sign, email and automatically return forms. The change eliminated time‑consuming scanning and cut‑and‑paste work, made workflows more legible and organized, and enabled HSI Trust to store and access thousands of client documents remotely — a faster, more reliable process that Boguslav now recommends to clients.

HSI Trust

Bruce Boguslav

Executive Director of the organization