SecureClose | Anatomize Case Study

We partnered with SecureClose to build a completely new version of their dealership-centered product, bringing a suite of advanced AI features and self-serve workflows to users.

The product was also able to completely migrate existing users without issue.

AI WORKFLOWS

AI/ML

MOBIle app development

product design

branding

www.secureclose.net

Implemented Features

Centered on making complex document signing workflows feel easy.

AI Avatar

We tested multiple next gen AI Avatar integrations for best realism, quality, and efficiency.

OCR Workflow

By using OCR, user uploaded documents are automatically matched to individual templates, and then further matched as flows (groups of documents).

Revised Onboarding

A new, automated onboarding flow gets users into the product 98% faster than before.

Document Signing

A full document signing experience, completely customized to SecureClose's unique Avatar based signings.

Customizable Dashboard

Powerful, intuitive dashboard that unlocks core business insights for dealers.

Drag & Drop Document Builder

What used to take hours, now takes minutes with the revised drag and drop document builder that dealers can use without contacting SecureClose support.

Secure Vault

Protected by industry standard encryption, documents are stored securely in an AWS cloud environment.

Our security protocols matched or exceeded relevant federal document signing and storage standards.

The SecureClose product was completely revised from the ground up.

98%

Reduction in customer onboarding time

9.3

Final NPS Score

39%

Increase in NPS Score after re-development

12

Months Design and Development

I need those results!

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Technical Details

AWS Cloud Infrastructure

Cloud infrastructure is designed with a custom, secure, and scalable architecture that can support up to 10M monthly active users from day one.
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This robust setup ensures reliable performance and seamless growth without compromising security or speed.

Application Side

The application stack includes a React frontend with Material UI and a Ruby on Rails backend.
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This combination ensures a modern user experience, straightforward maintenance, and efficient development.

Lots of Integrations

The solution integrates with Stripe for secure payment processing, Plaid for identity verification, SendGrid, Twilio, and more.

These integrations work together to create a robust and seamless experience for both users and administrators.

The Problem

SecureClose had an aging product that was starting to lose important customers to competitors.

The code base was outdated and poorly maintained, and couldn't support the latest AI features needed.

Our Solution

We revamped and modernized their entire tech stack, future proofing their product and unlocking faster feature iterations.

The UX was revised as well, enabling customers to get onto the platform and completing signings 98% faster.

Anatomize has been great to work with. They provided consistent and meaningful updates on the development of the product. They've always been available to answer any questions, and made sure we felt comfortable through the process.

Brent Chavez

VP of Product, SecureClose

Digitally Transforming SecureClose

We partnered with SecureClose to build a completely new version of their dealership-centered product, bringing a suite of advanced AI features and self-serve workflows to users.The product was also able to completely migrate existing users without issue.