PACT Finance: Navigating Compliance with Ease and Boosting Sales Efficiency

As a burgeoning commercial finance brokerage, PACT Finance faced significant challenges in managing compliance and sales processes efficiently. The regulatory demands placed on small brokerages can often be overwhelming and hinder operational efficiency. The adoption of Doc2 has transformed their approach, integrating compliance seamlessly into their daily operations without compromising on…

Westwood Capital Finance achieves consistent documentation and faster funding with Doc2

Previously, Westwood Capital Finance faced challenges with manual document processes that led to inconsistent information and slow client responses. These issues not only delayed funding but also complicated the decision-making process due to unclear documentation. With the implementation of Doc2, Westwood has significantly improved consistency in documentation and accelerated the funding…

Sedulo accelerates deal closures and enhances client onboarding with Doc2

Sedulo, a prominent financial services firm, faced challenges in document management that slowed down their client onboarding and deal closure processes. The firm’s reliance on manual document creation and signing methods was not only time-consuming but also hindered their responsiveness to client needs. With the adoption of Doc2, Sedulo has transformed its approach to document management. …

Finspire Finance: achieves professional credibility with Doc2

Finspire Finance, a dynamic commercial finance broker, faced significant challenges with document management and compliance, impacting their ability to build trust with new clients. Their manual processes were not only time-consuming but also prone to errors, casting a shadow on their professionalism in the eyes of potential prospects. The implementation of Doc2, provided by their principal…

Empowering efficiency: training staff quickly for success at Business Development Directors

Business Development Directors’ (BDD) contract process with Word documents was inefficient and more susceptible to errors. This cumbersome method hindered the delegation of tasks to junior staff without compromising compliance. By introducing standardisation, BDD has confidence that errors are less likely to be made and the compliance process is simplified, which has allowed for more focus on…

Accelerating network growth and ensuring compliance: White Rose Finance's success with Doc2

Previously, White Rose Finance (WRF) manually ensured compliance for over 100 ARs across their broker network. Brokers received templates via email or intranet. Whenever updates were required, WRF had to manually check these with every single Appointed Representative (AR). Prone to risks, inefficient and frustrating for the ARs, this outdated approach stifled the swift onboarding of new ARs…

White Rose Finance Group enhances AR network efficiency with Doc2’s template library

LONDON, 23rd November, 2023 — Doc2 have partnered with White Rose Finance Group, a leading provider of commercial finance broking solutions, to implement its template library, revolutionising docume

Template library - a feature spotlight from Doc2

Doc2 writes...We’re thrilled to announce the arrival of a game-changing new feature within Doc2: the template library! This latest enhancement is all about streamlining the contract creation process even further, providing a robust solution for those who need to distribute their templates easily and compliantly.

A business to business energy consultancy improves accuracy of data and speed of sales with API integration

EcoSave was burdened with a time-consuming sales process. Each sales call had to be recorded and checked to form a binding verbal energy contract.

Support platform for business owners combines registration with contract creation

Doc2 shares how they helped a company eliminate errors and speed up issuing contracts.

Doc2 partners with the National Association of Commercial Finance Brokers (NACFB)

Doc2 has agreed on a partnership with the National Association of Commercial Finance Brokers (NAFCB) to become their preferred supplier for document automation and eSigning.

Can a board resolution be signed electronically?

Can a board resolution be signed electronically?

In the last few years, we have all experienced change. For many, work and home life have had to become more digitally focused.

Liquid Corporate Finance reduced proposal completion times by four days due to fewer documentation delays

NACFB registered business finance broker, Liquid Corporate Finance (LCF) used to struggle to get deal critical documents back from owner operated business directors in a timely manner.

Accountancy firm given peace of mind over master template integrity and Engagement Letter efficiency

Previously, Heaton Vences (HV) used six different softwares to create Engagement Letters (ELs).

Legal documentation processes for asset-based lending company is transformed with automation

FlexABL previously had a suite of master templates to manually update in Word. This could be very time-consuming but now with the help of Doc2, document packs are created in under 20 minutes ready for eSigning.

Streamlining Walmer Group’s sales process increased team capacity

Here is how Doc2 helped to streamline sales processes which led to increased team capacity.

Entrepreneurial Cambridge brothers launch all-new free digital signing plan in Doc2

Doc2 launches an all-new free digital signing plan. Doc2 allows customers to create contracts and agreements from their own existing templates in minutes. These can then be eSigned in seconds. The new free digital signing plan gives free access to Doc2’s highly rated Just eSign feature.