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 document creation and eSigning across its Appointed Representative (AR) network. This strategic move has empowered their ARs to take control of their deals, streamlined processes, and ensure compliance with agreement templates across the network.
“Since integrating Doc2’s template library, our AR network has experienced unprecedented control and efficiency in managing their transactions,” said Simon Burke, Operations Director at White Rose Finance Group. “The ability to quickly create and eSign documents has improved completions within our AR network as our brokers have more time to focus on sales.“
Launched in September, the template library has provided White Rose Finance Group with a robust framework to regain compliance and oversight over agreement templates, while offering a seamless experience for their ARs. The solution underscores White Rose Finance Group’s commitment to leveraging cutting-edge technology to enhance their services and expand their network.
Joshua Harris, CEO at Doc2, commented on the partnership: “We’re thrilled to see White Rose Finance Group harness the full potential of our template library. It’s rewarding to witness how our platform can transform the operational capabilities of our clients and contribute to their network’s expansion.”
An AR from White Rose Finance Group shared their enthusiasm: “Doc2’s solution has been a game-changer for us. The simplicity and speed with which we can now manage agreements has significantly improved our productivity and client satisfaction.”
Key benefits of the Doc2 template library for White Rose Finance Group include:
- Empowerment of ARs: Enabling representatives to manage deals effectively and independently.
- Compliance and Control: Ensuring that all agreement templates meet regulatory standards and company policies.
- Brand Enhancement: Leveraging technology to strengthen the network’s market position and attract new growth opportunities.
For more information about how Doc2’s template library can transform your business operations, visit Doc2.co.
About White Rose Finance Group
White Rose Finance Group is a premier provider of commercial finance brokerage services, dedicated to delivering bespoke financial solutions to businesses across various sectors. With a focus on integrity and excellence, White Rose Finance Group has established itself as a trusted partner in the financial industry.
About Doc2
Doc2, and NACFB partner, is an innovative software company on a mission to create, send, and eSign agreements for B2B businesses. By providing powerful document automation and eSigning solutions, Doc2 empowers organisations to streamline their contract processes and enhance overall efficiency.
