General

4 min read

How to Eliminate Sales Admin: 3 Strategies to Increase Sales Productivity by 30%

Every Sales Director faces the same challenge: increasing sales productivity when the average rep spends only 33% of their time actually selling. Where does the rest of the time go? It goes into the Admin Black Hole. It goes into CRM data entry, internal meetings, and the biggest culprit of all: creating documents. If you are […]

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2 min read

The Top 7 Compliance Mistakes Brokers Still Make (and How to Avoid Them with Automation)

In financial services, compliance isn’t optional – it’s essential. Yet, many brokers still fall into the same traps that can result in wasted time, frustrated clients, and even regulatory issues. The good news? With the right automation tools in place, these risks can be drastically reduced. Here are the top seven compliance mistakes brokers still […]

2 min read

AI vs Automation: What’s the difference for brokers?

The rise of technology in commercial finance has introduced a lot of buzzwords, two of the most common being AI and automation. While they’re often used interchangeably, they’re not the same thing, and understanding the difference can help brokers make smarter decisions about how to streamline their workflows, reduce errors, and ultimately serve clients better. […]

2 min read

Commission Disclosure for Brokers: What You Need to Know (and How to Stay Compliant)

On 1 August 2025, the Supreme Court ruled in favour of lenders in a high-profile case concerning car finance commissions. While the verdict may offer reassurance to lenders, it has also reinforced the growing expectation for brokers to ensure transparent, consistent commission disclosure going forward. At Doc2, we’ve already seen a notable increase in the […]

2 min read

Stronger relationships, smarter workflows: Doc2 at the Commercial Finance Expo 2025

The Doc2 team had a fantastic time exhibiting at this year’s NACFB Commercial Finance Expo. A huge thank you to everyone who stopped by our stand: whether it was for a chocolate coin, a quick chat, to explore our platform, or to enter our luxury spa break giveaway (keep an eye on Doc2 LinkedIn for […]

3 min read

July 2023 platform updates

Exciting Updates: Unveiling Doc2’s Newest Features At Doc2, we’ve been buzzing with activity, striving to create the ultimate platform for SMEs to effortlessly create, manage, and eSign their contracts. Today, we’re thrilled to share some of our latest releases that bring us even closer to achieving this goal! Just eSign – eSigning Made Simple Creating […]