Does your company’s shared drive look like a digital landfill because you lack best practices for document naming conventions? If you are currently staring at a folder containing Contract_FINAL_v3_REVISED_ACTUALLYFINAL.pdf and Client_Agreement_Tuesday.docx, you have a problem. Bad file naming isn’t just an organisational annoyance; it is a productivity killer. It leads to lost hours searching for […]
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Calculate your ROIYou live in Salesforce because it is the world’s most powerful CRM, but when it comes to salesforce contract management, even the best teams often hit a wall the moment they need to generate a document. You have built complex flows and dashboards to track every stage of an opportunity, but when a prospect is […]
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 […]
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 […]
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. […]
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 […]