At Doc2, we’ve always been focused on making contract automation faster, simpler, and more compliant for finance professionals. Now, with the launch of our new Client Portal, we’re making things even easier.

Instead of clients juggling multiple emails and attachments, the Client Portal centralises everything into one secure link. From eSigning contracts to completing information requests or IDV+AML checks, your clients now have everything they need in one place.

This means fewer delays, less chasing, and a smoother process for everyone.

 

Designed with brokers and lenders in mind

Doc2 helps finance professionals create, send, and eSign contracts quickly and compliantly. The new Client Portal builds on this by giving clients a single, secure place to complete everything you’ve sent them.

It’s ideal for brokers, lenders, and compliance teams who need clients to review and sign multiple documents. Instead of chasing for signatures or risking delays when an email is missed, you can give clients one clear link with everything in it.

The result is full visibility, smoother workflows, and deals that keep moving without unnecessary hold-ups.

How does it work?

We’ve kept it simple, each email your client receives includes a secure link to their personal Client Portal. From there, they can:

  • Review and eSign all required contracts
  • Complete information requests
  • Carry out IDV+AML checks if needed

 

 

Everything is clearly laid out, with real-time progress updates so both you and your client know exactly what has (and hasn’t) been completed.

Key benefits of the Client Portal

  • 1-link access: All eSigning documents, information requests, and IDV+AMLs accessible via a single secure link
  • Complete visibility: Clients can see exactly what’s required, avoiding confusion or missed steps
  • Keep contracts on track: Reduce oversight and keep every deal moving forward
  • Seamless experience: A smoother, simpler process for your clients means faster outcomes for your business

Ready to see the Client Portal in action

Book a demo with one of our experts today and discover how Doc2 can transform your client eSigning process.