Empower your ARs to prosper with document automation
Drive network growth, regain document compliance and position yourself as a technology leader.
Drive network growth, regain document compliance and position yourself as a technology leader.
Your existing templates become simple forms. Fill out the form and pull in data from your CRM or Companies House. Done.
Just click eSign and you can move onto the next task. No converting to PDF, uploading, emailing, printing or selecting where signatures go.
Your customers will love how easy and professional it is. You will love closing deals more quickly with less time spend on paperwork.
The NACFB partner for document automation and eSigning.
Discuss your AR network requirements with us Discuss your AR network requirements with usGive your Appointed Representatives the technology they require to quickly and compliantly create your template agreements with ease. Trust them to follow your processes, allowing them to work more autonomously and more efficiently.
Using a private template library, your ARs can install your templates with a few clicks. Store your Terms of Business, Privacy Notices and other templates in one central place.
As each AR is their own limited company, they have their own separate accounts and log ins for data separation.
Each AR inputs its business details and logo as part of the installation process. As a result, they use your template agreements, but they are fully bespoke to the AR.
End the frustration of not knowing which templates your Appointed Representatives are using. Allow them to update to the latest version in a matter of clicks and get peace of mind over your document compliance.
Keep control of your templates, allowing ARs to install updates with just a few clicks.
Ensure ARs use your documentation in the way that it has been designed.
Building your AR network can be tough. Ensure they have the technology they need to prosper, so they pick you and not another AR network. Lead the pack with the leading document automation software.
Allow ARs to generate your documents and send them for eSigning in moments resulting in quicker completions.
Access document generation and eSigning tools on any internet-enabled device. Don’t miss deals because you’re not at your laptop.
Use the only eSigning and automation provider recommended by the NACFB.
It’s as simple as tapping in some details and the document is sent out. It really is that easy.
Don’t leave compliance down to chance. Let technology empower your ARs to provide a better service to their clients, whilst ensuring you still have the control you require.
Pull data directly from Companies House, straight into Terms of Business documents. Engage with clients quickly and professionally.
Send Privacy Notices to prospective clients in seconds. Make the engagement process quick and simple.
Other templates? Just ask. We work closely with networks to ensure their templates work for them.
Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up.
Speak to us about onboarding
I started my career at a Big 4 accounting firm, where I qualified as a Chartered Accountant.
Frustrated with creating contracts manually, I thought there had to be a better way to create repetitive documents. A way that ensured that the latest template was always used, a way that pulled in the data from Companies House, a way that made it easy for our clients to sign and a way that wasn’t boring, complex or prone to human error.
That’s why we created Doc2. To allow finance professionals all over the UK to create, send and eSign their Agreements and other template-driven documentation in seconds.
No credit card required.
Your templates in a private central library, allowing your ARs to install them in minutes. No Microsoft Word is required.
Maintain control and oversight over your broker network using the management portal.
Each AR can have their own custom branded versions of your standard agreement templates.
Utilising proven technology to empower your ARs will help you regain control over your document compliance, close deals more quickly and grow your network.
Discuss your AR network requirements with us
