NACFB - Doc2

Create your agreements
in seconds

Your existing templates become simple forms. Fill out the form and pull in data from your CRM or Companies House. Done.

Send to client with
a single click

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 eSign
with ease

Your customers will love how easy and professional it is. You will love closing deals more quickly with less time spend on paperwork.

Achieve best practice

Upload your own branded templates (i.e. Broker Client Agreements and Introducer Agreements) and have peace of mind that every document created thereafter is consistent and compliant.

Populate data directly from Companies House

Always use the latest template version

Track document lifecycles

Start credit checks days earlier

Your clients are busy, so deal-critical documents (GDPR and Privacy Notices) get delayed. Allow your clients to eSign on the go, and start credit checks sooner.

Mobile-friendly eSigning

No more missing info or incomplete scans

Always know who’s signed and who hasn’t

FAQs

Is Doc2 an official partner of the NACFB?

Yes, absolutely. Check out our NACFB partner page here.

Is there a discount for NACFB members?

Yes. NACFB members are entitled to a 20% discount on our Essential plan and above.

What documents have other brokers automated?

We work with you to automate the documents that you use. Many brokers on our platform are automating their:

Privacy Notices
Initial Disclosure Documents
Introducer Agreements
Broker Client Agreements
Assets
Liabilities Statements
Suitability Letters and Terms of Businesses

Send us a message if you have different requirements.

Will it work for my small brokerage?

Absolutely. By removing repetitive document tasks, you and your team can focus on winning new business and growing your brokerage.

Will it work for my medium to large brokerage?

If you’ve got multiple departments with different requirements, we’ve got you covered. Our teams functionality means you can give individuals the appropriate access rights.

Can I try before I buy?

Of course. You get a free trial when you sign up on our website.

Do I use my own templates?

Yes. The NACFB have recommended templates, however, you will need to personalise these before uploading them into Doc2 for your own specification.

It’s really easy. In fact, we do it for you. You just need to highlight the variables that change in your Word (.docx) templates, then upload it to Doc2. Our concierge template set-up team do the rest. Read more about setting up your first template here.