The document solution for NACFB members

Build relationships with clients and lenders. Simplify your NACFB compliance. Automate your brokerage's documentation. Exclusive benefits for NACFB members.

Start free trial Book Zoom demo
Joe Barbera
Liquid Corporate Finance

I save up to four days per deal, helping our client gets funded even quicker.

— Joe Barbera
Managing Director,
Liquid Corporate Finance

How it works

Create your agreements
in seconds

Intelligent forms are created from your existing templates. You can even pull data from your CRM and Companies House.

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

Quick and simple, works on any device. The eSigned document is filed instantly.

Build relationships with clients and lenders

Make engaging with your brokerage simple. Build long-term relationships and ensure valuable, repeat business.

  • User flows you can depend on
  • Custom branded end-to-end
  • Focus on your clients, let us sort the documents

Simplify NACFB compliance

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

  • 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

What are you waiting for?
Start your NACFB-approved free trial today

Gain peace of mind by using the industry-leading platform for automating your brokerage’s documents.

Get started now ➜ Book Zoom Demo

FAQs

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

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

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.

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

Of course. As standard, you get a 14-day free trial that doesn’t start until we have set up your first template for you.
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.
Absolutely. Using our all-new Just eSign feature, you can eSign any Word or PDF document with a simple drag and drop!

Tried, Tested & Trusted

Joe Barbera
Liquid Corporate Finance

Terms of Business previously took 10 minutes, now they’re done in 30 seconds. Doc2 makes a massive saving on a weekly basis.

— Andy Munson
Managing Director
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JW Private finance