Success Story
Aptus Capital delivers seamless compliance and rapid turnarounds as part of the Fiducia Network

Name
Aptus Capital
Location
United Kingdom
Industry
Commercial Finance Broker
Website

As an FCA-regulated Appointed Representative firm within the Fiducia Group, Aptus Capital needed a professional way to manage essential compliance documents like fee agreements and reasons why letters.

Previously, relying on clumsy manual Word documents meant chasing clients for scans and printouts, often stalling the advice process. The use of Doc2 has allowed Aptus Capital to digitise the specific Fiducia template library.

Ensuring every transaction is handled with belt and braces precision, has resulted in document turnaround times shifting from weeks to hours, significantly improving the experience for both the broker and the client.

Jason Clark-Ward can now focus on providing expert property and business finance advice, confident that his regulatory documentation is buttoned down and efficient.

Jason Clark-Ward

As part of the Fiducia Group, using Doc2 makes life so much easier. It buttons everything down a bit tighter and ensures there is no confusion for the client.

Jason Clark-Ward, Founder & Director, Aptus Capital
100%
FIDUCIA COMPLIANCE

Standard group documents, including reasons why letters, are now digitised and tracked

24-48
HOUR TYPICAL TURNAROUND

Document returns in a fraction of the time compared to the previous week-long wait.

Instant
MOBILE SIGNING

Clients can now complete vital finance documents on the go, even while travelling abroad.

Aptus Capital Challenges

Joining the Fiducia Group introduced specific document requirements for Aptus Capital, including confirmation of instructions and fee agreements that necessitated client signatures. Before Doc2, these were handled via Word documents and PDFs, a manual process that Jason described as both cumbersome and clumsy.

The biggest pain point was the reliance on client hardware; deals were often delayed by days or weeks while clients searched for a printer. Jason knew that to operate effectively within the Fiducia network, he needed a more sophisticated way to get these vital documents signed.

This was the exception rather than the rule for efficiency, creating a bottleneck in the submission process for the brokerage. For a regulated broker, these delays weren’t just an admin headache; they threatened the momentum of property and business finance deals.

Aptus Capital found it difficult to maintain a fast-paced workflow when documents were stuck in out of office limbo while clients travelled. The lack of a dedicated eSigning tool meant that the professional image of the firm was at the mercy of manual follow-ups.

How Doc2 Helped

Since adopting Doc2 alongside his move to the Fiducia Network, Jason has streamlined the delivery of the group’s standard documents. The platform allows him to tap in client details and send out confirmation of instructions and fee agreements in seconds.

Aptus Capital no longer has to wait for clients to return from trips or find a home office; documents are now signed on phones and returned within 24 to 48 hours. This vast improvement in turnaround ensures that the advice process continues without the historic week-long delays experienced previously.

The integration of Fiducia’s set templates means that compliance is built into the workflow, making the entire process stress-free for the client. By removing the friction of printing and scanning, Aptus Capital has made the path from advice to submission much smoother.

It does exactly what I need it to do, Jason noted, highlighting how the system ensures everything is buttoned down a bit tighter regarding regulatory paperwork. This digital approach has fundamentally legitimised the document flow, providing a professional experience that matches the firm’s expertise.

What makes Doc2 special?

Template Library

Our template library provides a central and secure place for teams to store, manage and access all company approved templates, ensuring consistency and efficiency.

Just eSign

Sending and completing critical documents in a simple and legally binding way is enabled by our Just eSign feature, accelerating agreements from any device.

Concierge Template Setup

With our Concierge Template Setup, our experts transform your existing Word files into dynamic, ready-to-use templates, getting your team up and running in record time.

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