Success Story
Scaling Up: How South West Business Finance turned a 4-hour headache into a 20-minute task with Doc2

Name
South West Business Finance
Location
Bath, UK
Industry
Commercial Finance Broker
Website

SWBF is now being recognised on a national scale for achieving success for clients, they go out to multiple lenders when finding a product, offering a much more flexible approach to a mainstream bank.

As South West Business Finance (SWBF) expanded, their ambition to act as a quasi bank manager for clients was being hindered by a chaotic shared document system.

The administrative burden of drafting complex compliance letters was stifling the team’s potential, consuming hours that should have been dedicated to holistic client advice.

By implementing Doc2, SWBF has successfully centralised their operations, reducing drafting time to minutes and ensuring strict compliance across the entire firm.

This scalable solution has allowed SWBF to standardise their output and protect their earning capacity, empowering the team to handle a higher volume of deals without the administrative drag.

Kai Pinnell

Doc2 safeguards our earning capacity by automating the heavy lifting. Whether we have ten brokers or fifty, it ensures every document is compliant and sent in minutes, giving us the infrastructure to grow without the growing pains.

Kai Pinnell, Client Manager, South West Business Finance
100%
CONSISTENCY

A fragmented team is now unified on a single, compliant platform.

3+
HOURS SAVED PER DEAL

Reducing drafting time from 4 hours to 20 minutes across the board.

99%
TIME REDUCTION

Internal contract issuance cut from half a day to just one minute.

South West Business Finance Challenges

Managing a growing team on a shared OneDrive folder proved to be a logistical nightmare for SWBF. With numerous brokers accessing the same files, master templates were inevitably saved over with client data on a daily basis, requiring constant, manual intervention to fix.

The lack of a centralised system meant that document creation was highly inconsistent. Each broker had their own style of writing, creating a compliance risk for the firm as there was no guarantee that every regulatory box was being ticked on every deal.

This inefficiency was most acute during the drafting of “Product Recommendation Letters,” which could take up to four hours for complex cases. Across a large team, this represented a massive cumulative loss of time, diverting brokers from their primary role of providing high-level, holistic financial advice.

Internal scalability was also a major pain point, particularly for HR and operations. Simple tasks like reissuing contracts for the whole team or onboarding new starters turned into half-day ordeals, slowing down the operational side of the business significantly.

How Doc2 Helped

Doc2 provided the centralised control SWBF needed to scale, eliminating the chaos of the shared drive. Management now has absolute confidence that all templates are locked and up-to-date, ensuring that every document sent out supports their professional “quasi bank manager” service model.

The platform has drastically improved the firm’s earning potential by slashing administrative time. With complex letters now taking just twenty minutes, the entire team can process deals faster, allowing them to focus on understanding client goals rather than getting bogged down in paperwork.

Internal operations have been streamlined to match the pace of a growing company. Tasks that previously took hours, such as issuing new starter contracts, are now completed in less than a minute, freeing up the operations team to support the business’s expansion.

The system has also bridged the gap between different technical capabilities within the team. By providing a simple, standardised interface, Doc2 has enabled every broker to produce professional, compliant documentation that reflects the firm’s high standards.

What makes Doc2 special?

Template Library

Our Template Library centralises your critical document assets, eliminating version control chaos. It ensures your entire team always accesses and uses only the most up-to-date, compliantly approved templates, significantly reducing drafting errors.

Team Management

Scale your operations confidently with robust Team Management tools. Define granular user permissions and roles to control exactly who can edit, send, or approve documents, ensuring security and standardisation across growing departments.

Custom Branding

Elevate your professional image and build trust with Custom Branding. Transform generic agreements into sleek, fully branded digital experiences that reinforce your company identity at every client touchpoint.

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