Success Story
Driving Compliance and Growth: A Partnership Success Story

Name
NACFB
Location
London, UK
Industry
Commercial Finance
Website

Established in 1992, the National Association of Commercial Finance Brokers is the largest trade association for commercial finance brokers in the UK. Their vision is to be the association of choice for all commercial finance brokers and lenders, servicing the needs of borrowers and property investors.

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The strength of the Doc2 and NACFB relationship lies in a deep, mutual commitment. By attending nationwide events, Doc2 acts as a hands-on partner, listening to the membership to improve the offering for the entire industry.

As an active partner, Doc2 doesn’t just provide software; they provide a framework that helps the NACFB roll out compliant solutions that bridge the gap between regulatory guidance and practical implementation.

By working closely with the compliance team, Doc2 has become an extension of the NACFB. This allows the Association to scale its expertise, turning complex regulatory gray areas into clear, manageable processes for brokers.

The partnership creates a unified industry front. By replacing outdated local files with a synchronised digital repository, Doc2 ensures the NACFB can protect its members’ reputations with the best possible tools.

Sarah Cunningham

The way Doc2 works with the NACFB is really important. You can see that connection straight away because they really value the Association’s input. They are a hands-on partner that helps us bridge the gap between regulatory guidance and practical implementation for our members.

Sarah Cunningham, Head of Compliance, NACFB
100%
COMPLIANCE

Updates to NACFB core templates are pushed to the entire member network simultaneously, ensuring immediate regulatory compliance across the board.

Zero
DOCUMENT FRICTION

By digitising the NACFB template library, the partnership has eliminated the risk of members using outdated, non-compliant document versions.

Total
NETWORK OVERSIGHT

The partnership provides principal firms with a 100% auditable trail for every AR, meeting the FCA’s evolving, enhanced oversight requirements.

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How Doc2 Supports NACFB Members

Brokers want comfort in knowing their documentation is correct, Doc2 supports members by turning manual document tasks into a seamless experience, ensuring that the most compliant path is also the path of least resistance.

The platform provides a protective layer by embedding essential compliance protection and data validation into the natural flow of a deal. This allows brokers to focus on securing finance while reducing the pressures of evolving regulatory compliance.

By providing a professional experience, the platform helps everyone from sole-practitioners to large networks overcome the fear of non-compliance. This allows smaller firms to present a polished, trustworthy image and compete on a level playing field with larger institutions.

As the 2025 Industry Supplier of the Year, Doc2 has fundamentally changed how the brokerage industry operates. Members can operate with peace of mind, backed by a 20% lifetime discount and a scale of compliance never achieved before.

Transforming Document Creation from NACFB Templates

The transition to Doc2 solves the risk of desktop saving, where brokers unknowingly used outdated versions of NACFB templates. This partnership ensures that when regulations shift, the broker is never left exposed to regulatory risk.

Doc2 offers unparalleled flexibility to meet diverse member requirements. While smaller firms use the master NACFB library, larger networks can implement and manage their own custom versions of the template library on the same platform.

When the NACFB updates its master library, changes reflect instantly for every member using it. This shift to a synchronised online system ensures members are protected by current wording without the need to manually audit their own files.

This collaborative approach has fundamentally changed how the commercial brokerage industry operates. By enabling both central agility and custom network control, the partnership ensures compliance at a scale that has never been achieved before, allowing the entire industry to move in unison.

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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.

Audit Logs

A comprehensive and unchangeable record of every document’s history is captured by our Audit Logs feature, ensuring full compliance and complete traceability.

IDV and AML

Streamline compliance with our identity verification and AML checks against watchlists using biometric verification within the same workflow.

Every success story starts with the right tools

One missed clause. One wrong version. The risks of manual documents are hiding in plain sight.

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