Success Story
Finance broker automates all client facing documents, vastly improving professionalism and efficiency

Name
SME Funding UK Ltd
Location
Cambridgeshire, UK
Industry
Commercial Finance Broker
Website

Ethical broker, SME funding UK Ltd provides a guiding light through the maze of different funding options for UK SMEs. With access to over 200 responsible lenders, our team are dedicated to finding the very best deal for our clients.

NACFB registered commercial finance broker, SME Funding UK (SMEF) was bogged down by tiresome, manual admin.

Documentation was fiddly and they often had to chase clients for signatures, resulting in less time spent on value-adding tasks.

Since implementing Doc2, SMEF no longer touch Word or PDF editors to deal with critical documentation, thus reducing the chance of errors.

They now have greater capacity, portray a more professional image and service clients more efficiently with greatly improved processes.

Henry Audley-Charles

The most efficient way of getting legal documents completed and signed; securely, accurately and speedily.

Henry Audley-Charles, Commercial Director, SME Funding UK Ltd
15
Minutes saved per document

SMEF no longer touch Word or PDF for client-facing documents

Professional
Process for clients

Resulting in documents being completed quickly and not require chasing

SME Funding UK's Challenges

SMEF was bogged down with tiresome admin, meaning they spent less time broking and winning new business. Too much time was spent on low-value adding tasks such as messing around with Word formatting, checking pagination and editing PDFs.

Documents were fiddly to deal with and equally difficult for clients to sign, resulting in constant chasing of clients. On a number of occasions, SMEF faced issues where agreements had not been signed, resulting in significant missed fees for already completed work.

Additionally, SMEF would receive back part signed or part scanned documents. A frustrating, but all too frequent occurrence for a small business with limited time and resources.

“I previously had to actively chase clients to get documents back”

How Doc2 helped

Since implementation, SMEF no longer touch Word or PDF editors for deal critical documentation. Resulting in a time saving of over 15 minutes per document. 

They no longer chase clients for documentation, as the simple completion and signing process can be done on laptop or mobile. Making life a lot easier and more organised with less administration.

SMEF now portray a more professional image and service clients more efficiently through their drastically improved processes. This allows them to focus on client delivery and winning new business. Following the successful implementation of Doc2, SMEF now want their authorised representatives to follow suit to improve compliance.

“I thought it can’t be that good, it can’t save me that much time. But it does, and it’s incredibly professional.”

What makes Doc2 special?

Create documents with questions

Using logical questions, enables the creation of your documents in a simple understandable manner.

Accurate and compliant documents are then built in seconds,  based on your answers, using your templates.

Companies House integration

Lookup company data directly from Companies House. Pull company names, addresses and registration numbers into your contracts with a click.

Minimise copying and pasting, reduce human error and empower your employees to create contracts with ease.

Effortless eSigning for your clients

Send your documents to be eSigned with a click. Clients follow the unique link and simply type their name to eSign.

No downloading, printing or scanning. The eSigned document is then emailed to all parties with a signing certificate attached.

Product tour

Experience “the ultimate tool for automating your contracts and agreements”

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