Success Story
Improving client journeys with digital forms and eSigning

Name
Yorvik Business Finance Limited
Location
York, UK
Industry
Business Finance
Website

Independent Whole of Market Business and Commercial Finance, providing unregulated lending solutions. Supporting UK-based SMEs with Access to Funding. We provide our services of Business Finance in York, operating throughout the UK.

Getting regulated documents back from clients in a timely manner was a struggle for Yorvik Business Finance (YBF), a member of the National Association of Commercial Finance Brokers.

GDPR consent and Terms of Business documents would often take up to three days to be completed, signed and returned.

After implementing Doc2, this process was streamlined. Clients could complete documents in minutes. Meaning work could commence immediately.

The professional process added brand value and delights new customers. YBF directors now have complete control over the status of contracts.

Andy Munson

To do a Terms of Business previously took 10 minutes, now they’re done in 30 seconds. Thinking about the volume of clients we have, Doc2 makes a massive saving on a weekly basis.

Andy Munson, Managing Director, Yorvik Business Finance
30
Minutes before Doc2

It took clients 30 minutes to print, sign, scan, upload and email back signed documents

1
Minute with Doc2

Clients eSign and return crucial GDPR documents with ease

10
Hours saved per month

Across the Terms of Business and GDPR documents.

Yorvik Business Finance’s Challenges

YBF often struggled to get GDPR and Terms of Business documents back from clients in a timely manner. Frequently extending lead times by two to three days.

Their clients are hardworking business owners with limited time. They were previously required to download, print, sign, scan, upload and email back multiple regulated documents. A process that felt like a chore and was often pushed back.

Frequently YBF would receive back incomplete documents. Or only receive the signature page. Both causing more delays to the commencement of work.

This manual process to complete documents was unprofessional. It was costing YBF and their clients time that they could not afford.

How Doc2 Helped

YBF’s GDPR and Terms of Business templates were set up in a matter of minutes. Their clients can now complete, eSign and return forms in under 1 minute. It is no longer pushed to the end of their to-do list.

This simplicity builds YBF’s professional brand. Creating strong foundations for their future business relationship.

“I literally put in a clients name and their email address, click a couple of buttons, sent! You can see exactly what has happened and when.”

YBF now have complete control over their contracts and a system in place that allows them to grow. Delighting their clients along the way.

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.

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