Success Story
Kalon Commercial turns urgent signatures around in under a minute with Doc2

Name
Kalon Commercial Ltd
Location
London, UK
Industry
Commercial Finance
Website

Kalon Commercial is an NACFB member brokerage sourcing commercial finance from a whole of market panel, offering a broad range of products to meet your business’s funding requirements.

Excellent

As a commercial finance brokerage handling purchases, remortgages, product transfers and business loans secured and unsecured, Kalon Commercial Ltd, an Appointed Representative of Fiducia Commercial Network, depends on getting compliance and onboarding documents out quickly and accurately.

Recognising that manually tailoring compliance templates took valuable time, the team looked for a simpler, more secure way to prepare and send documents.

With Doc2, Kalon Commercial Ltd now keeps its templates in a secure library and sends prefilled documents for eSignature in moments.

As a result, urgent documents come back signed within a minute, every file arrives neatly timestamped, and the team has more time to progress deals.

Sneha Kasetty

Doc2 just makes it easier: you upload the template, edit it and send it then and there. It’s a win-win for us and our clients. It’s a tangible business resource.

Sneha Kasetty, Broker Administrator, Kalon Commercial
1
MINUTE TURNAROUNDS

Prefilled documents are opened, signed and returned almost instantly.

100%
TIMESTAMPED RECORDS

Signed documents return with timestamps and signatures compiled in one neat record.

1
WEEK TO GET STARTED

It took just one week to get to grips with Doc2 and its template library.

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Kalon Commercial Challenges

Kalon Commercial Ltd specialises in commercial property finance and business finance, where every deal relies on a steady flow of signed documents. Its broker administrator oversees onboarding, document collection, signatures, follow-ups with clients and solicitors, and post-completion work.

The team worked from compliance-approved templates, tailoring each one with the company header, footer and logo. This was a reliable, standard approach, but preparing every document by hand in a folder took time that could be spent progressing deals.

As with any manual process, there was always a small risk that a header, footer or logo could be removed while editing. Restoring it meant locating the original and checking the document again, adding an extra step before it could be sent.

With GDPR forms, IDD documents, broker fee agreements, lender comparables and loan terms all requiring signatures, Kalon Commercial Ltd saw an opportunity to bring everything into one place, with a clear, timestamped record of every document.

How Doc2 Helped

Doc2’s Template Library now holds Kalon Commercial Ltd’s compliance documents in one secure place. The team can use templates already provided in Doc2’s library or upload their own, so approved documents are always ready to send without rebuilding them each time.

Templates are locked, so core text, headers, footers and logos cannot be deleted by accident. Only the details that need to change are edited, which removes the risk of sending incomplete or off-brand documents.

With Just eSign, documents are prefilled with the client’s name and email address before sending. Clients simply open the email, click the link and confirm, which means urgent documents can be signed and returned within a minute.

Every signed document comes back neatly presented, with timestamps and signatures compiled in one record. The director can see each file in order at a glance, and Sneha was getting to grips with the platform within a week, setting up the full template library herself and becoming fully efficient by the end of the second week.

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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.

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.

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.

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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