Success Story
Lime Finance Solutions streamlines document generation, saving up to 20 minutes per document

Name
Lime Finance Solutions
Location
London, UK
Industry
Commercial Finance Broker
Website

Lime Finance Solutions is an FCA-regulated commercial finance specialist with over 30 years of experience. They source funding options for commercial mortgages, property development projects, trading businesses, HMOs, complex buy-to-let portfolios, and SIPP borrowing.

Lime Finance Solutions, a commercial finance brokerage, was struggling with a disjointed document process involving fillable PDFs and a separate eSigning tool.

This multi-step workflow was time-consuming and made standardising regulatory and internal documents difficult.

By implementing Doc2, Lime Finance Solutions has consolidated all document creation and eSigning into a single, centralised platform.

The team now saves significant time on every document, simplifying compliance and dramatically improving the customer journey.

David Farmer

“It’s about so much more than just e-signing. Doc2 has saved us a huge amount of time, transformed our FCA compliance into a simple process, and made our entire document workflow fundamentally easier for ourselves and our clients.”

David Farmer, Commercial Finance Specialist, Lime Finance Solutions
20 Minutes Saved
Per Document Generation

Generating documents from templates is 20 minutes faster than the old manual process.

15 Minutes Back
Per Terms of Business

Sending FCA regulatory documents for eSignature is 15 minutes quicker.

5 Minutes Simpler
For Compliance Tasks

Templated regulatory procedures are now completed in just five minutes.

Lime Finance Solutions Challenges

Before Doc2, the team at Lime Finance Solutions relied on a combination of fillable PDFs and a basic eSigning provider. This meant processes were fragmented across multiple systems, creating inefficiency.

Creating and sending a document involved finding the correct PDF, saving it, uploading it to a different system, and then sending it from there. This created a time-consuming, multi-step process for every single document.

The firm aimed to standardise its processes and make things simpler, especially for regulatory requirements. However, the existing tools made this difficult, and meeting compliance procedures was often an onerous task.

This manual workflow not only consumed valuable internal time but also failed to provide the simple, easy front-end process Lime Finance Solutions wanted to offer its clients.

How Doc2 Helped

Lime Finance Solutions now manages its entire document workflow in one platform, from initial generation to final eSigning. This has completely eliminated the previous fragmented, multi-step process.

The team benefits from a central library where all templates are held in one place. They can now easily convert lender PDFs and standardise all their internal regulatory forms.

Generating a document from a template is now a simple “fill in the gaps” exercise, saving up to 20 minutes compared to manually filling out a document. Routine FCA compliance tasks that were once difficult are now a simple five-minute job.

Clients have found it much easier to complete documents, especially complex lender forms, online. This delivers a simpler, better customer journey—a core part of the firm’s aim to be ‘better, different, simpler’ and a contributing factor to their Pioneer Broker of the Year award win.

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.

Product tour

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

Begin interactive product tour ➜ Begin interactive product tour ➜
By using this website, you agree to our cookie policy