Success Story
Matador Loans streamlines niche lending with Doc2’s personal touch and integrated IDV/AML

Name
Matador Loans
Location
Doncaster, UK
Industry
Commercial Finance
Website

Previously reliant on manual processes and seperate systems, Matador Loans found that managing document journeys and compliance for its boutique bridging deals was becoming increasingly complex.

With the implementation of Doc2, the firm has transformed its document creation, IDV, and signing into a seamless, intuitive experience, backed by human support that makes the team feel like a priority.

As a result, Matador Loans has achieved a significant boost in operational efficiency, allowing them to verify and secure high-quality deals with absolute technical confidence.

Lisa and the team can now focus on their strategic growth and customer relationships, supported by a partner that prioritises personal service, customer friendly solutions and robust IDV/AML compliance over automated chatbots.

Lisa Ambler

What makes Doc2 different is the people; you make it personal. Having such an easy, integrated IDV and AML process alongside outstanding document creation and with the addition of e-Sign technology, underpinned by that all important human support it has been invaluable…I feel like your only customer and never feel silly asking for help.

Lisa Ambler, Bridging Loan Manager, Matador Loans, Matador Loans
Quick
TO CREATE DOCUMENTS

Once templates are set up, utilising them takes mere seconds, not even minutes

Elite
IDV & AML CHECKS

Rated the easiest and quickest verification version available by the directors

Live
HUMAN SUPPORT

Direct access to dedicated support via chat, ensuring no one feels like a burden.

Ready to get started?

Join thousands of satisfied customers who have transformed their document management with Doc2.

Start free trial

Matador Loans Challenges

Before implementing Doc2, Matador Loans operated in a manual environment where administrative tasks were often labour intensive. As a niche lender, managing a dual head of individual investors and borrowers, they needed a way to streamline their onboarding documentation and application processes alongside internal compliance, without adding significant complexity.

A major challenge was nailing down busy directors and investors to secure signatures and verify documents.

The reliance on physical post and wet signatures threatened to slow down deal flow, creating a bottleneck that didn’t match the firm’s ambition for growth or its need for rigorous security.

Furthermore, the lack of a personal touch in supplier software support was a major concern. They needed a solution where they wouldn’t feel like a burden when asking for help with complex compliance features, ensuring that the technology supported, rather than hindered, their daily operations.

How Doc2 Helped

With the adoption of Doc2, Matador Loans has simplified its entire document journey. The ability to verify a customers identity digitally has been a significant enhancement, proving more efficient and user-friendly than any other method the directors had previously tested.

The firm no longer has to battle with securing signatures or manual ID checks from busy stakeholders, as the end-to-end digital process allows borrowers to sign and verify themselves from anywhere in the world. This speed is vital for bridging deals where investors need to part with funds quickly and securely.

The bespoke offering of Doc2 includes detailed AML reports, giving the firm peace of mind. Because the support team is “so responsive” Lisa can confidently manage these high-stakes tasks knowing a real person is available to guide her through any compliance questions instantly.

The standout benefit has been the, human-to-human support that makes using advanced features like digital signing, IDV and AML feel second nature. This personal partnership ensures that Matador Loans isn’t just using a tool, but is building a more resilient and credible back office operation with a supplier that genuinely cares about their success.

Ready to get started?

Speak to an expert or start your free trial today.

Book free consultation Start free trial

What makes Doc2 special?

IDV and AML

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

Concierge Template Setup

With our Concierge Template Setup, our experts transform your existing Word files into dynamic, ready-to-use templates, getting your team up and running in record time.

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.

Every success story starts with the right tools

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

Discover What Doc2 Can Do → Discover What Doc2 Can Do →
By using this website, you agree to our cookie policy