Success Story

Property Finance Group secures deal flow and compliance with Doc2

As a brokerage that prides itself on being seasoned property professionals, Property Finance Group acts as a pivotal link between lenders and clients. Before adopting Doc2, they found that even the most well-structured deals could be delayed when documents simply sat in a client’s inbox, often resulting in missed deadlines and expired lender terms.

The manual administrative process involved in managing the full life cycle of a deal was both time-consuming and difficult to scale. With constant pressure to mitigate risks and oversee construction progress or planning conditions, the team found that manual document follow-ups were detracting from their ability to provide expert advice and fill the knowledge gap for their clients.

Compliance was a further challenge, particularly when coordinating between multiple stakeholders like solicitors, lenders, and valuers for complex property funding. Maintaining a robust audit trail for every certified ID and introducer agreement was a manual burden that Property Finance Group wanted to digitise to ensure absolute regulatory accuracy.

The reliance on manual signing processes created a risk of critical actions being missed during the pivotal step between the client and the bank. Property Finance Group knew that their administrative process had to become more centralised to support their role in mitigating risks and providing solutions for successful deal completion.