Success Story
The Lending Channel doubles new applications, transforming its client and lender experience

Name
The Lending Channel LTD
Location
Perth, UK
Industry
Commercial Finance Broker
Website

The Lending Channel is a specialist finance broker, based in Perth, Scotland but operating UK-wide, that provides property-secured funding solutions for clients unable to secure high street lending. As a growing, family-run business that receives most of its work from professional introducers, it is committed to offering every client the same high level of customer care.

As a brokerage built on strong personal relationships, The Lending Channel found that traditional, manual documentation processes could create delays for clients. 

This presented a challenge to scaling their high-touch service, impacting the speed of submissions and the overall client experience. 

With the implementation of Doc2, The Lending Channel has successfully blended its personal approach with a seamless digital client journey. 

This has not only more than doubled their monthly application volume but has also enabled them to present deals to lenders with enhanced professionalism and consistency.

Dean Thomson

“Doc2 has been an absolute game changer. It’s allowed us to take a very archaic industry into the modern age, delivering a perfect blend of personal service with digital enablement.”

Dean Thomson, Commercial Director, The Lending Channel
130%
Increase in Applications

Moved from an average of 15 applications a month to over 35 in the first full month using Doc2.

70%
Document Return Rate

A huge increase from the previous 20-30% rate, meaning more qualified deals enter the pipeline.

1 Day
Saved Per Client Visit

Staff no longer lose entire days driving to clients to get forms completed and signed.

The key challenge: Archaic processes

Prior to Doc2, the client onboarding journey involved Word documents sent via email. While a standard industry practice, this sometimes led to technical hurdles for clients, such as issues with printing, editing, and returning the forms.

This process naturally resulted in delays, with document return rates around 20-30%. Consequently, the team spent valuable time chasing paperwork, which could have been better spent fostering client relationships and progressing deals.

The quality of returned documents could also be inconsistent, with handwritten forms sometimes being incomplete or difficult to read. This didn’t always reflect the high standard of the brokerage when presenting detailed proposals to their lending partners.

To maintain their high service levels, team members would occasionally drive to clients’ premises just to get forms completed. This dedication, while valued by clients, was time-intensive and placed a practical limit on the number of applications the team could manage.

How Doc2 Helped

With Doc2, The Lending Channel has created a seamless, standardised client journey that blends a personal touch with digital efficiency. Clients now receive a simple link and can complete all necessary forms in around 15 minutes, from any device.

The team now produces consistently branded and professional documents for every stage of the deal cycle. Their deal summaries, created in Doc2 and saved as PDFs, provide lenders with a clean, comprehensive appraisal that is ready for underwriting.

Replacing the time-consuming manual follow-up has freed up the team to focus on building relationships and closing deals. This newfound efficiency has been a direct catalyst for their record-breaking application numbers, more than doubling their monthly volume.

By removing the administrative headaches, The Lending Channel can focus on what makes them a great broker: the personal relationship. This modern approach allows them to support customers better, move deals forward faster, and strengthen their reputation with both clients and lenders.

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.

Custom Branding

Custom branding applies you company’s logo and colour scheme to all documents and emails, creating a seamless and professional brand experience.

IDV and AML

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

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