Success Story
TSF Finance transforms document efficiency, reclaiming 90% of time for high-value consulting

Name
TSF Finance Ltd
Location
Glasgow, Scotland
Industry
Commercial Finance Broker
Website

TSF Finance Ltd are a fully independent commercial finance brokerage focused on providing funding solutions to the SME market. With over 25 years experience they pride themselves on helping businesses to structure, understand and identify the best solutions for them, not only in the present but for the future.

TSF Finance, a highly successful and forward-thinking brokerage, regularly reviews its operational stack to ensure every client touchpoint is exceptional. 

Recognising an opportunity to further optimise their document workflows, the leadership team sought to elevate their existing contract process to match the agility of their wider business. 

By proactively selecting Doc2 as a strategic partner, TSF has enhanced their client onboarding, ensuring the experience is seamless, digital, and professional.

This strategic update has allowed the team to redirect resources from administration to high-value client service, driving further business growth.

Myles Smyth

It gives us 90% of our time back that we would have spent on documents. It solves all the problems I have with documents. Super slick. The team loves it.

Myles Smyth, Senior Funding Partner, TSF Finance
90%
Time Saved

The team has reclaimed the majority of time previously spent on manual documents.

2
Weeks of Setup

Intuitive design enabled a seamless switch with zero operational downtime.

1 Hour
Saved Per Client

Clients no longer need to print, wet sign, and scan, saving them significant effort.

TSF Finance Challenges

As a high-performing firm managing a large volume of deals, TSF is committed to continuous improvement and regularly evaluates its systems to maintain a competitive edge. While their existing Word-based workflows were robust and functional, the team identified a strategic opportunity to further streamline the document creation process.

The firm recognised that even minor administrative tasks, such as formatting terms, could be optimised to free up more time for client strategy. Rather than settling for a standard process, TSF sought a solution that would maximise the efficiency of their highly skilled brokers.

Furthermore, TSF wanted to ensure their client journey remained class-leading by removing the need for clients to print, sign, and scan documents. They viewed the friction of physical attachments not as a failure of the old system, but as an opportunity to innovate and deliver a premium, fully digital experience.

Driven by a desire to align every operational detail with their professional brand image, TSF proactively sought a modern partner. They wanted a solution that would not just maintain their current pace, but accelerate it, ensuring they stayed ahead of market expectations.

How Doc2 Helped

With the adoption of Doc2, TSF has successfully transitioned their contract process into a seamless digital workflow, ensuring their administrative speed now matches the velocity of their deal-making. The transition has digitised the entire lifecycle of the contract, removing physical barriers to signing.

The platform’s intuitive design allowed the team to adapt instantly, permanently removing the manual formatting tasks that previously occupied their days. This ease of use meant that the team could switch systems without any downtime or loss of productivity.

The speed at which documents can be created, sent, signed, and returned has significantly enhanced the onboarding experience, ensuring momentum is maintained throughout the deal cycle. Clients are now engaged with a modern interface rather than cumbersome paperwork, keeping satisfaction high.

TSF no longer needs to allocate significant resource to chasing signatures or reformatting documents, allowing them to focus entirely on their clients’ needs and business growth. “The administrative friction is gone, and the process now perfectly aligns with the high standards we set for ourselves.”

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

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