Document Automation & eSigning Built for Brokers

Doc2 is a UK-based platform that helps brokers and lenders automate document creation, send agreements for eSignature, and stay fully compliant – all in just a few clicks.

As an NACFB Member, you get exclusive access to Doc2’s streamlined platform, built to save time, reduce admin, and support regulatory best practice.

Use the ready-made NACFB template library or upload your own. Auto-fill data direct from Companies House, eSign on any device, and track every step, with no printing, chasing or delays.

Enjoy a 20% lifetime discount on all plans as part of your membership.

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Benefits to Brokers

✓ Ready-to-use NACFB templates
Access standardised Broker Client and Introducer Agreement templates or upload your own

✓ Custom branded and fully compliant
Every document looks professional and meets regulatory standards

✓ Pull company data automatically
Reduce manual errors with instant data from Companies House or your CRM

✓ Track every step of the process
Know exactly who’s signed, when, and what’s still pending

✓ Mobile-friendly eSigning
Clients can sign anywhere, anytime – no printing or

✓ Built-in IDV + AML checks
Keep deals moving with instant identity and AML verification

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Benefits to Enterprises, Broker Networks and Lenders

✓ Seamless API integration
Integrate Doc2 directly into your existing systems to automate document generation, eSigning, and data flow – all within your own platform.

✓ eWitnessing and complex documents made easy
Support multi-party agreements, personal guarantees, and eWitnessing with legally compliant, easy-to-execute workflows.

✓ Scalable team access and controls
Set up teams, manage permissions, and streamline collaboration across departments, branches, or networks – with full audit trails for every action.

✓ Standardise with a central template library
Maintain consistency, reduce risk, and save time by giving your network access to a shared library of compliant, custom-branded templates.

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Ready to simplify compliance and speed up every deal?

Start your free trial or book a 15-minute demo and as an NACFB Member, you’ll get 20% off your plan.

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