What is it all about?
Shuttle is a sales portal built for regulated businesses to drive both direct and partner sales. It eliminates the time-consuming manual process of signing up customers and accomplishing KYC and AML checks. The tool provides a real-time digital solution for your customers to complete forms, sign agreements and communicate. To save more time, the apps sync data to your existing CRM system and provided in a white-label basis.
Video
Video & screenshots
screenshots
Who is it for?
Freelancers
Startups
Agencies
SMBs
Enterprises
Key Features
You can optimize credit and background checks with the Shuttle’s partnership with Credit Safe, Equifax, Passport Proven and Onfido. This functionality enables you to facilitate instant ID verification. Shuttle offers a free Partner Sign Service. Users can directly sign up their partners and introducers and self-onboard right on their website. Partners self-onboard through your website Partners start referring business Take applications from your website Real-time KYC/AML & identity checks Equifax, Creditsafe, Onfido, and Passport Proven integrations Digital Signatures Document collection Sync with Pipedrive and other CRMs Email support Dedicated customer success manager SLA
Benefits
Monetize Your Website Shuttle goes beyond creating basic “Contact Us” forms. Instead, it empowers users to build digital forms that accept and gather inquiries right from your website. Here you will gain immediate insight into your customer profile, company structure, and SEIC. Onboard Partners Shuttle’s Partner Portal lets you open new channels easily. Partners such as Brokers, Introducers, and Intermediaries can sign up on the website. This is also where they can complete your KYC requirements. Enable Partners to Refer Businesses Once the account is open and ready, partners can seamlessly refer and manage applications dependent on their customer relationship. Meanwhile, monitoring the progress and commission status is streamlined. Accelerate Lending Decision Shuttle helps you get to a lending decision faster. You can easily get all the necessary information you need for KYC. Furthermore, you can access API feeds from Equifax, CreditSafe, Onfido, Companies House and Passport Proven to consolidate key decisioning certificates at source.
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Pricing
Yearly
Monthly
Lifetime
Free
Freemium
Trial With Card
Trial No Card
By Quote
Description
Partner Sign Journey
Internal Users
iFrame Web Form
Forms
Digital Signatures
Companies House Lookups
Passport/ID Verification
AML/KYC Checks
CRM Integration
Initial set up
Shuttle Support
Web Training
starting at
$85/Month
starting at
$900/Year
Integrates With
Microsoft Dynami...
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