Shuttle

Shuttle

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What is Shuttle?

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.

Furthermore, 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.

Shuttle Key Features

Partners self-onboard through your webs

Partners start referring business

Take applications from your website

Real-time KYC/AML & identity checks

Equifax and Creditsafe integrations

Onfido and Passport Proven integrations

Digital Signatures

Document collection

Sync with Pipedrive and other CRMs

Email support

Partners self-onboard through your websi

Partners start referring business

Take applications from your website

Real-time KYC/AML & identity checks

Onfido, and Passport Proven integrations

Equifax and Creditsafe intergrations

Digital Signatures

Sync with Pipedrive and other CRMs

Document collection

What is Shuttle?


Shuttle Pricing

STARTER: FREEMEIUM:

Partner Sign Journey - Up to 5 Internal Users - iFrame Web Form - Five Forms (Contract, T&Cs) - Unlimited Digital Signatures - 20 Companies House Lookups - Passport/ID Verification from Passport Proven or Onfido - AML/KYC Checks from Creditsafe or Equifax - Pipedrive Integration - Initial Service Setup Included - Self Managed With Email Support - Web Training - Ongoing Onboarding Support Available

SME - £75pm

Web Direct Journey - Up to 5 Internal Users - iFrame Web Form

  • Five Forms (Contract, T&Cs) - Unlimited Digital Signatures - 20 Companies House Lookups - Passport/ID Verification from Passport Proven or Onfido - AML/KYC Checks from Creditsafe or Equifax - Pipedrive Integration - Initial Service Setup Included - Self Managed With Email Support - Web Training - Ongoing Onboarding Support Available

Professional - £250pm

Web Direct and All Partner Journeys - 10 Internal Users - 10 Partner Licences - iFrame Web Form - 10 Forms (Contract, T&Cs) - Unlimited Digital Signatures - Unlimited Companies House Lookups - Passport/ID Verification From Passport Proven or Onfido - KYC/AML Checks from CreditSafe or Equifax - Pipedrive Integration - Initial Service Setup Included

  • 3 months Shuttle Together Support - Web Training - Ongoing Onboarding Support Available - Integration with Dynamics 365/Other CRMs Available

Shuttle Product Details

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.


Shuttle Support & Customer Service

Email Support - Telephone Support - Live Support - Training - Ongoing on-boarding support - Initial Service Setup Included - Web Training


Countries Shuttle Services Available In

UK and USA


Shuttle Free Trial Information

Say goodbye to time-consuming manual journeys. Start Using Partner Sign For FREE - Book a 30 min call, send us branding guidelines, forms to sign and choose your KYC partners and you can be signing up partners from your website in 24 hrs!


Shuttle Reviews

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This page was last updated 01 April 2019 05:28