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.
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
Onfido, and Passport Proven integrations
Equifax and Creditsafe intergrations
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
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
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.
Email Support - Telephone Support - Live Support - Training - Ongoing on-boarding support - Initial Service Setup Included - Web Training
UK and USA
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!
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