Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.
Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.
Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.
Say goodbye to your basic ‘Contact Us’ form. Easily create digital forms to accept enquiries from your website. Get an immediate insight into customer profile, company structure and SEIC.
Open new channels with our Partner Portal. Let new partners including Introducers / Brokers / Intermediaries sign-up on your website and complete your KYC requirements.
Once account is open, let partners refer or manage applications dependent on their relationship with the customer. And track progress and commission status.
Get to a lending decision quicker. Gather key decisioning certificates at source using API feeds from Companies House, Equifax, Onfido, CreditSafe and Passport Proven.
Improve application accuracy and conversion by auto-populating data from initial webforms into agreements and completing with secure, auditable digital signatures.
Maintain all correspondence in one secure hub with a full audit trail. Extend your security to your partners. Give your customers control over who has access to their PII.
Who Uses Shuttle?
We work with innovative clients that want to scale their direct and partner sales without building a big client onboarding team. Our clients include Business and Personal Finance Lenders and Brokers, Merchant Services Providers, Forex Companies, Specialist Accountants and other Professional Services companies. We offer a FREE Partner Sign service for clients to start doing business with their partners. Then competitively priced fees for SME, Professional and Enterprise usage.
What Our Clients Say
I can't imagine going back to email based business customer onboarding processes now. Since using Shuttle, our SME client onboardings have been so much easier- I can see client statuses at a glance on the dashboards, there’s a message centre to chase them if they're late and we've even reduced time per client set up by 70%. I love it, my team loves it, but even more importantly our clients love it. I think everyone would recommend Shuttle to those working with form based KYC applications.
With Shuttle, clients can register, sign our T&Cs and provide all the project info we need through our website. We wouldn't be able to scale if we processed everything manually. Our introducers can also refer detailed projects and see their commissions.
Cutpay uses Shuttle's Partner Portal to sign up our reseller partners who can then refer business. Without the cost savings of getting instant KYC information from Shuttle, we won't be able to be the most competitively priced provider of SME merchant services in the market.