The Shuttle Sales Portal helps grow your business faster.
Your future customers have a consistent experience whether they originate from introducer partners, your website or your sales team.
Leads start turning into business faster as your future customers use a branded customer portal to complete forms, sign agreements, upload KYC documentation and communicate with you – all done digitally. Your sales team react quicker to incoming leads with Shuttle’s sales management features. Your introducer partners send more business as they see a better conversion rate and greater customer confidence.
The Shuttle Sales Portal is a plug and play service and can be up and running with your forms within 24 hrs – please book a demo today.
Build digital forms to accept applications from your website. Let your sales team use the same forms to invite leads. Business (multi-director) and personal applications supported. Choose between real-time or multi-stage applications.
Open new channels with our Partner Portal. Become preferred partner to introducers through excellent customer experience and flexible options to collaborate in the application process. Also sign-up and qualify new partners using the platform.
Start the application process directly from leads. Verify application data using third party APIs such as Companies House. Auto-populate verified data onto contracts. Make it easier for your customers to complete with Digital Signatures.
Get all the information you need to complete KYC. Request identity, affordability and evidentiary documents. Gather key decisioning data at source using API feeds from Companies House, Equifax, Onfido, DueDil and Passport Now.
Manage incoming leads in one location rather than through email. Set up access rights so team leads can monitor applications and set rules on how leads are allocated to team members. Directly integrate leads into CRM.
Maintain all customer documents and 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 once the application is completed.
Who Uses Shuttle?
We work with clients that want to create a great first impression when a lead decides to engage. Our clients are also looking to grow their business through partners including introducers, brokers, intermediaries and affiliates.
Our clients include Finance Lenders and Brokers, Payment Processors, Forex Companies, Specialist Accountants and other Professional Services companies.
The Shuttle Sales Portal is a white label solution in your look and feel.
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.
Using the Shuttle platform allows Trademark Brothers to offer a much better customer experience to our clients. It also speeds up the whole account opening process - my clients really appreciate being able to take photos of important documentation using a tablet or mobile and complete the process in real-time. It also feels more secure.
As an advertising agency I need clients to accurately complete a checklist of documentation before I start projects for them. Any time spent chasing them up is less time spent on projects. It really helps that clients can sign my terms and conditions electronically and that all documents and communications with the client are kept in one platform.