The Shuttle Sales Portal helps grow your business faster.
Your future customers have a consistent experience through all your channels, including 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 that syncs with your existing CRM system (Dynamics, Salesforce, Pipedrive and more) and can be up and running with your forms within 24 hrs. With our Shuttle Together service, we make it easy for clients to ‘get going’ by configuring the first Sales Portal version and making any changes for the first 3 months.
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Easily create digital forms to accept applications from your website or for your sales team to send to qualified leads. Business (multi-director) and personal applications supported. Choose between real-time or multi-stage applications.
Open new channels with our Partner Portal. Sign-up and qualify new partners. Then let partners refer or manage applications dependent on their relationship with the customer. And track progress and commission status.
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 Proven.
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. Many of our clients are also looking to grow their business through partners including introducers, brokers, intermediaries, agents and affiliates.
Our clients include Business and Personal Finance Lenders and Brokers, Merchant Services Providers, 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.