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5 Journeys To Scale Direct And Partner Sales
  • Partner Sign - Partners (brokers, intermediaries, affiliates, introducers, accountants) self-onboard through a dedicated Partner Portal based on your eligibility and KYC criteria. This is provided Free of charge, you just pay for any KYC checks
  • Partner Refer - Partners refer new applications or leads in an affiliate model through the Shuttle Partner Portal
  • Partner Manage - Your most trusted partners with close customer relationships package up applications through the Partner Portal
  • Web Direct - Customers can apply from your website or campaign landing page
  • Team Direct - Internal account teams directly send application after customer has made contact by email or phone
  • All applications can be synched with your existing CRM system
    Manage Applications Smarter
  • All journeys start with an easily configurable webform integrated into your website via iFrame
  • Follow-up Information (contracts, forms, ID Docs) is completed by the customer in their own Customer Portal
  • Single or multi-party applications - Multi Director, Account Operator and Owner applications
  • Data verification - Get instant insight on director info, ownership, size and SEIC code from Companies House
  • Autopopulate forms and contracts with data direct from application form, eliminating re-keying
  • Build your existing forms or use 3rd party forms (such as direct debit)
  • Customer signs contracts or T&Cs with auditable digital signatures
  • Personal Information (PII) does not leave the Shuttle platform - single point of collation for all data and documents
  • Grow Your Partner Business
  • With your own Partner Portal, sign up new partners on your website based on your eligibility and KYC criteria
  • Let partners start the application process by referring customers
  • Partners with closer customer relationships can directly manage (package) applications
  • Partners can keep track of application status and due commissions with 2 way CRM synch
  • Extend your security / GDPR requirements to your partners
  • Get To KYC Decisions Faster
  • Get all the information you need to complete KYC and reach a lending decision
  • Save money with our special rates
  • Request identity, affordability and evidentiary documents for upload in the customer portal
  • Complete identity verification, credit and background checks using API feeds from Companies House, Equifax, Onfido and Passport Proven
  • Automatically identify more complex KYC cases such as beneficial ownership or an overseas director
  • Request different documentation or other checks for more complex cases
  • Drive Sales Effectiveness
  • Your internal account team manages applications through their own Team Portal. The Portal includes a full reporting dashboard that shows new and completed applications with average completion times
  • Choose real-time or multi-stage applications if you need to qualify the applicant
  • Manage outstanding applications, change customer details or add new customers
  • Communicate with customers and partners with our native real-time messenger
  • Set automatic email or SMS reminders to customers to prompt progress
  • Verify and timestamp submitted documents for audit and compliance
  • Accept and reject applications
  • Set up internal admin team rights
  • Integrations to power your sales
  • Shuttle is white label platform that comfortably adopts your logos, palettes and design schema giving your customer the confidence of brand continuity and the expected digital customer experience
  • Design your workflows within Shuttle to suit your existing and evolving processes and Shuttle provides several options for account administration, monitoring and governance
  • Email notifications, SMS messages are delivered with your url links and company addresses
  • Shuttle is an easily configurable plug & play service but with our Shuttle Together Service we configure the service and make any changes for free for the first 3 months