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5 Sales Portal Journeys
  • Team Direct - Internal account teams directly issue application after customer has made contact by email, phone or through a Relationship Manager
  • Web Direct - Customers can apply from your website or campaign landing page
  • Partner Sign - Partners (brokers, intermediaries, affiliates, introducers, accountants) self-onboard through a dedicated Partner Portal based on your eligibility and KYC criteria
  • 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 initiate applications through the Partner Portal and collaborate in their completion
  • All applications can be synched with your existing CRM system
    Customer Portal
  • New customers apply securely through web, mobile and tablet devices in their own portal
  • Single or multi-party applications - Multi Director, Account Operator and Owner applications
  • Data verification - Use 3rd Party APIs, such as Companies House, to verify applications or leads before they are submitted
  • Verified inputs from your customers flow through systematically to your own forms, removing the need to re-key, removing bottlenecks and improving application accuracy
  • Identity, affordability and evidentiary documents are captured by upload, webcam capture or mobile device camera capture through video-still technology
  • Customer signs contracts or terms and conditions digitally
  • Personal Information (PII) does not leave the Shuttle platform - single point of collation for all data and documents
  • Partner Portal
  • Sign up new partners on your website based on your eligibility criteria
  • Let partners start the application process by referring customers
  • Partners with closer customer relationships can directly manage applications
  • Partners can keep track of application status and due commissions
  • Extend your security / GDPR requirements to your partners
  • Sales Management
  • 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
  • Better Business Faster
  • Get all the information you need to complete KYC. Request identity, affordability and evidentiary documents
  • Complete identity verification, credit and background checks using API feeds from Companies House, Equifax, Onfido and Passport Proven
  • Shuttle automates standard and complex KYC processes based on what the customer has submitted in the application form
  • For example, different documentation or other checks can be requested based on the status or location of directors
  • Flexible Configuration
  • 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