Shuttle Review
What is Shuttle?
Shuttle is a sales portal built for regulated businesses to drive both direct and partner sales. It eliminates the time-consuming manual process of signing up customers and accomplishing KYC and AML checks. The tool provides a real-time digital solution for your customers to complete forms, sign agreements and communicate. To save more time, the apps sync data to your existing CRM system and provided in a white-label basis.
Furthermore, you can optimize credit and background checks with the Shuttle’s partnership with Credit Safe, Equifax, Passport Proven and Onfido. This functionality enables you to facilitate instant ID verification.
Shuttle offers a free Partner Sign Service. Users can directly sign up their partners and introducers and self-onboard right on their website.
Show MoreOverview of Shuttle Benefits
Monetize Your Website
Shuttle goes beyond creating basic “Contact Us” forms. Instead, it empowers users to build digital forms that accept and gather inquiries right from your website. Here you will gain immediate insight into your customer profile, company structure, and SEIC.
Onboard Partners
Shuttle’s Partner Portal lets you open new channels easily. Partners such as Brokers, Introducers, and Intermediaries can sign up on the website. This is also where they can complete your KYC requirements.
Enable Partners to Refer Businesses
Once the account is open and ready, partners can seamlessly refer and manage applications dependent on their customer relationship. Meanwhile, monitoring the progress and commission status is streamlined.
Accelerate Lending Decision
Shuttle helps you get to a lending decision faster. You can easily get all the necessary information you need for KYC. Furthermore, you can access API feeds from Equifax, CreditSafe, Onfido, Companies House and Passport Proven to consolidate key decisioning certificates at source.
Show MoreOverview of Shuttle Features
- Partners self-onboard through your website
- Partners start referring business
- Take applications from your website
- Real-time KYC/AML & identity checks
- Equifax, Creditsafe, Onfido, and Passport Proven integrations
- Digital Signatures
- Document collection
- Sync with Pipedrive and other CRMs
- Email support
- Dedicated customer success manager
- SLA
What Problems Will Shuttle Solve?
Problem 1 – Payments Processing Company does not accept online business applications or leads. Shuttle provides a Dynamic Forms feature where companies can set up web application forms, verify application data using third party APIs such as Companies House and auto-populate verified data onto contracts or term sheets. Customers can accept applications or terms and conditions with Digital Signatures.
Problem 2 – Challenger Bank is not able to process complex KYC applications (such as applications involving overseas directors) in a timely manner. Shuttle automates standard and complex KYC processes based on what the customer has submitted in the application form. For example, different documentation can be requested based on the status or location of directors. Request identity, affordability and evidentiary documents. Complete identity verification, credit and background checks using API feeds from Companies House, Equifax, Onfido and DueDil.
Problem 3 – Commercial Finance lender wants to do more business through introducers. Its’ current processes are totally manual. The lender asks introducers to fill in paper forms to set themselves up as partners and asks the introducer to send customer referrals by email. Shuttle takes the paperwork away. Introducers can self-onboard through the platform and directly refer or co-manage applications.
Shuttle Position In Our Categories
Since companies have particular business-related wants, it is only practical they abstain from getting a one-size-fits-all, ”best” solution. At any rate, it would be futile to find such application even among well-known software solutions. The logical thing to do would be to make a list of the various critical functions that need consideration including key features, packages, technical skill ability of staff, company size, etc. After which, you should double down on the research thoroughly. Browse through some of these Shuttle reviews and explore the other solutions in your list more closely. Such comprehensive product research guarantee you keep away from unsuitable apps and pay for the one that offers all the features your company requires.
Position of Shuttle in our main categories:
TOP
500
Shuttle is one of the top 500 Accounting Software products
TOP
500
Shuttle is one of the 500 CRM Software products
TOP
500
Shuttle is one of the top 500 Sales Tools products
Organizations have diverse needs and requirements and no software solution can be perfect in such a condition. It is pointless to try to find a perfect off-the-shelf software app that fulfills all your business requirements. The smart thing to do would be to customize the system for your special needs, staff member skill levels, finances, and other aspects. For these reasons, do not rush and pay for well-publicized trendy applications. Though these may be widely used, they may not be the ideal fit for your specific needs. Do your groundwork, look into each short-listed application in detail, read a few Shuttle Sales Tools reviews, contact the vendor for clarifications, and finally settle for the product that presents what you want.
How Much Does Shuttle Cost?
Shuttle Pricing Plans:
Free Trial
Freemium
$0
SME
from $75/month
Professional
from $275/month
Enterprise
from $1,400/month
What are Shuttle pricing details?
Shuttle Pricing Plans:
Free Trial
Freemium
$0
SME
from $75/month
Professional
from $275/month
Enterprise
from $1,400/month
Shuttle offers SMB and enterprise pricing packages. It also has a freemium model that users can sign up for by booking a demo. Here’s an overview of the premium plans:
SME – from $75/month
Ideal for making websites sell
Professional – from $275/month
Ideal for extending service to partners
Enterprise – from $1,400/month
Ideal for larger business
User Satisfaction
Positive Social Media Mentions
117
Negative Social Media Mentions
4
We know that when you make a decision to purchase a Sales Tools it’s vital not only to learn how professionals evaluate it in their reviews, but also to check if the real clients and companies that bought this software are indeed content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Shuttle reviews across a broad range of social media sites. The information is then displayed in an easy to understand format showing how many clients had positive and negative experience with Shuttle. With that information available you will be prepared to make an informed business decision that you won’t regret.
Video
Screenshots
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
- Windows Mobile
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Free
- Monthly payment
- Quote-based
Customer Types
- Small Business
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Shuttle?
Shuttle integrates with the following systems and services:
- Dynamics 365 CRM
- Pipedrive
- Onfido
- Passport Proven
- Equifax
- CreditSafe
- Companies House
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