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
Knowing that businesses have distinctive business-related wants, it is only rational that they abstain from deciding on a one-size-fits-all, ”best” software. Regardless, it is difficult to come across such an app even among recognizable software systems. The best step to do can be to set down the different major factors which necessitate deliberation including crucial features, packages, skill aptitude of the employees, company size, etc. Next, you should do the research to a full extent. Browse through some of these Shuttle review articles and check out the other software products in your list more closely. Such comprehensive research ensure you steer clear of mismatched software solutions and select the system that meets all the benefits 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
Since each company has unique business requirements, it is sensible for them to desist from looking for a one-size-fits-all perfect software application. Needless to say, it would be useless to try to find such a platform even among widely used software platforms. The clever thing to do would be to catalog the various vital aspects that require consideration such as required features, finances, skill levels of workers, company size etc. Then, you should do your research thoroughly. Read some Shuttle Sales Tools reviews and look into each of the other apps in your shortlist in detail. Such comprehensive research can ensure you reject ill-fitting systems and select the system that offers all the features you require for business success.
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 choose to get a Sales Tools it’s important not only to learn how experts evaluate it in their reviews, but also to discover whether the actual clients and companies that bought this software are actually content with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Shuttle reviews across a wide range of social media sites. The data is then featured in a simple to digest way showing how many users had positive and negative experience with Shuttle. With that information at hand you will be prepared to make an informed business choice 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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