Finance brokers
Insurance brokers
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Securely Collect Forms, Supporting Documents and Signatures

Mystro is a secure data collection tool to build and optimise client onboarding experiences for finance and insurance professionals. Easily create customer onboarding workflows, collect leads, forms and documents.

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Worth of applications


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Forms and documents collected

Frictionless client onboarding experiences

Onboard clients quickly with less stress using highly personalised and intuitive experiences to enable higher conversion rates and satisfied customers.

Onboard clients faster

Transform clunky online forms and PDF's into a simple, enjoyable and guided client experience.

Improve completion rates

Reliably and predictably collect client information with industry-leading data collection tools that are beautiful and easy to use for both you and your clients.

Security at it's core

Your data is securely stored within our Australian AWS cloud infrastructure. Information is securely stored behind firewalls and encrypted in transit and at rest.

Build Web Forms Experiences

Create conversation-style data collection experiences with exceptional conversion rates.

Mystro enables you to take people on a personalised journey using storytelling to making client onboarding a breeze.

Conversation-style forms
Convert complex forms into stories
Convert web forms into branded PDF's

Collect Supporting Documents

Document collection has never been easier. Quickly specify documents you wish to collect from clients or automatically generate document checklists based on information provided by clients.

Mystro accurately collects documents, sends reminders and guides your clients through the process. It just works.

Configurable and automated document checklists
Collect from multiple parties at the same time
Seamless eSign integration

Effortless eSignatures

Onboard clients faster with Mystro proprietary signature solution that let you turn your PDF's into Mobile Friendly Forms and triple your conversion rates.

Mobile-first eSignature & PDF Mapping
Inline sign without even opening PDF's
Seamlessly integrated into Client Onboarding Workflows

Grow Your Pipeline

Get more leads with powerful and easy-to-use lead generation chatbots.

Tailor your chatbot’s flow for different web pages, and depending on visitors’ answers, qualify them immediately, book appointments or seamlessly initiate the data collection workflow.

Start with pre-configured templates
Integrate into any website
Share your bot with a link over the email or social networks. Perfect for marketing campaigns.
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Frequently Asked Questions

Who uses Mystro?

Mystro customers are mortgage brokers, finance brokers, insurance brokers, lenders, accountants, legal professionals, and any business that needs to qualify leads, collect client information such as Fact Find or application forms, supporting documents, and signatures.

Will it benefit my business?

If your business depends on collecting client information such as Fact Find, application forms, documents and signatures, you will instantly experience a huge reduction in data collection times, increased data quality and client satisfaction while having more time to focus on serving clients and growing your business.

How is conversational data collection different from online forms?

Conversational data collection provides enjoyable and guided experiences for your clients to submit their information on any devices using a beautifully branded and guided client experience. Clients can pause and resume precisely where they left off at any time on any device.

Does Mystro collect client documents?

Of cause! Faster and easier than any solution on the market. Our industry-leading document collection technology helps over 2000 businesses to collect documents from their clients on auto-pilot. Collect a single document, or 1000 documents, create templates, automatically generate document checklists based on client information and substantially reduce document collection cycles while improving the speed and accuracy of documents collected.

Does it integrate with my website?

For sure! Add single line of code to your website for complete integration. Using Mystro Visual mapping tools, you can easily connect Mystro data collection workflows and lead bots to any call to action button on your website or point directly to a unique URL.

Can data be exported to other systems?

Of cause. Export client information to one or more of our integration partners (such as Salestrekker, Illion etc.) or connect Mystro to Zapier to trigger data collection workflows or export to over 3000 applications such as Active Campaign, Mailchimp, Zendesk, Google Docs and many more.

Is it easy to get started?

Really easy. Start your free trial, select from a range of pre-configured app templates and begin onboarding clients with a click of a button.

Start Now - 14 Days On Us
Instant access. No credit card required

Partner with us

Join us as a technology partner and get access to our engineering team to help you create and launch custom solutions for your business and clients or build custom integrations with Mystro products.

Get in touch

"Mystro is a staple part of our lending business, so much so that we have now expanded it into our other financial services businesses too. Every other software solution we consider must work with Mystro, or we do not move forward with it."

Cohen Haines

Director at Haines Wilson

"We would not be able to operate our business as smoothly and effectively as we do without Mystro"

Cara Giovinazzo

Managing Director of Borro

"Mystro is such a user friendly & great product.  Our clients are amazed by how easy & convenient it is to use."

Invest Blue

Diana Di Fabio

Invest Bule Financial Advice

Enterprise ready security

Automate client onboarding without sacrificing security. Mystro protects your data with encryption during the transit and at rest, secure SSL connections and data centres that comply with HIPAA, GDPR, and more.

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