Finance brokers
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Real Estate Agents / Business Brokers

Collect proposer's information and generate branded and compliant Real Estate Agents / Business Brokers insurance proposal PDF form.

Web-based Real Estate Agents / Business Brokers insurance proposal application provides the smooth and simple interface your borrowers expect to guide them through their application, at their pace. This app allows you to collect client information and generate branded and compliant Real Estate Agents / Business Brokers insurance proposal PDF forms ready to be submitted to insurers.

Mobile first insurance application experience

Mystro insurance proposal application has been beautifully designed to create a fully functional mobile-first experience and make it easier for your clients to apply.

Client onboarding automation

Mystro's applications help brokers stay on the leading-edge with a robust, evolving feature set that includes automatic client information and document requests, auditing, team collaboration, integrations and much more.

Request from anywhere

Request client information via Mystro Dashboard, API, integrate on your website or internal CRM.

Interview-style form
Collect client information with intuitive conversation-style forms and beautiful white labeled client onboarding portal.
Automate document collection
Automatically generate document checklist and collect supporting documents with industry leading document collection tools.
Document generation
Instantly populate the client information you collect into custom agreements, disclosures, contracts, and other documents.
Capture electronic signature
Let clients and other stakeholders review and sign documents on their mobile phone, tablet, or computer.
Email & SMS notifications
Automatically notify and update your clients via email and SMS.
Protect client data
Maintain peace of mind with multiple security measures, including time-limited SMS pin authentication, SSL and encryption.
Integrate and export to third-party systems via direct integrations, Zapier, or API.
Advanced custom branding
Customise client experience and forms with your logo, colours, images and videos.

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