Finance brokers
Insurance brokers
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Automate and digitise your client onboarding experience

Finance and mortgage brokers use Mystro apps to collect Fact Find, application forms, documents and signatures, optimise conversion funnels, stay compliant and redefine their customer experience.

Make applying easier with an interview-style Fact Find and Loan Applications

Put your client information collection on autopilot and experience the difference of Mystro's best-in-class digital fact find and client onboarding tools.

Collect client information faster

Engage your clients with an intuitive and beautiful data collection experience using Mystro’s interview-style fact-finding and application forms. Plus, take advantage of a complete automation suite, conditional rules, customisations, and branding options.

Collect documents on auto-pilot

Easy-to-use and precise document collection workflows allow your clients to upload the exact documents you need from any device. Automatically create requests for multiple borrowers at the same time and manage uploaded documents with ease.

Generate PDF's and collect signatures

Generate pre-filled forms and documents with data submitted by your clients. The online signature collection is straightforward with a mobile-friendly design that turns PDFs into easy-to-navigate conversation-style forms.

Add calculations and decisions

Design rules and decision-tree logic, including calculations, conditional logic rules and workflows. Start from simple mathematical calculations or built complex decision engines.

Keep clients engaged

Automatically send updates and reminders with Mystro’s template-based email and SMS notification system. Keep your clients up to date with changing document requirements, due dates, and more.

Integrate with other systems

Use out of the box integrations with Zapier, Bank Statements, Aggregator CRM's, or build custom integrations with your existing systems to streamline the flow of data and trigger events across platforms.

Complete control & customisation

Easily edit or add questions, logic or entire sections. Automatically send applications to referral partners, your preferred marketing CRM or any other system based on condition logic and client profile. You can even create new forms and workflows from scratch using our easy to use and insanely powerful Application Builder.

Start with pre-configured finance and mortgage data collection apps

Collect Fact Find, financial application forms and documents online, populate documents with data and capture signatures with purpose created apps for finance and mortgage brokers.

Mortgage Fact Find

Collect Mortgage Fact Find, Supporting Documents and Signatures with a smooth and straightforward interface your borrowers will love and recommend to their friends and family.

Personal Loan Application

Make it easier for your clients to apply for a personal loan, including debt consolidation, renovations, holidays, weddings and more. Collect supporting documents and get compliance documents signed.

Asset Finance application

Collect private or commercial Asset Finance applications for boats, bikes, leisure goods, caravan, equipment and more. Collect supporting documents and get compliance documents signed on auto-pilot.

Car Finance application

Automate private or commercial Car Finance applications. Collect client and vehicle details, supporting documents and signatures all in one conversation-style Car Finance application experience.