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Industry leading Fact Find and Document collection

Think of it as a salesperson and an assistant working for you 24 hours a day, 7 days a week, 365 days of the year.

It sits on your website, email and socials, generating and qualifying leads, collecting forms, generating and collecting document checklists and signatures.

It does it for you when you are asleep, generating leads and onboarding clients.

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Give your clients an experience so good, they'll recommend you to their friends and family

Collect Fact Find

Engage your clients with an intuitive, secure and beautiful data collection experience using Mystro's interview-style fact-finding and application forms.

Industry-leading Fact Find
Guided interview-style data collection experience
Unlimited customisation and automation

Collect Documents

Automated well-defined document collection workflows allow your clients to upload the exact documents you need.

Automatically generate document checklists.
Integrated eSign
Manage entire document collection lifecycle

Collect eSignatures

Mystro online signature collection is straightforward with a mobile-friendly design that turns PDFs into easy-to-navigate conversation-style forms.

Turn PDFs into conversation-style forms
Pre-fill and sign PDF's
Secure with a complete audit trail

Never worry about missing info

Send updates and reminders with Mystro's automated email and SMS notification system.

White-label notifications and reminders
Add attachments such as Credit Guide
Fully customisable

Integrate

Use out of the box integrations with Zapier, Bank Statements, Aggregator CRM's such as Salestrekker, Infinity, Connective Mercury (in beta).

Integrate with your website
Export to Salestrekker, Infinity, Mercury (beta)
Illion Bank statements
Collect payments with Stripe
Google analytics and Facebook pixel
Integrate with over 3000 applications using Zapier
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What our clients think...

"Mystro is saving us time and helping our clients experience a great onboarding process. This is where customer experience is built."

Blank financial

Bernard Desmond

Founder & CEO at Blank Financial

"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

"Some of our clients work for banks in fairly senior roles. They are generally surprised and astounded at how great a process my business has in place for them to provide their information in order to apply for a loan. I don’t think you can get much better praise than that"

Trevor Giacometti

Founder at LoanBrix

Get up and running with Mystro in as little as 2 minutes

Onboard clients with Mystro apps designed by industry experts.

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.

Frequently Asked Questions

Can I completely automate client onboarding?

Yes, you can generate and qualify leads on your website with Mystro Bot, seamlessly transfer them to Fact Find collection experience, pre-fill any compliance documents with client's data, get documents signed, automatically generate supporting document checklist based on client's Fact Find and accurately collect all documents. 100% on auto-pilot.

Do you export Fact Find to Aggregator's CRM?

Currently, we export to Salestrekker, Finsure Infynity and Connective Mercury (in beta). We will be adding more Aggregator CRM's soon.

Can I use Mystro for personal loans/asset finance?

Absolutely! Mystro comes with pre-configured apps for Personal loans, Asset Finance (personal and commercial) and many more.

What else can I do with Mystro?

Mystro is a cutting edge tool that allows you to collect any kind of client information for many purposes. Our clients use Mystro to generate leads via Mystro lead bots, collect finance applications such as mortgages, business and SMSF loans, financial advice and many more. We also help insurance and legal professionals collect general insurance, life insurance, will's and many more. You can even accept payments and charge for your service using Mystro Stripe integration.

What if I only want to collect documents?

Easy. You can use Mystro as a stand-alone document collection and e-Signature solution.

Can you help me to get started?

Of cause! Create your free trial, send us a note, and we will help you configure Mystro for your needs in no time.

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