Put your client information collection on autopilot and experience the difference of Mystro's best-in-class digital fact find and client onboarding tools.
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.
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 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.
Design rules and decision-tree logic, including calculations, conditional logic rules and workflows. Start from simple mathematical calculations or built complex decision engines.
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.
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.
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.
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.
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.
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.
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.
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.