Client onboarding workflows for Finance, Insurance and Real Estate professionals

Onboard clients and collect data efficiently, accurately and securely without having to rely on multiple outdated systems.

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Mystro is a software platform allowing finance brokers, advisers, accountants and real estate agents to automate data collection

Forms AND BOTS
Application forms
Easily collect client information via smart forms and mobile device-optimised bots.
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DOCUMENT COLLECTION
Document collection
Automatically collect client documents on any device. Generate document checklist on autopilot, or send  document requests manually with a click of a button
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Digital Signatures
Digital signatures
Get work done faster and improve your customer experience with a legally binding Mystro Sign solution.
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Document Merge
Document generation
Use Mystro powerful document automation technology to create pre-populated documents with one click.
View Document Merge

Automated data collection workflows

The accurate, automated, and scalable data collection process is the key to business success.

Mystro completely automates your client data collection with intelligent and fully configurable workflows, client reminders, and notifications.  
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Preconfigured workflow templates

Start automating your client collection with pre-configured templates and workflows or create your own.
1003 Application
Make it easy for your clients to complete 1003  mortgage application on their mobile phone. Document checklist is automatically generated and collected in record time.
IRS W-9 Form
Get clients to complete and sign
W-9 form by answering questions on their mobile device. The form is automatically generated and pre-filled with client's information.
Credit Report Authorization
Send credit report authorization form to clients with a click of a button. Clients complete and sign the form by answering questions on their mobile phone.
Any many more. Need help? Get in touch and we will create a custom workflow for your unique business requirements.

Document collection templates

Easily create document checklist templates for any application scenario. Collect documents from multiple parties in a single request. Optionally create automated rules when to request certain documents and in what order.

Easy and powerful workflow builder

Quickly create custom forms, document collection checklists and workflows to instantly adopt to ever changing market conditions and regulations.

Over 1000 businesses use Mystro to streamline their client onboarding and data collection.

Pro
67 USD
User/month. No contracts.
Pre-configured forms and templates
Document Collection
e-Sign
Document merge
White-label client experience
Configuration assistance
Same day support
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Enterprise
Contact us
Custom configuration and volume pricing
10+ seats
Custom configuration
Custom API integration
Document merge
Full white-label solution
Onsite training
Dedicated support representative

Here are a few other FAQs we get a lot:

Is my data secure?
Yes! We built Mystro from the ground up to make sure your data is secure. Client data and files are automatically encrypted at rest and during transfer.
Who owns my data and clients?
You do! Any content (including your client data) is 100% owned by you. Mystro doesn't have permission to use that content or contact your clients for any reason. Mystro is just a tool for YOU to collect client data and grow your business!
Can I embed forms and bots on my website?
Yes! Forms and bots can be easily embedded in your website. You can add a link to your application or paste a line of JavaScript code and start generating leads and collecting client data on auto-pilot, 24/7.
How long are your contracts?
There are NO long term contracts or commitments. You can use Mystro month to month and cancel at any time you'd like!
Can I integrate my favourite CRM and Marketing software into Mystro?
Yes! You can integrate other platforms with Mystro via API and Webhooks, or you can connect Mystro to Zapier and integrate it with over 1000 platforms.
Is Mystro a CRM?
While Mystro does have a lot of CRM functionality, like automated client notifications, email and SMS reminders, tagging systems, notes, and detailed logs, we are not claiming to be a full-featured CRM system.
Can I white-label Mystro?
Yes! You can upload your company logo and change colours for both desktop and mobile client portal, customise Email and SMS templates and send communications from your email address and mobile number. There is an option to run the client app on your domain. Please send us an email for more information.
If I cancel my Mystro account, will I lose my data?
As with most SaaS platforms, when you cancel your account, your data will become inaccessible, but don't worry; we will happily email you complete data backup on request!

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