One guided journey, no rework
The app validates every field and document as it is captured, so files do not bounce back from operations.
- Inline validation
- OCR-assisted data entry
- Mandatory document checklists
Digital customer onboarding, completed in a single visit
Run KYC, document collection, verification and approvals on one mobile journey - so a customer is onboarded before the rep leaves the room.
- -58%
- onboarding turnaround
- 1 visit
- typical completion
- 95%+
- first-time-right files
- 0
- paper handoffs
Onboarding that finishes in the first visit.
Digital KYC, document capture and verification on the rep's phone.
Talk to us- Digital KYC
- India Stack, OCR and document verification built into the journey.
- Guided journeys
- Product-specific steps with validation at each stage.
- Straight-through approvals
- Rule-based checks route only exceptions to a human.
Verification without the wait
Identity, address and income checks run in the background while the rep completes the rest of the form.
- Automated identity checks
- Third-party verification APIs
- Exception-only manual review
Complete visibility for operations
Ops teams see every file, its stage, its ageing and its blocker on one dashboard.
- Stage-wise file tracker
- TAT and ageing alerts
- Audit-ready trail
From application to activation, without paper. A single mobile journey replaces the forms, scans, couriers and follow-ups that slow onboarding down.
Regulator-ready onboarding
Regulator-aligned KYC with a full, immutable audit trail.
Journey per product
Different journeys per product, region or customer segment.
Straight-through approvals
Straight-through processing for clean files; humans handle only exceptions.
How long does digital onboarding take with Toolyt?
Most customers complete onboarding in a single field visit. Toolyt captures KYC and documents with inline validation, runs verification checks in parallel and routes only exception cases for manual review, cutting typical turnaround by more than half.
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- What is Toolyt Mobile Customer Onboarding Software?
- Features covering everything from, pre-screening, credit-scoring, approval process, documentation, acceptance to account creation, insurance policy creation, conventional loan etc.
- How does Toolyt support qualification / Underwriting?
- Automate & streamline the underwriting process for quick TAT & loan approvals
- How does Toolyt support document Collection?
- Real-time digital docs collection to eliminate the time-consuming manual process
- How does Toolyt support forms and Approvals?
- Ensure an efficient and automated approval process by creating custom forms
- Struggling to Optimize Lengthy Processes?
- Toolyt serves as a mobile and web-based customer onboarding software, built on a flexible yet robust approval workflow platform, designed to shorten the time required for any change request.
Start offering your field sales team a better selling experience
Sales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.