A single platform supporting the end-to-end process.

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.

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Qualification / Underwriting

Automate & streamline the underwriting process for quick TAT & loan approvals

Document Collection

Real-time digital docs collection to eliminate the time-consuming manual process

Forms and Approvals

Ensure an efficient and automated approval process by creating custom forms

customer onboarding software document scanning
customer onboarding software document 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.

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  • Automate data entry so reps can focus on deals.
  • Lead score and activity access via mobile
  • Workflows to streamline document management.
  • Automate business approvals and deviations.
  • Automate pre-screening to ensure error-free onboarding
  • Monitor & Improve TAT by analyzing pipelines

Enhance Your Onboarding Efficiency with Toolyt

Our Customer Onboarding Software streamlines your onboarding process. Eliminate mundane tasks, reduce costs, and optimize TAT for a seamless experience.

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Reduced TAT

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Less Operational cost

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Productivity

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