Customer Onboarding, via mobile !

A single platform supporting the end-to-end process, with features covering everything from, pre-screening, credit-scoring, approval process, documentation, acceptance to account creation, disbursement for insurance, conventional loan etc.

TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST

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

Frustrated with optimising lengthy process?

Toolyt serves you as a mobile and web-based Loan Origination System (LOS) built on a flexible, yet robust approval workflow platform which is designed to shorten the time required for product deployment.

Simplified

Data entry

Let reps focus solely on deals by automating & capturing all manual entry tasks

Qualify

Multi-tier credit score

Get an instant real-time view of the lead's credit history & qualify via a mobile app

Manage

Document workflow

Create pre-defined document workflow rules to enable the user to move to the next stage

Automate

Approval / Deviation

Automated deviations for the most complex business dependencies

Error free

Pre-screening

Automate all the pre-screening verification to sort genuine applications only

Rules with

Approval workflow

Enforce accountability & timeliness via pre-defined rule engine for approvals

TAT monitoring with

Product Pipelines

Analyse multiple product pipelines with customized stages to get stage & team-wise TAT

Improve

Operation Efficiency

Eliminate mundane tasks, reduce operational costs & optimise TAT for onboarding

8x
FASTER

Application Processing

6x
FASTER

Loan Approvals

5x
FASTER

Time to Market

20X
FASTER

Reports & Monitoring

Interested in running a pilot?

Before getting started with optimizing sales efficiency, try 1-1 pilot testing for faster & better implementation for your field agents & internal teams alike.

A guide to forecasting sales - Handbook for field sales teams

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