Nothing is missing at submission
The app blocks submission until the checklist is complete and every image passes quality checks.
- Dynamic checklists
- Image quality validation
- Expiry and version checks
Collect, verify and store every document in one place
Checklists per product, OCR-assisted capture and instant validation - so files are complete and audit-ready the first time.
- 95%+
- first-time-right submissions
- -60%
- document chase-ups
- Instant
- OCR data extraction
- ISO 27001
- certified storage controls
Every document collected, validated and traceable.
Capture on the spot, auto-check quality and keep an audit trail per file.
Talk to us- Smart checklists
- Required documents change automatically with product, stage and customer type.
- Capture and OCR
- Photograph a document and let OCR fill the form fields.
- Secure storage
- Encrypted, access-controlled and fully searchable by case.
Data entry that does itself
OCR reads IDs, statements and forms, pre-filling the application and cutting keystrokes and typos.
- ID and statement OCR
- Auto field mapping
- Confidence flags for review
Audit-ready by default
Every upload, view and approval is logged with user, time and location for compliance review.
- Immutable audit log
- Role-based access
- Retention policies
Documents stop being the bottleneck. Collection, verification and storage handled in the same flow the rep is already using.
Mobile capture
Camera-first capture with offline queueing in low-network areas.
Verified
Automated checks flag mismatches before a file reaches operations.
Document-grade security
Encryption at rest and in transit with granular access control.
Does Toolyt support OCR document capture?
Yes. Reps photograph identity, income and address documents in the app; OCR extracts the data, pre-fills the application form and flags low-confidence fields for review before submission.
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- What is Simplify Loan & Onboarding with Document Management Software?
- Managing documents for onboarding is challenging with a mobile workforce. Toolyt enhances control, data security and efficiency.
- How does Toolyt support document master?
- A centralised admin to set up doc categories, controls, & stages in the document life cycle
- How does Toolyt support approval - Maker and Checker?
- Notify in real-time to approve, reject & check vital documents to improve TAT
- How does Toolyt support eliminate Paper and Streamline Operations?
- Toolyt eliminates paper and enhances operational efficiency across departments. Centralize important data and improve processes with Toolyt.
- How does Toolyt support boost Efficiency with OCR & PDF Builder?
- Automatically validate and streamline document creation, saving time and boosting productivity
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.