Different products, one rep experience
Reps switch products without switching apps; the journey adapts to the product they select.
- Dynamic forms per product
- Product-wise eligibility rules
- Shared customer record
Home loans, LAP, personal, business, gold and vehicle finance - each with its own journey, rules and documents, on a single mobile app.
Configure journeys per product without a new deployment each time.
Talk to usReps switch products without switching apps; the journey adapts to the product they select.
Validation and verification happen at capture, so credit teams receive complete files and decide sooner.
Repayment behaviour and profile data trigger cross-sell prompts for the next eligible product.
Forms, rules and documents defined by business teams.
Integrates with LOS, LMS, bureau and core banking systems.
Every decision, document and approval traceable end to end.
Yes. Each loan product gets its own eligibility rules, document checklist and approval flow, while the customer profile stays shared - so reps sell every product from one app and cross-sell is automatic.
Sales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.