A single customer onboarding software 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
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. Additionally digitalizing the entire onboarding process and automating all the irksome tasks by optimizing the customer onboarding software to shorten the TAT.
Simplified
Let reps focus solely on deals by automating & capturing all manual entry tasks
Qualify
Get an instant real-time view of the lead's credit history & qualify via a mobile app
Manage
Create pre-defined document workflow rules to enable the user to move to the next stage
Automate
Automated deviations for the most complex business dependencies
Error free
Automate all the pre-screening verification to sort genuine applications only
Rules with
Enforce accountability & timeliness via pre-defined rule engine for approvals
TAT monitoring with
Analyse multiple product pipelines with customized stages to get stage & team-wise TAT
Improve
Eliminate mundane tasks, reduce operational costs & optimise TAT for onboarding
Application Processing
Loan Approvals
Time to Market
Reports & Monitoring
Before getting started with optimizing sales efficiency, try 1-1 pilot testing for faster & better implementation for employees & customers alike.