Solutions
CUSTOMER ENGAGEMENT

INTERNAL COLLABORATION

SALES ENABLEMENT

CUSTOMER ENGAGEMENT

Lead Management

Mobile solution to qualify leads, manage lead type and stages

Lead Distribution

Allocate leads automatically based on the business logic and save time.

Lead Scoring

Score leads at every stage based on customer data for better decisioning

Customer Visits

Manage customer activities such as visits, calls, followup etc.

Customer Onboarding

Collect data at every stage with custom forms and workflows.

Document Management

Collect documents from mobile with the help of OCR and approvals.

Partner Management

Onboard partners and manage lead and onboarding together

Payment Collection

Allocate payment collection schedule and keep track with mobile app

Underwriting

Automatic underwriting with 3rd party integrations and automations.

INTERNAL COLLABORATION

Collaboration

Improve turn around time with internal team collaboration.

Connect

Two way one on one and group conversation and data sharing

Broadcast

Educate field team with the instant one way trackable content

Approvals

Create automated or manual approvals and track time taken.

Jobs

Collect and monitor customer complaints or concerns

Tasks

Assign and allocate tasks to field sales team, and monitor realtime.

SALES ENABLEMENT

Sales Productivity

Increase team's productivity and encourage to sell more.

Leaderboard & Gamification

Run and internal sales premium league with custom targets.

Campaigns

Run sales campaign with rewards to motivate team.

My Goals

Allow sales team to create their own personal targets and goals.

Key Performance Index (KPI)

Build customer KPIs and allocate scores to compare performance

Insights

Analyse and understand the performance via mobile app.
Industry
Pricing
Security
Insights
Resources

Easy to implement customer onboarding software!

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.

SCHEDULE DEMO

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. Additionally digitalizing the entire onboarding process and automating all the irksome tasks by optimizing the customer onboarding software to shorten the TAT.