Document management system to digitize onboarding process

Managing a volume of documents and processes associated with the full lifecycle of a loan or customer onboarding challenging with people working from the field. Toolyt document management software gives you control & increased efficiency in managing docs properly.

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Document master

A centralised admin to set up doc categories, controls, & stages in the document life cycle


Approval - Maker and Checker

Notify in real-time to approve, reject & check vital documents to improve TAT


Lifecycle management

From creation to archived, manage document lifecycle for a seamless sales process

Adopt document management software, eliminate paper and streamline process

Whether driving delivery of a critical consumer banking product or managing a back-office function, Toolyt plays a central role in eliminating paper, improving operations across departments and tying important data together from disparate departments.

Manage docs via

Web & Mobile

Enhance user experience with quick access to all the vital docs via web or mobile app

Workflows

Approval process

Pre-defined automated workflows to notify users for instant approvals for docs

Review

Approval stages

Streamline & track document stages from the masters such as 'Pending & Received' etc

Security

Access control

Set designation-based permissions and ensure accountability & zero leakage

Logs and reports

Audit readiness

Access centralised doc repository & ensure real-time view of activity logs & reports

Visibility

Customer 360°

Access centralised repository of all customer documents and their history 

Track

Document checklist

Ensure & verify all the required docs are collected for a seamless approval process

Updates

Notification & triggers

Real-time nudges when the user adds, edits, uploads or make changes in doc master

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.

More Resources

White papers, case studies, webinars and other resources to learn more about sales productivity.