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 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
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
Enhance user experience with quick access to all the vital docs via web or mobile app
Workflows
Pre-defined automated workflows to notify users for instant approvals for docs
Review
Streamline & track document stages from the masters such as 'Pending & Received' etc
Security
Set designation-based permissions and ensure accountability & zero leakage
Logs and reports
Visibility
Access centralised repository of all customer documents and their history
Track
Ensure & verify all the required docs are collected for a seamless approval process
Updates
Real-time nuggets when the user adds, edits, uploads or make changes in doc master
Before getting started with optimizing sales efficiency, try 1-1 pilot testing for faster & better implementation for your field agents & internal teams alike.