Document management 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 gives you control & increased efficiency in managing docs properly.
TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST
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
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
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 nuggets 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.
Integrations that Automates your Business Process
