Mobile Loan Originating system enabling collaboration within the team, helping Reps to connect efficiently with customers and partners. Drive better decisions by exploring your data and gain detailed-insights from an effective NBFC CRM.
Right lead for right reps via intelligent allocation
Forms & Stages
Customised forms with stage restrictions
A centralised database for customer docs
Rule based auto deviations with SLAs
Get actionable nudges instantly
Implement fully Automated Workflow Flexibility in Regulatory changes with help from experts
Make all your processes, Approvals & Verification in reduced turnaround time.
Generate CIBIL Via mobile to get insights into the lead’s credit history on the move.
Business rule engine to bring a dynamic shift in the way loan approvals happen.
Remove complex dependencies through automated business logic engines.
Get actionable notifications & approvals in real-time during the disbursement process.
Integrated end-to-end with Karza E-Bill to manage all the KYC verification in real-time.
Collections with payment gateway, tracking and LMS integration capabilities.
Faster onboarding of DSAs & visits to minimize potential supply-side risks and delays.
A suite of products to help sales leaders influence sales teams’ performance & motivate sales
Significantly reduce operation costs by adopting digital transformation NBFC CRM.
Faster business decisions with custom MIS reports in real-time to upgrade the experience.
Insights to take a practical data-driven approach for taking any decisions for scalability.
Cost Saving from the Entire Process
Increase in Lead Conversion Rates
Reduction in Process Turn Around Time
Time Saved in Sales Cycle
User Adoption in the Application
Toolyt lending lead management software can help you change how you onboard the customers and do the loan disbursement process with the most integrated and mobile first application.
With the help of Toolyt, all the complexities of sales will turn into rapid growth :
Identification of potential leads with real-time CIBIL report verification/lead scoring.
Implementing stage restriction before moving on to the next stage for complete data-collection.
Eliminated manual entries and ensured record keeping via real-time visibility of MIS reports.
Toolyt integrates with critical internal/external tools to streamline your business, help you create and auto-assign leads and push customer data back to your system based on your business flow.