DigiFi vs TaskSuite
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Overview
DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.
DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.
TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency,...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$2,995.00/month
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
5/ 5Features
5/ 5Customer Service
5/ 5Value for Money
5/ 5Ease of Use
4.5/ 5Features
5/ 5Customer Service
4/ 5Value for Money
4.5/ 5Features
Total features 114
- ACH Payment Processing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Management
- Audit Trail
- Authentication
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Brokerage Management
- Business Loans
- CRM
- Calendar Management
- Campaign Management
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Core Banking
- Corporate Banking
- Credit Card Management
- Credit Card Processing
- Credit Check
- Credit Reporting
- Credit Union
- Customer Accounts
- Customer Database
- Customer Experience Management
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- For Commercial Business
- For Financial Institutions
- Forecasting
- Fraud Detection
- Government Loans
- Interaction Tracking
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Lending Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-Language
- Online Applications
- Online Banking
- PCI Compliance
- Payment Collection
- Payment Reminders
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Retail Banking
- Risk Analysis
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Self Service Portal
- Single Sign On
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Two-Factor Authentication
- User Management
- Vendor Management
- Workflow Management
Total features 86
- ACH Payment Processing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Management
- Audit Trail
- Authentication
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Brokerage Management
- Business Loans
- CRM
- Calendar Management
- Campaign Management
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Core Banking
- Corporate Banking
- Credit Card Management
- Credit Card Processing
- Credit Check
- Credit Reporting
- Credit Union
- Customer Accounts
- Customer Database
- Customer Experience Management
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- For Commercial Business
- For Financial Institutions
- Forecasting
- Fraud Detection
- Government Loans
- Interaction Tracking
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Lending Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-Language
- Online Applications
- Online Banking
- PCI Compliance
- Payment Collection
- Payment Reminders
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Retail Banking
- Risk Analysis
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Self Service Portal
- Single Sign On
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Two-Factor Authentication
- User Management
- Vendor Management
- Workflow Management
Integrations
- ATTOM Cloud
- Argyle
- CRS
- Clarity
- Core Banking
- Core Banking Solution
- Corelation
- DataRobot
- DataX
- Dealertrack DMS
- Decision Logic
- Docusign
- Equifax
- Experian Address Verification
- FIS Modern Banking Platform
- Fiserv
- Google Analytics 360
- HouseCanary Pro
- LexisNexis Newsdesk
- LexisNexis Public Records
- LoanPro
- Machine Learning on AWS
- Peach Finance
- Plaid
- Prove
- SendGrid
- SentiLink
- Sentry
- Synthetiq
- Twilio
- Twilio User Authentication & Identity
- Validify
- ATTOM Cloud
- Argyle
- CRS
- Clarity
- Core Banking
- Core Banking Solution
- Corelation
- DataRobot
- DataX
- Dealertrack DMS
- Decision Logic
- Docusign
- Equifax
- Experian Address Verification
- FIS Modern Banking Platform
- Fiserv
- Google Analytics 360
- HouseCanary Pro
- LexisNexis Newsdesk
- LexisNexis Public Records
- LoanPro
- Machine Learning on AWS
- Peach Finance
- Plaid
- Prove
- SendGrid
- SentiLink
- Sentry
- Synthetiq
- Twilio
- Twilio User Authentication & Identity
- Validify