TaskSuite
About TaskSuite
TaskSuite is a comprehensive lending solution that aims to transform the industry. Designed to streamline every phase of the loan lifecycle, it caters to brokers and lenders, offering a robust suite of tools promoting efficiency, accuracy, and connectivity.
The platform features automated loan origination, reducing manual tasks and speeding up approval times. It also offers comprehensive loan servicing, allowing seamless management of payments, collections, and communications. With dynamic loan management, detailed analytics and real-time reporting enable better strategic decisions.
TaskSuite provides customizable workflows, ensuring flexibility and scalability to meet operational needs. It seamlessly integrates with credit bureaus for accurate credit reports, supports secure bank account linking, facilitates smooth payment transactions, and offers robust communication tools. Additionally, it partners with advanced document scanning and data extraction services to enhance processing efficiency and accuracy.
TaskSuite is more than just a tool – it's a comprehensive solution committed to elevating lending businesses. Experience the difference in speed, simplicity, and efficiency with TaskSuite.
Pricing starting from:
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Key benefits of TaskSuite
Enhanced Efficiency: Automate routine tasks, freeing up time to focus on growth and customer service.
Improved Decision-Making: Access to real-time data and analytics supports informed decisions and risk assessment.
Increased Customer Satisfaction: Provide a smoother, faster loan experience for your customers, improving satisfaction and loyalty.
Scalable Solution: TaskSuite grows with you, supporting your business at every stage of its development.
Unmatched Security and Compliance: Safeguard your operations with our top-tier security measures and compliance protocols, ensuring your data and customer information are protected against evolving threats. With TaskSuite, peace of mind comes standard, allowing you to focus on your core business with confidence.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Supported Languages
English
Pricing starting from:
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of TaskSuite: 86
Alternatives
Turnkey Lender
awamo 360
Intelligrow
HES LoanBox
Reviews
Already have TaskSuite?
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- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Tasksuite: Loan Management
Reviewed on 2024/03/13
Pros
There are a number of reason we love working with Tasksuite but the key ones are:
- The team is fantastic from top to bottom
- The out of the box solution is robust but allows for the customization to make the product match your business
- Speed to get the product deployed was very fast
Cons
Nothing that deserves to be written down. If I did have an issue/problem it was handled quickly and correctly.
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Fantastic system
Reviewed on 2024/03/14
Pros
The ability to effectively manage the sales pipeline and forecast expecting units funded. The sales team is able to easily and effectively manage their deal flow.
Cons
Customer support, the team has fixed this issue now and the customer support is optimized for our needs.
TaskSuite FAQs
Below are some frequently asked questions for TaskSuite.Q. Who are the typical users of TaskSuite?
TaskSuite has the following typical customers:
2–10, 11–50, 51–200
Q. What languages does TaskSuite support?
TaskSuite supports the following languages:
English
Q. Does TaskSuite support mobile devices?
TaskSuite supports the following devices:
Q. What other apps does TaskSuite integrate with?
TaskSuite integrates with the following applications:
Equifax, Prove, Twilio
Q. What level of support does TaskSuite offer?
TaskSuite offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base
Related categories
See all software categories found for TaskSuite.