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

Markets

Australia, Canada, Ireland, New Zealand, South Africa and 2 others

Supported Languages

English

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

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Features

Total features of TaskSuite: 86

  • ACH Payment Processing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Audit Trail
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • CRM
  • Calendar Management
  • Campaign Management
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Management
  • Credit Check
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Financial Analysis
  • Financial Management
  • For Commercial Business
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Marketing Automation
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Online Applications
  • PCI Compliance
  • Payment Collection
  • Payment Reminders
  • Pipeline Management
  • Quotes/Estimates
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Secure Data Storage
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Transaction History
  • Workflow Management

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Reviews

Overall rating

5 /5
(2)
Value for Money
4.5/5
Features
5/5
Ease of Use
4.5/5
Customer Support
4/5

Already have TaskSuite?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 2 reviews of 2
Brandon
Overall rating
  • 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.

Tucker
Overall rating
  • 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.

TaskSuite has the following typical customers:

2–10, 11–50, 51–200

TaskSuite supports the following languages:

English

TaskSuite supports the following devices:

TaskSuite integrates with the following applications:

Equifax, Prove, Twilio

TaskSuite offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base

Related categories

See all software categories found for TaskSuite.