TaskSuite simplifies the loan lifecycle by automating origination, underwriting, and servicing in one platform While it may require some initial setup to align with your workflows, it's a smart choice for lenders and brokers ready to scale with better data, speed, and borrower experience.
TaskSuite Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is TaskSuite?
TaskSuite is a specialized, cloud-based software platform designed to automate and streamline the entire loan lifecycle for lenders and brokers. It provides a unified system that enhances efficiency and accuracy, from initial application to final repayment.
By integrating core processes like loan origination and portfolio management, TaskSuite eliminates data silos and manual workflows. This empowers financial institutions to make faster, data-driven decisions, reduce operational costs, and deliver a superior experience for their borrowers.
TaskSuite Pricing
TaskSuite Integrations
Who Is TaskSuite For?
TaskSuite is mainly designed for businesses operating in the loan management industry.
Is TaskSuite Right For You?
TaskSuite is the right choice for lenders and brokers ready to move beyond generic tools and embrace a platform tailored to the lending process. Built specifically for the mortgage and loan industry, the platform streamlines workflows, enhances team collaboration, and helps you close deals faster—with compliance and client experience built in.
Still doubtful if TaskSuite is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
TaskSuite Features
The system organizes the entire front-end of the loan process. It features a white-labeled portal for online applications, automates compliance checks to mitigate risk, and uses optical character recognition (OCR) technology to accurately capture data from submitted documents, accelerating application processing.
See How It WorksThe platform integrates directly with credit bureaus for instant scoring. It utilizes a customizable rules engine for automated decision-making and provides robust fraud protection to secure your operations.
See How It WorksThis suite automates payment processing and late fee calculations, provides borrowers with a self-service online portal, and offers omnichannel communication tools (email, SMS, voice) to improve customer engagement.
See How It Works’LoanSuite’, a core feature of TaskSuite, is designed to simplify the entire loan process from lead to close. It centralizes borrower data, automates task assignments, and provides real-time visibility into loan progress for all stakeholders. With built-in communication tools and customizable workflows, this feature helps teams stay aligned, reduce delays, and deliver a seamless borrower experience.
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