TaskSuite

TaskSuite

3 Review(s)

Overview

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.

Overall Rating

Based on 3 users reviews

5

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

TaskSuite Specifications

Contact Management

Lead Management

Customer Communication Tracking

Email Integration

View All Specifications

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 offers custom pricing based on the specific needs, size, and scale of your business. Request a personalized TaskSuite pricing quote for your business today!

TaskSuite Integrations

The software supports integration with multiple document scanning and credit reporting tools. Watch the TaskSuite demo to learn more about its integration arrangements.

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 Works

The 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 Works

This 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.

See How It Works

Pros And Cons of TaskSuite

Pros

  • Can be customized to suit businesses with different requirements

  • End-to-end loan lifecycle management

  • Unifies data into a single platform

Cons

  • Reporting setup can be complex

  • Limited to the loan management industry

TaskSuite Reviews

Total 3 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

Stars

0%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

AAN

Anna AJ N.

Mid Market, 51-100 employees

5.0
February 2023

“Wonderful team to collaborate with

Pros

The personalized support is amazing for resolving issues and I really like the ability to customize fields to fit our business workflow perfectly.

Cons

Like with any CRM we do encounter occasional glitches and we are still working on making some features more user friendly. However the support team has been amazing helping us optimize our workflow and get the most out of the system.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

GB

George B.

Mid Market, 51-100 employees

5.0
February 2023

“Excellent software with outstanding support

Pros

TaskSuite software gets your sales, support, marketing and social media teams up and running quickly. It also helps avoid common challenges that often come up. Also their team is very responsive and genuinely listens to your ideas and suggestions. I have never worked with a software company that offers this much customization for your solution.

Cons

Setting up detailed reports initially felt overwhelming without prior experience. However the account managers and engineers are very helpful and willing to assist us throughout the process. And if you are familiar with Gooddata, Treasuredata, Looker or Tableau, you will probably manage building reports on your own without needing much help from the team.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

10

BH

Brandon H.

Small Business, 11-50 employees

5.0
February 2023

“Amazing two years experience with them

Pros

The customization options are what really make this CRM shine for me. Even with the default setup, it works pretty well but where it truly excels is when you tailor it to fit your specific business workflow.

Cons

I feel like the reporting could be better though it is not a major issue.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

View All 3 Reviews

Frequently Asked Questions

TaskSuite offers 24/7 support, available by emailing their dedicated support team.

The vendor hasn’t specified information about the API availability.

No, it doesn't offer a mobile app.

Businesses operating in loan management industry benefit from TaskSuite features.

TaskSuite is primarily available in English.

TaskSuite cost depends on the individual requirements of every business. Get in touch for a customized TaskSuite price estimate.

TaskSuite software supports integration with multiple document scanning and credit reporting tools.