Last Updated
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
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
Loan Origination System (LOS)
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.
Credit AI
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.
Loan Servicing Suite
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.
LoanSuite
’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.
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
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
“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
Mid Market, 51-100 employees
“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
Small Business, 11-50 employees
“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
Frequently Asked Questions
What level of support does TaskSuite offer?
TaskSuite offers 24/7 support, available by emailing their dedicated support team.
Does TaskSuite offer an API?
The vendor hasn’t specified information about the API availability.
Does TaskSuite have a mobile app?
No, it doesn't offer a mobile app.
Who are the typical users of TaskSuite?
Businesses operating in loan management industry benefit from TaskSuite features.
What languages does TaskSuite support?
TaskSuite is primarily available in English.
What types of pricing plans does TaskSuite offer?
TaskSuite cost depends on the individual requirements of every business. Get in touch for a customized TaskSuite price estimate.
What other apps does TaskSuite integrate with?
TaskSuite software supports integration with multiple document scanning and credit reporting tools.