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TaskSuite Logo

TaskSuite

Lending Simplified, Success Amplified.

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TaskSuite - 2024 Pricing, Features, Reviews, & Alternatives

Table of Contents

What is 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.

Benefits of using 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.

Starting from

ic-pricetag

No pricing info

TaskSuite's key features

Most critical features, based on insights from TaskSuite users:

Sales Pipeline Management
5.0
(1)
Loan Portfolio Management
0.0
(0)
Contact Management
0.0
(0)
Lead Management
0.0
(0)
Payment Collection
0.0
(0)
Lead Generation
0.0
(0)

Features

5.0

/5

2

Ease of use

4.5

/5

2

All TaskSuite features

ACH Payment Processing
(0)
Activity Dashboard
(0)
Activity Tracking
(0)
Alerts/Notifications
(0)
Amortization Schedule
(0)
API
(0)
Approval Process Control
(0)
Audit Trail
(0)
Automated Decisioning/Underwriting
(0)
Automatic Funds Distribution
(0)
Borrower Management
(0)
Business Loans
(0)
Calendar Management
(0)
Campaign Management
(0)
Cash Flow Management
(0)
Client Management
(0)
Client Portal
(0)
Communication Management
(0)
Compliance Management
(0)
Configurable Workflow
(0)
Construction Loans
(0)
Credit Check
(0)
Credit Reporting
(0)
CRM
(0)
Customer Database
(0)
Customer Management
(0)
Customizable Branding
(0)
Customizable Fields
(0)
Customizable Reports
(0)
Customizable Templates
(0)
Dashboard
(0)
Data Import/Export
(0)
Data Security
(0)
Digital Signature
(0)
Document Management
(0)
Document Storage
(0)
Document Templates
(0)
Electronic Payments
(0)
Electronic Signature
(0)
Email Management
(0)
Email Marketing
(0)
Email Templates
(0)
Financial Analysis
(0)
Financial Management
(0)
For Commercial Business
(0)
Forecasting
(0)
Interaction Tracking
(0)
Lead Capture
(0)
Lead Qualification
(0)
Loan Management
(0)
Loan Origination
(0)
Loan Processing
(0)
Marketing Automation
(0)
Multi-Channel Communication
(0)
Multi-Company
(0)
Multi-Currency
(0)
Online Applications
(0)
Payment Reminders
(0)
PCI Compliance
(0)
Pipeline Management
(0)
Quotes/Estimates
(0)
Real-Time Reporting
(0)
Referral Tracking
(0)
Reminders
(0)
Reporting & Statistics
(0)
Reporting/Analytics
(0)
Role-Based Permissions
(0)
Rules-Based Workflow
(0)
Sales Reports
(0)
Scheduling
(0)
Secure Data Storage
(0)
Status Tracking
(0)
Student Loans
(0)
Task Management
(0)
Task Scheduling
(0)
Template Management
(0)
Territory Management
(0)
Third-Party Integrations
(0)
Transaction History
(0)
Workflow Management
(0)

TaskSuite alternatives

TaskSuite logo

TaskSuite

5.0
(2)
visit website

Starting from

ic-pricetag

No pricing info

Free trial
Free version
Ease of Use
4.5
Features
5.0
Value for Money
4.5
Customer Support
4.0
SBS Financing Platform logo

SBS Financing Platform

4.5
(2)
visit website

Starting from

ic-pricetag

No pricing info

Free trial
Free version
Ease of Use
3.0
Features
3.5
Value for Money
4.0
Customer Support
3.5
Bryt logo

Bryt

4.8
(19)
visit website

Starting from

59

Per month

Free trial
Free version
Ease of Use
4.6
Features
4.5
Value for Money
4.7
Customer Support
5.0
Financial Services Cloud logo

Financial Services Cloud

4.7
(3)
visit website

Starting from

300

Per month

Free trial
Free version
Ease of Use
4.0
Features
4.0
Value for Money
4.3
Customer Support
4.7

TaskSuite support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base

Training options

Live Online
Documentation

TaskSuite reviews

Overall rating

5.0

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10
Rating distribution

5

4

3

2

1

2

0

0

0

0

TaskSuite FAQs

Q. Who are the typical users of TaskSuite?

TaskSuite has the following typical customers:
Small Business

Q. What languages does TaskSuite support?

TaskSuite supports the following languages:
English

Q. Does TaskSuite offer an API?

No, TaskSuite does not have an API available.

Q. What other apps does TaskSuite integrate with?

TaskSuite integrates with the following applications:
Prove, Equifax, Twilio

Q. What level of support does TaskSuite offer?

TaskSuite offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base

Related categories

CRM
Loan Origination
Loan Servicing
Commercial Loan

Select your country

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

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