TaskSuite - 2026 Pricing, Features, Reviews & Alternatives

TaskSuite is the AI operating system for lending: an agentic platform that combines specialized AI agents with a complete loan origination and management system to automate the full loan lifecycle, from borrower acquisition and application processing through credit, underwriting, servicing, payments, collections, and portfolio management.

Architecture

TaskSuite is delivered as two platforms that work together or independently.

TaskSuite Agents is the automation layer. Agents are purpose-built for specific lending functions (document intake, data enrichment, underwriting, borrower communication, servicing, collections) and operate inside configurable workflows. They can be deployed on top of an existing LOS or LMS, so lenders keep their current system of record and add automation without a migration.

TaskSuite Loan Suite is the system of record. It is a complete, cloud-hosted loan origination and management platform covering application intake, decisioning, documentation, funding, servicing, payments, collections, and reporting. Lenders who want a single platform run the Loan Suite with Agents built in.

Core functions

Origination: configurable online applications, document collection, applicant and business verification, and pipeline management across multiple products and channels.

Underwriting: rules-based and agent-assisted decisioning with configurable scorecards, stipulations, exception handling, and manual review queues.

Servicing: loan boarding, payment schedules, modifications, fee management, and borrower account management across installment, revenue-based, and merchant cash advance structures.

Payments and collections: ACH and card processing, automated payment retries, delinquency workflows, and collections task management.

Portfolio management: real-time dashboards, configurable reporting, investor and partner reporting, and data export.

AI agent capabilities

Agents collect and analyze borrower documents, extract and validate data, pull information from third-party data providers, automate underwriting steps, communicate with borrowers over email and SMS, manage servicing activities, and execute operational processes around the clock. Each agent runs within workflows and guardrails that the lender configures, and every action is logged.

Integrations

TaskSuite connects to the data and service providers lenders already rely on, including credit bureaus, bank data and cash flow providers, identity and fraud verification services, e-signature, payment processors, and accounting systems. For lenders running Agents on their own LOS/LMS, TaskSuite integrates with the existing system via API and SFTP-based data exchange. A documented REST API supports custom integrations and data warehouse connections.

Security and compliance

TaskSuite is built for the regulated nature of lending. Agent decisions are explainable, with the inputs and logic behind each outcome available for review. Guardrails define what agents can act on autonomously and what requires human sign-off, and human-in-the-loop controls can be applied at any stage. Every agent and user action is captured in a complete audit trail. The platform is cloud-hosted with role-based access control, data encryption in transit and at rest, and configurable retention policies.

Who it serves

Banks, credit unions, fintechs, and alternative lenders, including consumer installment, cash advance, litigation funding, and merchant cash advance lenders, as well as brokers and ISOs. TaskSuite supports multi-product, multi-entity, and multi-channel lending operations from a single platform.