The complete loan
TaskSuite brings together loan origination and
The industry's only comprehensive
loan management solution
TaskSuite streamlines and automates the entire loan process, making
it easy to manage and track loans from day zero to close.
Full-Service Suite
Not just a tool, TaskSuite is an end-to-end loan system
Fit for Purpose
Works the way it should because it's designed for the job
Unified Data
Enables better decisions by having one source of truth
Are you happy with your current process?
We know you aren't becasue we've been there too. TaskSuite was built for and by loan management veterans to be the platform that simply didn't exist.
WITH TASKSUITE
Simple
versus today's normal, which relies on numerous people using multiple tools, often leading to complex and fragile workflows.
WITH TASKSUITE
Fast
versus today, which requires corroborating data across multiple systems and reconciling differences.
WITH TASKSUITE
Trackable
versus a current opaque proces with low visibility into statuses and dispersed activities.
WITH TASKSUITE
Efficient
versus an existing laborious loan sourcing, servicing, and management that ultimately costs time and money losses.
WITH TASKSUITE
Customizable
versus today's process of utilizing generic software that is rigid and not designed around the needs of the loan industry.
WITH TASKSUITE
Simple
versus today's normal, which relies on numerous people using multiple tools, often leading to complex and fragile workflows.
WITH TASKSUITE
Fast
versus today, which requires corroborating data across multiple systems and reconciling differences.
WITH TASKSUITE
Trackable
versus a current opaque proces with low visibility into statuses and dispersed activities.
WITH TASKSUITE
Efficient
versus an existing laborious loan sourcing, servicing, and management that ultimately costs time and money losses.
WITH TASKSUITE
Customizable
versus today's process of utilizing generic software that is rigid and not designed around the needs of the loan industry.
Meet TaskSuite
A complete toolset - use one or use them all.
TaskSuite's all-in-one platform puts the control at your fingertips, whether you want
to utilize the entire suite or just one of our award-winning solutions.
Loan
Origination
Online applications,
documents, credit checks,
verification, and more.
Loan
Credit AI
Seamless integration with
credit bureaus for scoring
and fraud protection.
Loan
Servicing
Cloud-based loan support
for reducing risk and
centralinzaing your portfolio.
Loan
Management
Automated loan
application processing,
tracking and reporting.
Over 5,000 users across 25 partners are loving TaskSuite
BACKD
We’ve worked with TaskSuite to develop a customized product that is tailored to our exact business needs. They’ve done this seamlessly
Tucker S.
Created exclusively for the unique needs of the loan industry.
Created by loan veterans, TaskSuite was built from the ground up to deliver a complete solution for the complex needs of brokers and lenders. We understand the complexities and nuances of the loan industry, which is why we've been able to ensure our solution is tailored to meet your needs and use cases.
Connect your tools with TaskSuite
Integrate your favorite tools or use our full solution.
Slack
Creditsafe
Experian
Ocrolus
Plaid
TransUnion
Equifax
Salesforce
Get a TaskSuite demo
No obligation demo
Dedicated support team
