Ditch the manual labor and
data loss coordinating info
across multiple systems
Skip the extra emails and
move to automated status
tracking and monitoring
Quit spending time and
resources to adapt another
software for your needs
ORIGINATION
TaskSuite's Loan Origination System provides lending companies and
brokers with a powerfully unified system that delievers a measurable boost
to efficiency, accuracy, and reliability.
Powerful Integrations
Credit Check & Verification
Built-In CRM
White-Labeled Application & Portal
CREDIT AI
TaskSuite's cloud-based Credit AI Platform simplifies and automates loan
applications, offering robust fraud protection and seamless integration
with credit bureaus for credit scoring.
Credit Scoring Integrations
Automated Decision Making
Document Scanning
Customizable Rules Engine
SERVICING
TaskSuite's Loan Servicing Suite is a cloud-based digital platform
designed to improve loan portfolio management. The most
comprehensive solution on the market, the Loan Servicing Suite helps to
reduce risk, provide better tracking, and improve customer service.
Loan Stats
Customizable Dashboards
Automated Workflows
Online Borrower Portal
MANAGEMENT
TaskSuite's LMS streamlines and automates the financial loan process,
from application to approval and repayment, enabling you to easily
manage and track loans from beginning to end.
Online Borrower Portal
Intelligent Reporting
Data Security
Robust Integrations
What's included
Whether you're just using one of our products or the entire suite, get access to the best of both worlds.
Experience seamless connectivity, streamline data exchange, and enhanced productivity.
Harness our integrated communications system, featuring VOIP, texting, and emailing, for streamlined versatility.
Unlock valuable insights, data-driven decisions, and optimized performance.
Use Cases
Transform your lending operations with our innovative, user-friendly solution.
Enhance your brokerage service with our comprehensive, intuitive platform.
Unifying your preferred tools for every solution.
Heron Data
Twilio
Flinks
Experian
Usio
Loan Payment Pro
Ocrolus
Plaid
TransUnion
Equifax
Prove
Discover simpler & faster workflows
Experience revolutionary technology firsthand
Discover customizable & adaptable solutions