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A complete solution to automate and
simplify your loan process

TaskSuite brings together loan origination and management into a single source of
truth, enabling your team to save time and make better loan decisions.

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Simpler & faster
workflows

Ditch the manual labor and
data loss coordinating info
across multiple systems

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More efficient &
trackable teams

Skip the extra emails and
move to automated status
tracking and monitoring

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Customizable &
adaptable solution

Quit spending time and
resources to adapt another
software for your needs

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ORIGINATION

Unify and organize your
loan origination process

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.

TaskSuite Origination Product
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Powerful Integrations

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Credit Check & Verification

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Built-In CRM

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White-Labeled Application & Portal

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CREDIT AI

Enhance your loan
underwriting process

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.

TaskSuite Credit Product
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Credit Scoring Integrations

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Automated Decision Making

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Document Scanning

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Customizable Rules Engine

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SERVICING

Report and support
your loan portfolios

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.

TaskSuite Servicing Product
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Loan Stats

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Customizable Dashboards

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Automated Workflows

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Online Borrower Portal

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MANAGEMENT

Easily manage and track your
loans from beginning to end

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.

TaskSuite Management Product
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Online Borrower Portal

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Intelligent Reporting

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Data Security

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Robust Integrations

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What's included

The best features, available across all our products

Whether you're just using one of our products or the entire suite, get access to the best of both worlds.

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Fully Integrated APIs

Experience seamless connectivity, streamline data exchange, and enhanced productivity.

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Built-in Communications Systems

Harness our integrated communications system, featuring VOIP, texting, and emailing, for streamlined versatility.

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Robust Reporting & Analytics

Unlock valuable insights, data-driven decisions, and optimized performance.

Use Cases

See why over 5,000 users and 25
partners love TaskSuite

For Lenders

man at desk on laptop

Transform your lending operations with our innovative, user-friendly solution.

For Brokers

person typing on laptop

Enhance your brokerage service with our comprehensive, intuitive platform.

Powerful APIs'

Unifying your preferred tools for every solution.

  • Heron Data

    Heron Data

  • Twilio

    Twilio

  • Flinks

    Flinks

  • Experian

    Experian

  • Usio

    Usio

  • Loan Payment Pro

    Loan Payment Pro

  • Ocrolus

    Ocrolus

  • Plaid

    Plaid

  • TransUnion

    TransUnion

  • Equifax

    Equifax

  • Prove

    Prove

Get a TaskSuite demo

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Discover simpler & faster workflows

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Experience revolutionary technology firsthand

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Discover customizable & adaptable solutions

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