TASKLOAN
TaskLoan provides a one-stop-shop for managing your loan book while streamlining the entire loan process from beginning to end.
TaskSuite
In the breakneck pace of today’s society, the world is more automated than ever before. Your customers expect you to keep up with the changing times—is your technology up to par?

The loan application process is notoriously cumbersome, but it doesn’t have to be. TaskSuite’s quick and convenient online loan tools sttreamline the entire loan process from beginning to end.

With a strong understanding and complete control over your loan process, you can focus your efforts where they matter most—delivering the service your customers deserve.
Features and Functions
TaskSuite offers a wide variety of powerful call center features designed to help organize and streamline in and outbound contacts over a variety of channels.
Loan Management
Loan Management
TaskLoan complete loan management system and the most cost-effective loan management platform in the United States.
Custom Application Process
Custom Application Process
A need for custom application development clearly shows that things are moving ahead and in the right direction. Your organization is growing, and you’re too advanced for off-the-shelf solutions.
Online Application
Online Application
Easy to navigate the online application. Analyze bank statements in seconds and provide the details your people need to make critical decisions fast.
Configurable Credit Scoring
Configurable Credit Scoring
Automatic credit score loan option view for credential validation and loan rate on your internal credit models
Credit Bureau Integration
Credit Bureau Integration
We integrate with major credit bureaus like Equifax and Compuscan, a division of Equifax.
ACH Collection
ACH Collection
Take auto-drafts from customer and vendor checking accounts
Complete CRM
Complete CRM
Provide a single holistic approach to credit risk management for the whole life cycle of a customer managing the relationship from application to pay-off.
Online Broker Platform
Online Broker Platform
It empowers institutional investment firms and alternative asset managers to become more productive through automation by submitting applications and monitoring the whole process online.
Built Document Repository
Built Document Repository
Design, manage and store all your documents for repeated use.
Custom Dashboards
Custom Dashboards
Once you’ve implemented your custom application, you need to be able to visualize the data in a way that is beneficial to the organization and quickly clarify what the standards and percentages are in a visual form.
Custom Loan Products
Custom Loan Products
Create, manage, and update loan products as unique as your customers easily. Contact Center Solution
Automated Financial Analysis
Automated Financial Analysis
Financial Analysis refers to an assessment of the viability, stability and profitability of a business, sub-business or project and is typically performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports.
Automation Model
TaskLoan has a built-in automation model that provides seamless integration to internal technology stacks and performs routine daily full backups of every database with enhanced security.
Apply Online
TaskLoan’s intuitive design enhances the customer experience by guiding them through the process, ensuring they provide all the information needed to evaluate the application.
Back End Analytics
Using customizable variables, applcations are automatically analyzed by the back-end analytics plaform in order to accurately rate the applicant and come to a decision.
Custom Credit Model
TaskLoan analyses a broad array of factors, including historical loan data for existing clients, With credit bureau integrations, bank statement scraping, and Plaid integration
Auto Escalation
TaskLoan will automatically escalate applications that require additional information to assess. Otherwise, TaskLoan will generate a decision within minutes.
Client Portal
Customers expect some level of self-service⁠—with TaskLoan, they can conveniently manage their loans via the online platform, without the need to call for simple administrative actions.
Start now with TaskSuite.
If you’re looking to save money and grow your business by streamlining and simplifying processes with TaskSuite—give us a call. We’re happy to answer any questions you may have about getting started with our platform.