TaskSuite Overview

TaskSuite is a comprehensive loan origination software solution that simplifies and streamlines the loan application and approval process for financial institutions, mortgage lenders, and loan servicers. The platform automates various stages of the loan lifecycle, from initial application to underwriting, approval, and disbursement. TaskSuite offers an intuitive interface for loan officers and borrowers, making it easy to submit and review loan applications, verify customer information, and track the progress of each loan. The software integrates with external data sources to automate credit checks, identity verification, and asset validation, reducing the time and effort required for manual data entry. TaskSuite’s built-in compliance tools ensure that all loans meet regulatory requirements, reducing the risk of errors and regulatory penalties. It also features reporting and analytics tools that provide valuable insights into loan performance, application trends, and customer demographics. TaskSuite helps lenders improve efficiency, reduce processing times, and offer a seamless experience to borrowers, making it an essential tool for any financial institution involved in loan origination.

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Contact Details

  • Vendor Name TaskSuite
  • Founded
  • Location United States

Support

  • Email Email
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services

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TaskSuite Features

  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Automated Decisioning/Underwriting
  • Arrow Icon Electronic Signature
  • Arrow Icon Customer Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Audit Trail
  • Arrow Icon Activity Dashboard
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Online Applications
  • Arrow Icon Payment Collection
  • Arrow Icon Loan Management
  • Arrow Icon Workflow Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

TaskSuite Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

TaskSuite FAQs

TaskSuite is a comprehensive loan origination software solution that simplifies and streamlines the loan application and approval process for financial institutions, mortgage lenders, and loan servicers. The platform automates various stages of the loan lifecycle, from initial application to underwriting, approval, and disbursement. TaskSuite offers an intuitive interface for loan officers and borrowers, making it easy to submit and review loan applications, verify customer information, and track the progress of each loan. The software integrates with external data sources to automate credit checks, identity verification, and asset validation, reducing the time and effort required for manual data entry. TaskSuite’s built-in compliance tools ensure that all loans meet regulatory requirements, reducing the risk of errors and regulatory penalties. It also features reporting and analytics tools that provide valuable insights into loan performance, application trends, and customer demographics. TaskSuite helps lenders improve efficiency, reduce processing times, and offer a seamless experience to borrowers, making it an essential tool for any financial institution involved in loan origination.

  • No, TaskSuite does not offer a free version.

  • Yes, TaskSuite offers a free trial.

  • No, Credit Card details are not required for the TaskSuite trial.

  • No, TaskSuite does not offer an API.

  • TaskSuite offers support with the following options:
    • Email , Knowledge Base , FAQs/Forum

  • TaskSuite offers training with the following options:
    • Live Online , Documentation

  • TaskSuite supports the following languages:
    • English

  • Following are the typical users of the TaskSuite:
    • Self-Employed , Small-Business , Midsize-Business

  • TaskSuite supports the following deployment:
    • Cloud Hosted

  • TaskSuite supports the following devices and operating systems:
    • Web-Based