TaskSuite 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

TaskSuite

5.0

(3)

Pricing

Pricing available upon request

About TaskSuite

TaskSuite is an advanced technology solution designed to simplify complex loan management processes for professionals in the lending industry. The user-friendly platform is accessible to users with varying degrees of technical expertise, from small business owners to financial institutions.

TaskSuite's comprehensive suite of tools, including loan origination, servicing, and management, is designed to enhance efficiency and streamline operations. With the platform, users can automate repetitive tasks, reduce errors, and save time to focus on customers and their needs.

TaskSuite offers customizable solutions to meet specific operational requirements, prioritizes the protection of user and customer data with state-of-the-art security features, and provides exceptional support with comprehensive assistance options – all to empower users with the knowledge and tools necessary for success in the ever-evolving lending landscape.

TaskSuite's commitment extends beyond software to creating opportunities for growth, improving customer satisfaction, and driving businesses forward. Discover how TaskSuite can transform operations and help achieve business objectives with confidence and ease.

TaskSuite Screenshots

TaskSuite Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

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TaskSuite Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of TaskSuite
ACH Payment Processing
Activity Dashboard
Activity Tracking
Alerts/Notifications
Amortization Schedule
API
Approval Process Control
Audit Trail
Automated Decisioning/Underwriting
Automatic Funds Distribution
Borrower Management
Business Loans
Campaign Management
Cash Flow Management
Client Management
Client Portal
Communication Management
Compliance Management
Configurable Workflow
Construction Loans
Contact Management
Credit Check
Credit Reporting
CRM
Customer Database
Customer Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Digital Signature
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Payments
Electronic Signature
Email Marketing
Email Templates
Financial Analysis
Financial Management
For Commercial Business
Forecasting
Interaction Tracking
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Lead Scoring
Loan Management
Loan Origination
Loan Portfolio Management
Loan Processing
Marketing Automation
Multi-Channel Communication
Multi-Company
Multi-Currency
Online Applications
Payment Collection
Payment Reminders
PCI Compliance
Pipeline Management
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Risk Assessment
Role-Based Permissions
Rules-Based Workflow
Sales Reports
Scheduling
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Scheduling
Template Management
Third-Party Integrations
Transaction History

TaskSuite Integrations

Equifax

Twilio

Xodo

Plaid

Prove ID

Xodo Sign

TaskSuite User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.3

Value for money

4.7

Customer support

4.0

Functionality

5.0

Have you used TaskSuite and would like to share your experience with others?

Jim S.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Reviewed April 2025

Highly Recommend TaskSuite

The team at TaskSuite has been accommodating to work with. As a startup, our journey has taken some unexpected twists and turns. TaskSuite's dev team and account management team have worked with us as needed along the way.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

TaskSuite's all in one functionality from UI>LOS>LMS all together in one turn key package was the right product fit at the right time for us.

Cons:

Much of my ask has been around my custom UI. The iteration time for changes has not been as fast as I would like at times.

Reasons for choosing TaskSuite

Better all in one out of the box fit for our needs.

Tucker S.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Reviewed March 2024

Fantastic system

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to effectively manage the sales pipeline and forecast expecting units funded. The sales team is able to easily and effectively manage their deal flow.

Cons:

Customer support, the team has fixed this issue now and the customer support is optimized for our needs.

Brandon H.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Reviewed March 2024

Tasksuite: Loan Management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are a number of reason we love working with Tasksuite but the key ones are: - The team is fantastic from top to bottom - The out of the box solution is robust but allows for the customization to make the product match your business - Speed to get the product deployed was very fast

Cons:

Nothing that deserves to be written down. If I did have an issue/problem it was handled quickly and correctly.

Reasons for switching to TaskSuite

Tasksuite provided a better, more secure and advanced product over what we were using.

Showing 1 - 3 of 3 Reviews