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TaskSuite

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Overview
TaskSuite

TaskSuite 2026: Benefits, Features & Pricing

On this page
  • Overview
  • User Interface
  • Popular Alternatives
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

TaskSuite
TaskSuite
5.0
(5)

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.

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TaskSuite User Interface

0
0

TaskSuite Pricing and Plans

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
Equifax
Twilio
Twilio
Xodo
Xodo
Plaid
Plaid
Prove ID
Prove ID
Xodo Sign
Xodo Sign

TaskSuite User Reviews

Overall Rating

5.0

Ratings Breakdown

5

100%

4

0%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.4

Functionality

5.0

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

JL
Jonathan L.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Reviewed March 2026

TaskSuite review

5

I'm a happy customer and strong advocate for the solution. It genuinely creates a single view of the client and is easily scalable.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The flexibility the system provides. Support from the team is great. The time to implement is also very impressive
Cons:
The configuration is not always that straightforward. I find the built in reporting and filtering options confusing.

Reasons for switching to TaskSuite

Better functionality, better configuration

Read More

JS
Jim S.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Reviewed April 2025

Highly Recommend TaskSuite

5

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

4
Ease of use
5
Value for money
4
Customer support
5
Functionality
icon
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.

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AP
Archana P.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 2 years

Reviewed February 2026

TaskSuite: A Flexible and Responsive Loan Management Partner

5

Overall, our experience with TaskSuite has been very positive. The system is flexible and adaptable to our business needs, allowing us to implement changes and add features as needed. Their support team is responsive and quick to resolve issues, which has helped ensure smooth day-to-day operations.

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
What I like most about TaskSuite is its flexibility. It allows us to easily add new features and make adjustments based on our evolving business needs.
Cons:
There isn’t anything major we dislike; however, as with any system, there are occasional delays when implementing new enhancements.

Read More

BH
Brandon H.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Reviewed March 2024

Tasksuite: Loan Management

5

Ratings Breakdown

5
Ease of use
4
Value for money
4
Customer support
5
Functionality
icon
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.

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TS
Tucker S.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Reviewed March 2024

Fantastic system

5

Ratings Breakdown

4
Ease of use
5
Value for money
4
Customer support
5
Functionality
icon
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.

Read More

Showing 1 - 5 of 5 Reviews

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