TaskSuite

RATING:

5.0

(2)
Overview

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 su...

TaskSuite Pricing

Free trial: 

Not Available

Free version: 

Not Available

TaskSuite Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4

Value for money

4.5

Functionality

5

Most Helpful Reviews for TaskSuite

2 Reviews

Brandon

Financial Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2024

Tasksuite: Loan Management

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.

Tucker

Financial Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2024

Fantastic system

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.