Credit Unions & Banks
AI lending agents for credit unions and community banks
Add AI agents to the LOS and core you already run. They read documents, run checks and draft the credit memo; decisions, the audit trail and sign-off stay with your team. Launching a new program? Run it on our Loan Suite.
Works alongside your existing LOS and core · No rip-and-replace
Why institutions choose TaskSuite
New programs shouldn't require a new technology team
Keep the core you run
Agents connect to your existing LOS and core over APIs. No migration, no rip-and-replace, no new system for staff to learn.
Launch programs faster
Stand up a new lending program on proven infrastructure (origination, credit, servicing and AI agents included) instead of a multi-year buildout.
Built for regulated institutions
Explainable decisions, audit trails, policy guardrails and human-in-the-loop controls designed for credit union and bank oversight.
Two ways to start
Start with agents, grow into the platform
- Meet the AI agents
AI agents on the systems you run
Credit and origination agents take on document work, bureau and fraud checks, credit memos and member follow-up, while every decision stays reviewable.
- Explore the Loan Suite
The Loan Suite for new programs
Origination, credit, servicing and management modules give a new program a complete operating system, with one source of truth from day one.
Lending programs
The programs institutions run with us
Examples, not a closed list: configure the program your members and market need.
SBA & small business
Lending programs for members and commercial customers
Auto
Direct and indirect auto lending with volume-ready workflows
Commercial
Business credit and equipment lending
Consumer & personal
Personal loans, unsecured credit and member products
Custom products
Configure the product set your board and market need next
Governance and controls
AI your risk team and examiners can follow
Explainable decisions
Every recommendation shows the policy rules and data behind it, so staff can see why, not just what.
A complete audit trail
Each action is logged with what was done and by whom, so risk, compliance and examiners can follow it.
Your staff sign off
Agents prepare and recommend; your people approve, with the escalations your risk team requires.
Your policy, your guardrails
Credit policy, approval authority and role-based access are configured to how your institution lends.
How we set you up
From program design to first funded loans
Define the program
Map your products, credit policy and operating model with your lending, ops and compliance teams.
Configure TaskSuite
Set up agents (and Loan Suite modules, if you need them) to your products, approvals and reporting.
Go live with AI and your team
Agents handle repetitive work under your guardrails; staff focus on exceptions and relationships.
Scale with confidence
Add products, volume and branches on the same footing, with auditability and control as you grow.
Request a demo
See TaskSuite AI in action
A personalized demo with our lending automation team — what the agents would do in your operation, and how fast you could be live without touching the systems you run today.
- 1We reply within one business dayA lending specialist confirms a time that suits your team.
- 2A 30-minute walkthroughOur prebuilt agents on real loan work — and how we'd build custom ones.
- 3A plan for your portfolioROI for your volume, and how you'd go live on your current LOS/LMS.
- No commitment
- No rip-and-replace
- 30 minutes