For alternative lenders
Lending software for alternative lenders
Lenders haven't had the tools modern loan management demands. TaskSuite gives small business, MCA and specialty funders one platform to source quality deals, cut origination and servicing cost, and run every loan on one record.
Why TaskSuite
Lenders deserve their own fit-for-purpose platform
Reduce software cost
Replace a stack of disconnected tools with one platform, and stop paying for overlap.
Increase loan originations
Source higher-quality deals and move them through approval faster, so more turn into funded loans.
One unified platform
Origination, credit, servicing and management together, so every loan lives in one source of truth.
Who it's for
Built for every kind of alternative lender
Whatever you fund, and however you fund it, TaskSuite adapts to your products, credit policy and workflows.
Small business & MCA
Term loans, lines of credit, and revenue-based funding. Broker submissions, stips and bank-statement underwriting in one place.
Student lenders
Tuition financing, refinancing, and income-based repayment products.
Personal & specialty
Unsecured personal loans and specialty finance products.
BNPL & point-of-sale
Installment and pay-in-4 products embedded at checkout.
Also on TaskSuite
Auto lenders (direct, indirect and dealer programs) and equipment financing (leases and loans).
LoanConnect
Expand your reach and drive growth
Get access to quality deals from brokers and marketplaces, and convert more of them into funded loans.
Effortless deal sourcing
Connect to brokers and marketplaces and filter incoming deals to match your lending criteria.
Improved efficiency
Automate the manual steps in deal intake and underwriting, so your team spends time on decisions.
Enhanced relationships
Built-in communication keeps brokers, marketplaces and borrowers in the loop on every deal.
Customizable solution
Tailor workflows, rules and the marketplace experience to how your lending business works.
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