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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

  1. Reduce software cost

    Replace a stack of disconnected tools with one platform, and stop paying for overlap.

  2. Increase loan originations

    Source higher-quality deals and move them through approval faster, so more turn into funded loans.

  3. 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.

Broker or marketplace? See how LoanConnect works for you

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.

  1. 1We reply within one business dayA lending specialist confirms a time that suits your team.
  2. 2A 30-minute walkthroughOur prebuilt agents on real loan work — and how we'd build custom ones.
  3. 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

Book your demo

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