A complete solution to automate and simplify your loan process
TaskSuite brings together loan origination and management into a single source of truth, enabling your team to save time and make better loan decisions.
Simpler & faster workflows
Eliminate manual labor and data loss from coordinating information across multiple systems.
More efficient & trackable teams
Replace excessive email chains with automated status tracking and monitoring.
Customizable & adaptable solution
Stop spending time and resources bending other software to fit how you work.
Use one product, or use them all
Four products covering the entire loan lifecycle — each powerful on its own, and seamless together on one platform.
Unify and organize your loan origination process
TaskSuite's Loan Origination System provides lending companies, brokers, and marketplaces with a powerfully unified system that delivers a measurable boost to efficiency, accuracy, and reliability.
Explore Loan OriginationEnhance your loan underwriting process
TaskSuite's cloud-based Loan Credit platform simplifies and automates loan applications, offering robust fraud protection and seamless integration with credit bureaus for credit scoring.
Explore Loan CreditReport and support your loan portfolios
TaskSuite's Loan Servicing Suite is a cloud-based digital platform designed to improve loan portfolio management. The most comprehensive solution on the market, it helps reduce risk, provide better tracking, and improve customer service.
Explore Loan ServicingEasily manage and track your loans from beginning to end
TaskSuite's LMS streamlines and automates the financial loan process — from application to approval and repayment — so you can easily manage and track loans from beginning to end.
Explore Loan ManagementPowerful capabilities across every product
Fully Integrated APIs
Seamless connectivity and streamlined data exchange for enhanced productivity.
Built-in Communications
Integrated VOIP, texting, and email for streamlined versatility across every loan.
Robust Reporting & Analytics
Unlock valuable insights, make data-driven decisions, and optimize performance.
Powerful APIs, unifying
your preferred tools
TaskSuite plugs directly into your existing stack — including your current LOS/LMS, credit bureaus, payment processors, communication tools, and verification providers — with no rip-and-replace required.
Heron Data
Twilio
Flinks
Experian
Usio
Loan Payment Pro
Ocrolus
Plaid
TransUnion
Equifax
Prove
See TaskSuite AI In Action
Schedule a personalized demo with our lending automation experts. We'll show you exactly how TaskSuite AI can transform your specific lending operation — and how fast you can be live, without touching the systems you run today.
- Personalized 30-minute product walkthrough
- Live demo of our prebuilt AI agents
- See how we build custom agents for you
- Custom ROI analysis for your portfolio
- No commitment required