The Loan Suite
TaskSuite brings together loan origination and management into a single source of truth, enabling your team to save time and make better loan decisions.
Why one platform
Most lending teams juggle separate tools for intake, credit, servicing and reporting. The Loan Suite puts them on one system, around one record.
Eliminate manual labor and data loss from coordinating information across multiple systems.
Replace excessive email chains with automated status tracking and monitoring.
Stop spending time and resources bending other software to fit how you work.
A complete toolset
Four products covering the entire loan lifecycle — each powerful on its own, and seamless together on one platform.
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.
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.
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.
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.
Shared foundation
Whichever modules you run, they share the same integrations, communications and reporting.
Seamless connectivity and streamlined data exchange for enhanced productivity.
Integrated VOIP, texting, and email for streamlined versatility across every loan.
Unlock valuable insights, make data-driven decisions, and optimize performance.
Works with TaskSuite AI
TaskSuite's AI agents connect to the Loan Suite and work on the same loan records. They also run on other LOS/LMS platforms.
Explore AI agentsBureau data, fraud checks and a drafted credit memo.
Find borrowers, guide applications, close with e-signature.
Payments, escrow, collections and borrower communications.
Integrations
Your LOS/LMS, credit bureaus, payment processors, communication tools and verification providers — connected through our APIs, with no rip-and-replace.
Heron Data
Twilio
Flinks
Experian
Usio
Loan Payment Pro
Ocrolus
Plaid
TransUnion
Equifax
Prove
Need a custom integration? Talk to our team
TaskSuite includes four core modules: Loan Origination (applications, document management, and verification), Loan Credit (credit scoring, fraud detection, and automated underwriting), Loan Servicing (portfolio management, borrower portal, and collections), and Loan Management (end-to-end loan tracking and reporting). Each module is available standalone or as part of the full platform.
TaskSuite supports a wide range of loan types, including small-business loans and merchant cash advances, personal and student loans, auto loans, and buy-now pay-later products. The platform is highly configurable to match your specific lending products and workflows.
TaskSuite integrates with major credit bureaus, OCR document scanning tools, fraud detection providers, and a wide range of financial services APIs. It also offers a robust REST API and webhook support for custom integrations with your existing CRM, ERP, or other business systems.
Yes. TaskSuite's Loan Origination module automates compliance checks and generates the required documentation to keep you compliant. The platform is designed to adapt to changing regulatory requirements, reducing the manual effort your team spends on compliance tasks.
Implementation timelines vary depending on your team size and the complexity of your existing systems. Because the agents deploy alongside the systems you already run, there's no core migration to slow things down. Our onboarding team works closely with you through every step to ensure a smooth transition with minimal disruption to your operations.
Request a demo
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.