Easily 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 — enabling you to easily manage and track loans from beginning to end.
One unified system for the whole loan book
Holistic Loan Book Management
The ultimate solution for lenders, brokers, and marketplaces looking to manage the entire loan process from a single unified system.
Actionable Analytics & Insights
Powerful reporting and analytics tools help you make data-driven decisions that drive growth.
Customized & Flexible Features
Powerful API integrations and fully customizable features fit the specific needs of your business.
What's included
Online Borrower Portal
Secure, white-labeled portal for borrowers to access loan information.
Intelligent Reporting
Real-time loan tracking and reporting that surfaces the data you need.
Data Security
Advanced security features to ensure complete data protection, always.
Robust Integrations
Integration with credit reporting, document scanning, and other tools.
Numerous Loan Type Support
Handle multiple loan types within a single, unified platform.
Customizable Workflows
Streamline operations with processes tailored to your unique requirements.
Buy-Now Pay-Later
Expand your offerings with flexible payment choices to drive growth.
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