--- title: "TaskSuite Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TaskSuite Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/10018704/TaskSuite/" page_type: "product" language: "en" --- # TaskSuite Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) TaskSuite ## What is TaskSuite? TaskSuite is a cloud-based loan origination and servicing platform for specialty finance lenders and brokers. It supports the full lifecycle: application intake, underwriting workflows, offer/contract generation, e-sign, funding, payment scheduling, servicing, collections, renewals, and payoffs. Configurable stages, rules, and role-based permissions help teams standardize operations across products and branches. Built-in work queues and audit trails improve visibility and accountability. Portfolio dashboards and reporting track pipeline, performance, delinquencies, and collector activity. Integrations support payments and credit data ecosystems, date enrichment, e-sign, and more. Optional white-labeled applicant/borrower portals enable online applications, document upload, signing, and payments. ## What is TaskSuite used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TaskSuite?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.tasksuite.com/&name=TaskSuite) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### TaskSuite 4.8 (6) VS. [4.3 (6,994)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price Contact vendor Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (6) Ease Of Use 4.2 (4,383) Value For Money 4.5 (6) Value For Money 4.3 (3,512) Customer Service 4.3 (6) Customer Service 4.1 (3,522) ## TaskSuite alternatives [4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,482)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,806)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/61368/Salesforce/) Highest Rated [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (622)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) [View all alternatives](https://www.capterra.com/p/10018704/TaskSuite/alternatives/) ## FAQs about TaskSuite Overview ### What company size and specific industries is TaskSuite built for? TaskSuite is designed for specialty finance and direct lending companies, including consumer installment lenders, cash advance providers, litigation funders, and merchant cash advance firms, as well as brokers and ISOs. It fits organizations that need configurable tools for origination, servicing, payments, and collections. Features and Usability ### What are the key features of TaskSuite? TaskSuite offers loan management and loan origination tools, including automated decisioning/underwriting, credit check, credit reporting, and risk assessment. It also includes workflow management, approval process control, role-based permissions, document management, digital signature, payment processing, reporting, and client portal features for borrower and customer handling. Integrations ### Which third-party tools and platforms does TaskSuite integrate with? TaskSuite integrates with 8 third-party tools, including identity, finance, messaging, and document services such as Equifax, Flinks Connectivity, Plaid, Prove, Prove ID, Twilio, Xodo, and Xodo Sign. Getting Started and Support ### What training and onboarding options does TaskSuite offer? TaskSuite provides live online sessions and documentation to help teams get started. Live online sessions support guided setup with an instructor, while documentation offers written reference material for self-paced review of features, steps, and common tasks. Getting Started and Support ### What customer support options does TaskSuite offer? TaskSuite provides email/help desk, FAQ/forum, and a knowledge base for customer support. With no reviewer feedback on support topics available, user experience with these channels cannot be assessed here. These options are listed as the product’s support resources for getting help and finding answers. ## Features AI summary Based on 458 Loan Origination reviews Capterra data shows that buyers of loan origination software rank the following features as their top priorities: - **Workflow Management** (**55%** of reviewers rated this feature as critical) - **Loan Processing** (**61%**) - **Loan Management** (**64%**) TaskSuite supports all three of the features reviewers consider most important: **Workflow Management**, **Loan Processing**, and **Loan Management**. Together, these capabilities help businesses coordinate lending steps, move applications through processing more efficiently, and manage loans from origination onward, allowing teams to maintain consistency, improve turnaround times, and keep borrower information organized. Sales Pipeline Management 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Audit Trail 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Data Import/Export 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Loan Portfolio Management 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Assess and control risks associated with the credit process of each loan portfolio/account Amortization Schedule 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information TaskSuite 90 features ### All Features - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Decisioning/Underwriting: Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower - Automatic Funds Distribution: Automatically transfers funds to/from borrower accounts on a regular or periodic basis - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Construction Loans: Type of loan used to finance construction projects - Contact Management: Manage, organize, and store contact information - Credit Check: Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Commercial Business: Provides commercial businesses with funds to finance various needs - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Online Applications: Ability to fill out and submit application forms on the web - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Reminders: Reminders sent for balance/payment due - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Student Loans: Type of loan designed to help students pay for post-secondary education and associated fees - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (6) 4.8 Based on 6 reviews ## Pricing Value for money 4.5 (6) ### Starting price Free trial not available Value for money 4.5 (6) 4.5 Based on 6 reviews ## Integrations [ Xodo Sign](https://www.capterra.com/p/160894/eversign/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Plaid](https://www.capterra.com/p/174384/Plaid/)[ Xodo](https://www.capterra.com/p/210439/Xodo/)[ Equifax](https://www.capterra.com/p/176344/Compliance-Solutions/)[ Flinks Connectivity](https://www.capterra.com/p/265683/Flinks-Connectivity/)[ Prove ID](https://www.capterra.com/p/235158/Prove-ID/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (6) 4.3 Based on 6 reviews ## User reviews Overall rating 4.8 Based on 6 reviews Filter by rating 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KG Keshan G. Ops Manager Insurance ### "TaskSuite review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 17, 2026 Overall, we are happy with the after-service service we are receiving and the application itself definitely meets our needs. Pros Simplicity of the system and design of the application definitely meets our needs as a business and the after service is on point. Cons Responses to tickets and the catchall system. When you guys reply via your ticketing system it doesnt not show who you'll have replied to if there were multiple parties in the mail. You also cant reply back on the same email because catchall does not allow our responses so you have to find the initial mail or manually input the support email address again. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JL Jonathan L. Head of Customer Service Financial Services ### "TaskSuite review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2026 I'm a happy customer and strong advocate for the solution. It genuinely creates a single view of the client and is easily scalable. Pros The flexibility the system provides. Support from the team is great. The time to implement is also very impressive Cons The configuration is not always that straightforward. I find the built in reporting and filtering options confusing. Switched from [Easy LMS](https://www.capterra.com/p/145800/Easy-LMS/) Better functionality, better configuration Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AP Archana P. Director Of Operations Financial Services ### "TaskSuite: A Flexible and Responsive Loan Management Partner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 26, 2026 Overall, our experience with TaskSuite has been very positive. The system is flexible and adaptable to our business needs, allowing us to implement changes and add features as needed. Their support team is responsive and quick to resolve issues, which has helped ensure smooth day-to-day operations. Pros What I like most about TaskSuite is its flexibility. It allows us to easily add new features and make adjustments based on our evolving business needs. Cons There isn’t anything major we dislike; however, as with any system, there are occasional delays when implementing new enhancements. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JS Jim S. CTO Head of Product Financial Services ### "Highly Recommend TaskSuite" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 24, 2025 The team at TaskSuite has been accommodating to work with. As a startup, our journey has taken some unexpected twists and turns. TaskSuite's dev team and account management team have worked with us as needed along the way. Pros TaskSuite's all in one functionality from UI>LOS>LMS all together in one turn key package was the right product fit at the right time for us. Cons Much of my ask has been around my custom UI. The iteration time for changes has not been as fast as I would like at times. Alternatives considered [LoanPro](https://www.capterra.com/p/158549/LoanPro-Software/) Reasons for choosing TaskSuite Better all in one out of the box fit for our needs. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TS Tucker S. COO Financial Services ### "Fantastic system" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 14, 2024 Pros The ability to effectively manage the sales pipeline and forecast expecting units funded. The sales team is able to easily and effectively manage their deal flow. Cons Customer support, the team has fixed this issue now and the customer support is optimized for our needs. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BH Brandon H. Chief of Operations and Innovation Financial Services ### "Tasksuite: Loan Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 13, 2024 Pros There are a number of reason we love working with Tasksuite but the key ones are: - The team is fantastic from top to bottom - The out of the box solution is robust but allows for the customization to make the product match your business - Speed to get the product deployed was very fast Cons Nothing that deserves to be written down. If I did have an issue/problem it was handled quickly and correctly. Switched from [Turnkey Lender](https://www.capterra.com/p/135052/Turnkey-Lender/) Tasksuite provided a better, more secure and advanced product over what we were using. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.