# TaskSuite Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about TaskSuite Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10018704/TaskSuite/reviews --- # TaskSuite Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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? [Loan Servicing](https://www.capterra.com/loan-servicing-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Overall rating Based on 5 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... ## TaskSuite alternatives Highest Rated [5.0 (6)](https://www.capterra.com/p/201030/Timvero-Core/#reviews) Starting price $3900.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.9 (24)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10018704/TaskSuite/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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. 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 Customer Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store and organize information about customers and previous interactions TaskSuite 90 features Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Automatically transfers funds to/from borrower accounts on a regular or periodic basis Searchable database of information about loan borrowers Type of loan used to finance business expenses Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Type of loan used to finance construction projects Manage, organize, and store contact information Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments Report customer payment history and outstanding debts to credit bureaus Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Store and organize information about customers and previous interactions Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Protect sensitive data for digital privacy Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Electronically collect payments for goods or services Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Provides commercial businesses with funds to finance various needs Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Assess and control risks associated with the credit process of each loan portfolio/account Collect, organize, and prepare loan information to send to the lender for approval Automate workflows and trigger campaigns based on customer actions Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Ability to fill out and submit application forms on the web Tracking, managing, and initiating the transfer of funds for overdue customer payments Reminders sent for balance/payment due Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Generate quotes or estimates for customers Active reporting of data and metrics Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Initiate collection and analysis of known risks Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Plan availability and assign specific time slots for tasks and resources Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Track the status over time for a request, process, asset, or transaction Type of loan designed to help students pay for post-secondary education and associated fees Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 5.0 (5) 5.0 Based on 5 reviews ## Pricing Value for money 4.6 (5) ### Starting price Free trial not available Value for money 4.6 (5) 4.6 Based on 5 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 4.4 (5) 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 4.4 (5) 4.4 Based on 5 reviews ## User reviews Overall rating 5.0 Based on 5 reviews Filter by rating 5(5) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. 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