---
description: Review of TaskSuite Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: TaskSuite | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Commercial Loan Software](/directory/4758/commercial-loan-software/software) > [TaskSuite](/software/441954/tasksuite)

# TaskSuite

Canonical: https://www.softwareadvice.com.au/software/441954/tasksuite

> TaskSuite is an advanced technology solution designed to simplify complex loan management processes for professionals in the lending industry. The user-friendly platform is accessible to users with varying degrees of technical expertise, from small business owners to financial institutions.

TaskSuite's comprehensive suite of tools, including loan origination, servicing, and management, is designed to enhance efficiency and streamline operations. With the platform, users can automate repetitive tasks, reduce errors, and save time to focus on customers and their needs.

TaskSuite offers customizable solutions to meet specific operational requirements, prioritizes the protection of user and customer data with state-of-the-art security features, and provides exceptional support with comprehensive assistance options – all to empower users with the knowledge and tools necessary for success in the ever-evolving lending landscape.

TaskSuite's commitment extends beyond software to creating opportunities for growth, improving customer satisfaction, and driving businesses forward. Discover how TaskSuite can transform operations and help achieve business objectives with confidence and ease.
> 
> Verdict: Rated **5.0/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 5 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.6/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: TaskSuite

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United States

## Features

- ACH Payment Processing
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Calendar Management
- Campaign Management
- Cash Flow Management
- Client Management
- Client Portal
- Communication Management
- Compliance Management

## Integrations (8 total)

- Equifax
- Flinks Connectivity
- Plaid
- Prove
- Prove ID
- Twilio
- Xodo
- Xodo Sign

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Commercial Loan Software](https://www.softwareadvice.com.au/directory/4758/commercial-loan-software/software)

## Related Categories

- [Commercial Loan Software](https://www.softwareadvice.com.au/directory/4758/commercial-loan-software/software)
- [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software)
- [Loan Origination Software](https://www.softwareadvice.com.au/directory/4557/loan-origination/software)
- [Loan Servicing Software](https://www.softwareadvice.com.au/directory/4505/loan-servicing/software)

## Alternatives

1. [Mortgage Automator](https://www.softwareadvice.com.au/software/211774/mortgage-automator) — 4.9/5 (112 reviews)
2. [nCino’s Mortgage Suite](https://www.softwareadvice.com.au/software/173731/simplenexus) — 4.8/5 (126 reviews)
3. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews)
4. [LendingWise](https://www.softwareadvice.com.au/software/76638/lendingwise) — 4.6/5 (72 reviews)
5. [BNTouch Mortgage CRM](https://www.softwareadvice.com.au/software/127795/bntouch) — 4.5/5 (95 reviews)

## Reviews

### "TaskSuite review" — 5.0/5

> **Jonathan** | *12 March 2026* | Financial Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> I'm a happy customer and strong advocate for the solution. It genuinely creates a single view of the client and is easily scalable.

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### "Highly Recommend TaskSuite" — 5.0/5

> **Jim** | *24 April 2025* | Financial Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "TaskSuite: A Flexible and Responsive Loan Management Partner" — 5.0/5

> **Archana** | *26 February 2026* | Financial Services | Recommendation rating: 9.0/10
> 
> **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.
> 
> 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.

-----

### "Tasksuite: Loan Management" — 5.0/5

> **Brandon** | *13 March 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **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.

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### "Fantastic system" — 5.0/5

> **Tucker** | *14 March 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **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.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/441954/tasksuite)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/loan-servicing/tasksuite-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/441954/tasksuite> |
| en-GB | <https://www.softwareadvice.co.uk/software/441954/tasksuite> |
| en-IE | <https://www.softwareadvice.ie/software/441954/tasksuite> |
| en-NZ | <https://www.softwareadvice.co.nz/software/441954/tasksuite> |

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