We've worked with TaskSuite to develop a customized product tailored to our exact business needs. They've done this seamlessly.
The AI system for modern lending
Intelligent agents and a complete loan platform, working as one system — for credit, operations and portfolio teams.
- Runs on your LOS/LMS — or ours
- No lengthy implementation
- Explainable decisions, human sign-off
80%
Faster underwriting
95%
Manual task reduction
24/7
Autonomous operation
3x
Loan volume capacity
Built by loan veterans
What changes when agents do the work?
TaskSuite was built by loan management veterans who lived the manual grind. Our agents give lenders of every size the automation muscle of the biggest banks.
Meet the agentsBuilt from the inside
Designed by operators who ran lending teams — not a generic AI tool adapted to loans.
5,000+Users25+Partners
Always on
Agents originate, underwrite and service around the clock — no queues, no backlogs, no overtime.
Fast
Underwriting prep that took days is ready in minutes, with data flowing across the loan lifecycle.
Explainable
Every AI decision comes with its reasoning — logged, auditable and ready for regulators and review.
Efficient
Agents absorb the repetitive work, so your team spends its time on judgment calls, not data entry.
In your control
Set the guardrails: what runs on its own, what needs sign-off, and how every edge case escalates.
Why TaskSuite AI
Built for the modern lender
Legacy systems were built for paper forms and phone calls. TaskSuite is built for how lending runs now — fast, explainable and always on.
Works on your LOS/LMS
Agents deploy on the systems you already run. Keep your core; add the intelligence.
Your team signs off
Agents propose; your rules and your people approve. Declines always stay with a person.
Faster underwriting
Documents gathered, financials spread and the memo drafted — so underwriters spend their time deciding.
Less manual work
From chasing documents to reconciling payments, the repetitive work runs itself.
No engineering lift
Need a custom agent? We design, build and deploy it for you.
Bank-grade security
Encryption, role-based access and a full audit trail on every borrower record.
Customer stories
Trusted by lenders who demand more
From business funders to specialty finance companies — what lending teams say about working with TaskSuite.
TaskSuite has provided ongoing support and valuable insight as to how we can continue utilizing these tools to increase productivity.
Since embarking on our journey with TaskSuite, we have access to a very knowledgeable team that understands our business process and needs. We are envisioning a long and fruitful relationship.
5,000+
Users on the platform
25+
Partners
80+
Integrations
3+ yrs
Customer partnerships
Two platforms, one foundation
Use them together, or either on its own
The agents run on your existing LOS/LMS — no need to switch. The Loan Suite stands alone as a complete LOS and LMS. Together, they share one record of every loan.
Agent platform
TaskSuite Agents
Configure, deploy and monitor AI agents across the loan lifecycle — prebuilt, built by you, or built by us.
Credit agentsBureau data, fraud checks and a drafted credit memo
Origination agentsFind borrowers, guide applications, close with e-signature
Servicing agentsPayments, portfolio monitoring and renewals
LOS + LMS
TaskSuite Loan Suite
The complete loan origination and management system — one source of truth for every loan, from day zero to close.
OriginationApplications, docs, verification
CreditBureau scoring, decisioning
ServicingPortfolio, borrower portal
ManagementTracking, reporting
Integrations
Plugs into the stack you already run
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
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