GROUNDBREAKING FEATURES

LOAN MANAGEMENT

TaskLoan complete loan management system and the most cost-effective loan management platform in the United States currently. Our solution allows you to manage your entire loan process & loan book in one sophisticated system and provides you with a single holistic approach to credit risk management. TaskLoan enables all lenders to automate and manage the entire life cycle of a loan from start to end:

loan Dashboard2.PNG
loan Dashboard.PNG
loan.PNG

MANAGE YOUR RISK

TaskLoan includes OCR functionality that will analyze bank statements in seconds and provide you with the detail you need to make the important decisions with confidence.

VIEW:

All transactions 

Average monthly balances

Average monthly deposits 

Daily balances 

Minimum monthly balances

Estimated revenue per month

Alternative lender transaction

Automatically assign transaction types to transaction

Upload multiple bank statements 

Build your own rules to increase derision making timelines

Incorporate into the built in Credit Analytics 

CUSTOMIZE YOUR OWN SYSTEM

The TaskSuite system offers complete flexibility over your loan application process, including custom flows and requirements with the ability for a manager to override any stage if necessary.

Configure your own internal credit model.

Build your own reports and dashboards.

report.PNG
credit.PNG

INCLUDES FULL CRM

TASKLOAN INCLUDES A FULL CRM

powered by TaskSuite: 

Get accurate forecasts

Use actionable data to make better decisions.

Get the insights you need to make smarter decisions.

Design custom dashboards to get a picture of your business immediately.

Dig deeper with real-time reports and flow charts that anyone can create and share.

Know exactly how you perform compared to your monthly targets.

Organize your work based on your scheduled next actions.

Stay connected to your customers

Real-time messaging to enhance collaboration.

Get a quick overview of what is going on in your team. See when a colleague logs a call or sends a quote. Share ideas and files in real-time and catch-up on items you’ve missed when you were away.

ripeline report.PNG
pipeline.PNG

CONTACT CENTER MODULE

Expand you customer experience by making use of the full contact center solution.

The solution includes: 

In- and Outboard Calling

Website Live Chat

Email 

Text

Facebook Messenger 

Receive feedback from customers to improve your customer satisfaction proactive

Manage your agents from anywhere with real-time productivity dashboards

ezgif.com-gif-maker.gif
ezgif.com-video-to-gif (1).gif
customer rating.png