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:
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.
Average monthly balances
Average monthly deposits
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.
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.
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
Receive feedback from customers to improve your customer satisfaction proactive
Manage your agents from anywhere with real-time productivity dashboards