---
description: Get detailed information about TaskSuite usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: TaskSuite Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/30088/loan-servicing/software) > [TaskSuite](/software/1063785/tasksuite)

# TaskSuite

Canonical: https://www.capterra.co.il/software/1063785/tasksuite

> Cloud-based loan origination and servicing with configurable workflows, collections, reporting, and optional white-labeled portals.
> 
> Verdict: Rated **5.0/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses TaskSuite?

Specialty finance and direct lenders (consumer installment, cash advance, litigation funding, MCA) and brokers/ISOs needing configurable origination, servicing, payments, and collections.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 5 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support Software | 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

- Activity Dashboard
- Amortization Schedule
- Audit Trail
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Cash Flow Management
- Client Portal
- Compliance Management
- Contact Management Software
- Customer Management
- Dashboard Software
- Data Import/Export
- Document Management Software
- Document Storage
- Email Management Software
- Interaction Tracking
- Lead Management Software
- Lead Qualification
- Loan Portfolio Management
- Online Applications
- PCI Compliance Software
- Payment Collection
- Pipeline Management
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Task Management Software
- Third-Party Integrations
- Workflow Management Software

## Integrations (8 total)

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

## Support Options

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

## Category

- [Loan Servicing Software](https://www.capterra.co.il/directory/30088/loan-servicing/software)

## Related Categories

- [Loan Servicing Software](https://www.capterra.co.il/directory/30088/loan-servicing/software)
- [CRM Software](https://www.capterra.co.il/directory/2/customer-relationship-management/software)
- [Commercial Loan Software](https://www.capterra.co.il/directory/30537/commercial-loan/software)
- [Loan Origination Software](https://www.capterra.co.il/directory/20011/loan-origination/software)

## Alternatives

1. [Mortgage Automator](https://www.capterra.co.il/software/191761/mortgage-automator) — 4.9/5 (112 reviews)
2. [nCino’s Mortgage Suite](https://www.capterra.co.il/software/169464/the-nexus) — 4.8/5 (126 reviews)
3. [LendingWise](https://www.capterra.co.il/software/166706/lendingwise) — 4.6/5 (72 reviews)
4. [BNTouch Mortgage CRM](https://www.capterra.co.il/software/37032/bntouch) — 4.5/5 (95 reviews)
5. [The Mortgage Office](https://www.capterra.co.il/software/9277/the-mortgage-office) — 4.8/5 (285 reviews)

## Reviews

### "TaskSuite review" — 5.0/5

> **Jonathan** | *12 March 2026* | Financial Services Software | 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.

-----

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

> **Jim** | *24 April 2025* | Financial Services Software | 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 Software | 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 Software | 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.

-----

### "Fantastic system" — 5.0/5

> **Tucker** | *14 March 2024* | Financial Services Software | 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 Capterra](https://www.capterra.co.il/software/1063785/tasksuite)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10018704/TaskSuite/> |
| en-AE | <https://www.capterra.ae/software/1063785/tasksuite> |
| en-AU | <https://www.capterra.com.au/software/1063785/tasksuite> |
| en-CA | <https://www.capterra.ca/software/1063785/tasksuite> |
| en-GB | <https://www.capterra.co.uk/software/1063785/tasksuite> |
| en-IE | <https://www.capterra.ie/software/1063785/tasksuite> |
| en-IL | <https://www.capterra.co.il/software/1063785/tasksuite> |
| en-IN | <https://www.capterra.in/software/1063785/tasksuite> |
| en-NZ | <https://www.capterra.co.nz/software/1063785/tasksuite> |
| en-SG | <https://www.capterra.com.sg/software/1063785/tasksuite> |
| en-ZA | <https://www.capterra.co.za/software/1063785/tasksuite> |
| fr | <https://www.capterra.fr/software/1063785/tasksuite> |
| fr-BE | <https://fr.capterra.be/software/1063785/tasksuite> |
| fr-CA | <https://fr.capterra.ca/software/1063785/tasksuite> |
| fr-LU | <https://www.capterra.lu/software/1063785/tasksuite> |

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