TaskSuite combines eight powerful systems into a single product, enabling communication between customers and every department in your organization. The application facilitates communication between salespeople and allows managers to pull forecasts on expected revenue.
TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience.
- Connect to your audience
- Collect data for actionable insight
- Automate business workflows
- Save time and money
With a 24/7, 365-day, 360-degree view of your business, you can identify tangible business goals.
- Real-time sales and marketing tracking.
- Actionable insight into every customer interaction.
- Put all your digital interactions in one place.
Everything is one place. It is beneficial when talking with borrowers and reviewing key pieces of information. You don't have to use or log into a completely different software to view the documents that have been uploaded.
It's pretty easy to use. Easy to import a file and such. I came from Encompass and Calyx and am happy with Lending Pad! Takes a little getting used to just like any program, but most of it is easy to find for doing a majority of what you're looking for without hidden screens, secret folders and hidden menu options. Also like that support is live. Nice to have a pretty speedy answer. Each time I've had an issue, I've been able to get an answer quickly.
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HQ Location:
McLean, Virginia, United States
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What is LendingPad Corp?
LendingPad streamlines the complex and often segmented loan origination process by allowing real-time collaboration between borrowers, brokers, lenders, and service providers.
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