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.
Ability to fully onboard a borrower, Investor and servicing - incorporating everything from Credit report, automated formating of loan docs, investor reporting, loan progress tracking and updates to payoff and reconciliation of proceeds.
Our experience with Lendr has been very positive. Although it looks basic/simple from the frontend, it's actually quite complex behind the scenes and handles a lot of the heavy lifting for us, calculations/etc.
We tried other pieces of software (Mortgage Officer, Mortgage Automator, etc), but it was all just too complex. Lendr was perfect for us and our private lending business.
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
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