Top TaskSuite Alternatives

Upgrade

Upgrade

upgrade.com

The Upgrade app allows users to check rates for fixed-rate personal loans, apply for Upgrade Card, and access cash back rewards with Rewards Checking.

Wealthbox

Wealthbox

wealthbox.com

Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.

Affinity

Affinity

affinity.co

Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.

Upstart

Upstart

upstart.com

Upstart is an AI-driven lending app for personal loans, auto refinancing, and debt consolidation, offering quick approvals and reduced barriers to credit access.

Creatio

Creatio

creatio.com

Creatio is a no-code platform for automating workflows and CRM, enhancing customer interactions and operational efficiency through AI-driven tools.

Funding Circle

Funding Circle

fundingcircle.com

Funding Circle is a lending platform connecting small businesses seeking loans with investors, simplifying the loan process and offering quick access to capital.

Maximizer

Maximizer

maximizer.com

Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.

Kiavi

Kiavi

kiavi.com

Kiavi is a fintech platform that provides fast financing for real estate investors, streamlining the loan process for fix-and-flip projects without traditional barriers.

Floify

Floify

floify.com

Floify is a mortgage point-of-sale software that automates and organizes the loan origination process for lenders and borrowers.

LeadCenter.AI

LeadCenter.AI

leadcenter.ai

LeadCenter.AI is an AI-powered platform for financial advisors that automates sales and marketing processes to enhance lead management and customer insights.

4Degrees

4Degrees

4degrees.ai

4Degrees is a CRM designed for deal-driven industries, offering tools for relationship management, data entry automation, and alert systems to enhance professional networking.

Hubly

Hubly

myhubly.com

Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.

Datasite

Datasite

datasite.com

Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.

NMI

NMI

nmi.com

NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.

Smava

Smava

smava.de

Smava is an online platform for comparing consumer loans, allowing users to find and apply for loans based on their needs without affecting their credit scores.

GoDocs

GoDocs

godocs.com

GoDocs automates commercial loan documentation for banks and lenders, ensuring compliance and efficiency in the loan closing process.

LoanPro

LoanPro

loanpro.io

LoanPro is a loan management system that automates servicing, payments, and compliance, helping lenders efficiently manage the loan lifecycle and optimize operations.

Roopya

Roopya

roopya.money

Roopya is a fintech platform that streamlines loan origination for financial institutions with data-driven processes and analytics tools.

Paidly

Paidly

meetpaidly.com

Paidly is a cloud-based platform that helps employers enhance recruitment and retention by offering student loan benefits to improve employee financial wellness.

Lama AI

Lama AI

lama.ai

Lama AI is an end-to-end platform that uses generative AI to streamline loan origination for financial institutions, improving efficiency and access to capital for businesses.

Funding

Funding

funding.com.au

Funding simplifies access to bridging loans and mortgage investments for Australians, allowing them to manage their financial decisions more effectively.

Defacto

Defacto

getdefacto.com

Defacto is an AI-driven B2B lending platform that provides instant financing to SMEs in Europe through an embedded lending API.

Stikkum

Stikkum

stikkum.io

Stikkum is a platform that uses AI to help mortgage and real estate professionals automate processes, improve client retention, and acquire new customers.

DigiFi

DigiFi

digifi.io

DigiFi is a digital lending platform that automates the loan process from application to funding, serving various lending industries.

LendAPI

LendAPI

lendapi.com

LendAPI is a customizable digital lending platform for managing financial product applications, supporting integration, and enhancing customer communication.

Wiserfunding

Wiserfunding

wiserfunding.com

Wiserfunding is a credit analytics platform that helps SME lenders assess credit risk and manage portfolios using data-driven insights and analytical tools.

LoanStreet

LoanStreet

loan-street.com

LoanStreet is a platform for financial institutions to share and manage loans efficiently, enhancing capital access and operational practices.

Lenderfit

Lenderfit

lenderfit.io

Lenderfit is a loan management app that streamlines lending processes, automates tasks, and enhances communication for financial institutions.

The Mortgage Office

The Mortgage Office

themortgageoffice.com

The Mortgage Office app streamlines mortgage management, facilitating loan origination, servicing, and compliance through automation and organized workflows for lenders.

Lendr

Lendr

joinlendr.com

Lendr is a loan origination and servicing platform for hard and private money lenders, streamlining loan management and enhancing client communication.

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