Square 1 Credit Suite

¿Quién usa Square 1 Credit Suite?

Community Commercial Banks & Credit Unions with C & I portfolio size from $10MM - $1Billion

¿Qué es Square 1 Credit Suite?

Integrated commercial loan portfolio management with document imaging for maximum workflow efficiency. At Suntell, we are the pioneers of the Square 1 Credit Suite. As financial industry professionals, we have developed and perfected our integrated commercial lending solution in use by 200 banks and credit unions across the U.S. Users of the Square 1 Credit Suite benefit from an integrated solution to maximize workflow efficiency with data and analysis in a single system.

Información sobre Square 1 Credit Suite

Suntell

https://www.suntell.com

Fundada en 1996

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Compara Square 1 Credit Suite con productos similares

Precio inicial

N/A
No disponible
40,00 US$/mes
125,00 US$/mes

Versión gratuita

Versión gratuita No
Versión gratuita No
Versión gratuita
Versión gratuita No

Prueba gratis

Prueba gratis
Prueba gratis
Prueba gratis
Prueba gratis

Square 1 Credit Suite: implementación y asistencia

Asistencia

  • Chat

Implementación

  • Windows (desktop)

Formación

  • En vivo online
  • Webinars
  • Documentación

Funcionalidades de Square 1 Credit Suite

  • API
  • Almacenamiento de documentos
  • Almacenamiento seguro de datos
  • Análisis de tendencias
  • Análisis en tiempo real
  • Análisis financiero
  • Base de datos de clientes
  • CRM
  • Contabilidad
  • Control de procesos de aprobación
  • Creación de informes en tiempo real
  • Creación de informes y estadísticas
  • Cuentas de clientes
  • Estructuras complejas de deuda
  • Evaluación de riesgos
  • Firma digital
  • Flujo de trabajo basado en reglas
  • Flujo de trabajo configurable
  • Gestión de aplicaciones
  • Gestión de carteras
  • Gestión de clientes potenciales
  • Gestión de colectas
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de exposiciones
  • Gestión de flujos de trabajo
  • Gestión de la conformidad
  • Gestión de recursos
  • Gestión de riesgos
  • Gestión de tareas
  • Gestión del flujo de caja
  • Gestión del pipeline
  • Gestión financiera
  • Importación y exportación de datos
  • Informes personalizables
  • Integraciones de terceros
  • Integración contable
  • Pagos electrónicos
  • Panel de actividades
  • Panel de comunicaciones
  • Portal de autoservicio
  • Portal de clientes
  • Procesamiento de pagos ACH
  • Programación
  • Registro de auditoría
  • Seguimiento de actividades
  • Seguimiento de estado
  • Supervisión
  • Varias empresas
  • Verificación de datos

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Opiniones de Square 1 Credit Suite

Todas las opiniones

Calificación general

4,5/5

Evaluación media

Facilidad de uso 4,1
Atención al cliente 4,7
Funcionalidades 4,5
Relación calidad-precio 4,5

Evaluar software

Comparte tus experiencias con otros compradores de software.

¡Escribe una reseña!
Amber A.
AVP/LPM
Banca, 51-200 empleados
Ha utilizado el software durante: Más de dos años
  • Valoración global
    5 /5
  • Facilidad de uso
    5 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 1/7/2016

"Suntell Exceeded our Expectations"

Comentarios: Makes it so easy for audits, for loan officers who are out of the office and just everyone in general. It's the only reason we are able to have a super-efficient centralized processing center. We love this program and have never regretted the purchase or implementation of it. Always finding additional ways to use it for many other things to scan other than loan documentation.

Ventajas: Easy to implement, excellent customer support, ease of maneuvering in the program - makes it simple to train new employees. Very logical programming and super flexible in the different manners items can be viewed. When scanning documents, the ability to manipulate the document by rotation, orientation, etc. is fantastic.

Desventajas: Audit Report - when I need to find out who scanned something, it's a real bugger to try and figure with the search parameters in this part of the program. That's my only con for this program.

  • Fuente de la reseña 
  • Publicado el 1/7/2016
Yovana W.
Credit Analyst
Banca, 10.000+ empleados
Ha utilizado el software durante: 1-5 meses
  • Valoración global
    5 /5
  • Facilidad de uso
    4 /5
  • Funcionalidades
    4 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    4 /5
  • Probabilidad de recomendación
    9/10
  • Fuente de la reseña 
  • Publicado el 22/7/2016

""Great and Friendly Software""

Comentarios: Great experience . Excellent customer service . Quick response. Always try to find the way to solve your problems or concerns.

Ventajas: Excellent Customer Support.

Desventajas: Some calculation needs to be done outside of Suntell, because the lack of them in the Credit Analysis Module, plus the absences of all of the RMA Ratios per NAICS ; therefore no comparative comments to RMA metrics can be made in certain cases.

Respuesta de proveedores

por Suntell el 26/7/2016

Yovana thank you so much for the feedback. It's always a pleasure working with you and your team! As you know, we are currently working to overhaul the Credit Analysis module for the next release. We are certain you'll find those improvements address many of your concerns as we have worked extensively with the customers to fine-tune the functionality being included. We are glad to hear you're pleased with the support and we hope that you will continue to reach out as you come across questions in the system. We appreciate your business and support!

  • Fuente de la reseña 
  • Publicado el 22/7/2016
Delaina H.
VP, Loan Services
  • Valoración global
    3 /5
  • Facilidad de uso
    3 /5
  • Funcionalidades
    Sin valoración
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    Sin valoración
  • Fuente de la reseña 
  • Publicado el 20/5/2015

"We have been on this software for 8 years and it suits our financial institution well."

Comentarios: The absolute best "pro" of suntell is the customer service staff. I've worked with many customer service staff and these guys are the best.
Doc imaging would be my favorite part of Suntell. We are completely imaged and have rave reviews from our external auditors, loan review and OCC examiners on the ease of use of the imaging system........WOULD NEVER GO BACK TO A PAPER FILE!
Other pro's are the letter/envelop feature, doc tracking feature and loan input/loan presentation feature.
The "CON" that tops my list is enhancements. Submitted enhancements are slow to get accepted and changed (if they ever get changed). Suntell operates on a small staff so sometimes getting things updated, enhanced or changed is a timely process.
Another con is the Credit Analysis feature. It does not suit our credit analysts so we do many calculations outside of Suntell and copy/paste it into the analysis/presentation piece.
In closing, it will take an extrodinary software system to convince me to switch from Suntell!

  • Fuente de la reseña 
  • Publicado el 20/5/2015
Usuario verificado
Investment Operations Associate
Banca, 201-500 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    4 /5
  • Facilidad de uso
    4 /5
  • Funcionalidades
    4 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    4 /5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 30/3/2019

"Comprehensive loan software"

Ventajas: Square 1 is a solid loan software that’s easy to implement and offers solid functionality for robust users. It has a really nice design that’s user friendly and the customer support is helpful. Overall good software for loan management.

Desventajas: The reporting and audit functions are somewhat limited in some areas. Updates to those functions would help immensely.

  • Fuente de la reseña 
  • Publicado el 30/3/2019
Joni L.
Commercial Lending Officer
  • Valoración global
    4 /5
  • Facilidad de uso
    3 /5
  • Funcionalidades
    Sin valoración
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    Sin valoración
  • Fuente de la reseña 
  • Publicado el 14/5/2015

"Our organization has been using Square 1 Credit Suite for the past five and a half years."

Comentarios: We primarily utilize the Loan Management System for Credit Analysis, Loan Presentation, and Documentation Tracking. We also use Suntell Document Imaging. The initial and ongoing training is excellent, as is the ongoing customer support.
The financial statement spreading component is not as robust as other systems I have used, but serves our portfolio needs. In the past, when we, as the user, have reported a limitation with the LMS, Suntell has addressed that issue within a future software upgrade.

Respuesta de proveedores

por Suntell el 14/5/2015

We appreciate you taking the time to review our product! We also hope that the work we are currently doing on the Credit Analysis module will address any concerns you may have about the spreads. We very much appreciate your feedback!

  • Fuente de la reseña 
  • Publicado el 14/5/2015