Wer nutzt diese Software?

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

Durchschnittliche Bewertung

13 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4.1 / 5
  • Kundenservice 4.7 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5

Produktinformationen

  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Installiert - Windows
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Suntell
  • https://www.suntell.com
  • Gegründet 1996

Über 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.

Spotlight_media_placeholder

Square 1 Credit Suite Funktionen

  • Audit Trail
  • Dashboard
  • Dokumentenmanagement
  • Komplexe Schuldstrukturen
  • Leadmanagement
  • Pipeline-Management
  • Publicity-Management
  • Risikomanagement
  • Trend-Analysen
  • Vermögensverwaltung

Die hilfreichsten Reviews für Square 1 Credit Suite

Suntell Exceeded our Expectations

Bewertet am 1.7.2016
Amber A.
AVP/LPM
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

"Great and Friendly Software"

Bewertet am 22.7.2016
Yovana W.
Credit Analyst
Bankwesen, 10.001+ Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Vorteile: Excellent Customer Support.

Nachteile: 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.

Antwort des Softwareanbieters

von Suntell an 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!

Comprehensive loan software

Bewertet am 30.3.2019
Verifizierter Rezensent
Investment Operations Associate
Bankwesen, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

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

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

Bewertet am 14.5.2015
Joni L.
Commercial Lending Officer
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: 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.

Antwort des Softwareanbieters

von Suntell an 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!

We have been on this software for more than 10 years now. We use multiple areas of system.

Bewertet am 26.5.2015
Sheila R.
Credit Analyst/Records Specialist
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: We use Suntell for doc imaging, doc tracking, credit analysis, loan presentation, collections and workout plans. It is very nice for generating letters requesting items needed from customers as you can do them in a big batch. The system also keeps a copy of the letter on file. Love the templates for letters also. Customer service and the ticket portal are always helpful when we have questions. We do not use it for commercial scoring as we came up with our own spreadsheet that scores a company against the industry standards which Suntell didn't do.

Lies weitere Bewertungen