Wednesday, February 22, 2012
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SQ1 SDI | Document management system
Untitled Document Why grow your paper document library when you can streamline your communication efforts with Square 1 Document Imaging (SDI).  SDI gives you the power to store all documents and graphics for loan customers, vendors, and employees within a secure and easy-to-use electronic filing system.  Employees at multiple locations can view the contents of any file, and you can protect and control your organization’s original and unique documents in a more secure manner.  It’s the smartest and quickest way to increase ROI and improve document security today.

Features of SDI:

  • Organization-defined global indexing structure.
  • Images meet or exceed FDIC regulation requirements.
  • Complete audit-trail capabilities.
  • Documents are available at all branches as soon as they are scanned into the system.
  • Drag and drop ability to move files.
  • Store loan / deposit account documents, employee data, vendor information and more.

Benefits to Your Organization:

Time

Gone are the days when files needed to be transported by courier from location to location.  All files can be instantly accessed as soon as they are scanned into the system.  Gone are the days when lenders spend time digging through file cabinets to locate a file.  Everything is located at their fingertips, allowing them to more quickly serve customers.

Efficiency

Indexing is automatically created based on information in your Square 1 Loan Management system.  No need to re-key customer’s name or description of collateral or loan details.  This information is immediately visible within SDI.  The folders are automatically assigned to your customer’s electronic credit file.  It is a simple and efficient as selecting a folder and clicking a “Scan” button to add images.  Loan operations can also quickly access the information they need to service your loan portfolio as well.

ROI

  • Our customers have reported substantial cost savings as a result of imaged files:
  • Exams can be completed more quickly, resulting in reduced costs to the organization
  • Savings on courier expenses in transporting paper files
  • Loan officers can spend more time with customers and less time working through paper files

Commitment to Implementation:

Our experienced staff will help you not only configure Square 1 Credit Suite | SDI product, but knowledgeable staff will be assigned to this project and help you to implement best practices with an imaging solution. 

* Understanding your organization’s structure and recommending scanning procedures

* Launching a “Live Date” and helping to determine the plan to scan new and existing files

* Determine the individuals within your organization best suited to scan loan and deposit documents

* Integrate document imaging as part of your daily process in conjunction with your entire Square 1 Credit Suite

* Our enthusiasm for this product is driven by our customers and watching them make the transition to becoming a paperless organization.


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Imaging Simplified
“I can’t say enough about the efficiency, standardization and ease of use of Suntell’s imaging product and what it brings to our organization. I am able to view loan documents without leaving my office. It saves time, and allows for a quicker response regarding any file issues.”

Cheryl Strand, VP
Northwestern Bank
 
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