Portfolio Reporting

Schedule a Demo

Harness your data in powerful reports that segment your loan portfolio in different ways. Streamline your loan management processes and maximize returns with Square 1 Credit Suite:

  • Automate generation of month-end board reports 
  • Produce concentration reports by industry, risk rating, collateral, and more
  • Create pipeline reports identify bottlenecks in the loan process
  • Generate ad-hoc reports such as coming due loans, past due loans and participations


Ensure credit-granting is in line with your institution’s credit risk strategy with an in-depth credit analysis of your borrowers.



Quantify the credit risk on and off the balance sheet with ratios, custom measures and scoring.



Keep a pulse on credit risk over time by viewing changes in risk ratings.



Integrate your analyses seamlessly with loan committee presentations and the approval process.

We have been very impressed with the Customer Service offered by Suntell.  Our questions are always answered thoroughly and promptly and in such a way that we never feel stupid for asking them!  Excellent customer support that we haven’t seen surpassed by any other software company to date.

Amber A

Loan Processing Manager, First State Bank