Pipeline and Workflow

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Your loan staff are juggling many responsibilities every day. We give them the tools to help answer the daily question: “What do I need to work on?”

  • Configure the steps of your loan process workflow
  • Users are assigned responsibility to different stages through a loan queue
  • Email notifications make users aware of tasks that are due
  • Pipeline reporting identifies bottlenecks in the process


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 love Suntell, your company’s customer focus, and your incredibly responsive customer service that you continue to provide to us.  We are truly drinking the Kool-Aid.

Mike N

VP Business Lending, Altra Federal Credit Union