Loan Management Integrations

At Suntell, we understand the importance of efficiency and accuracy in the loan management process. That’s why we developed the Loan Management Integrations feature of our Square 1 Credit Suite platform.

The Loan Management Integrations feature allows financial institutions to seamlessly integrate their loan management system with other tools and systems, reducing data entry and improving efficiency. This feature includes a nightly core download of customer, loan, and deposit account information, ensuring that institutions have a complete picture of their borrowers’ relationships.

In addition to the core download, the Loan Management Integrations feature also allows institutions to interface new loans with loan document platforms such as ComplianceOne and LaserPro. This eliminates the need for duplicate data entry and helps to reduce the potential for errors. The feature also enables institutions to extract data for other tools such as portfolio CRE Stress Testing or CECL.

By using the Loan Management Integrations feature from Suntell, financial institutions can:

  • Improve efficiency: The seamless integrations of this feature reduce data entry and improve efficiency in the loan management process.

  • Maintain accuracy: The nightly core download and interface with loan document platforms help to ensure that institutions have a complete and accurate view of their borrowers’ relationships and new loans.

  • Extract data for other tools: The ability to extract data for other tools such as portfolio CRE Stress Testing or CECL helps institutions to better understand and manage their loan portfolio.

Overall, the Loan Management Integrations feature is a valuable tool for financial institutions looking to improve efficiency and accuracy in their loan management process. We believe it is an essential component of any comprehensive loan management program, and we are confident that it can provide significant value to our customers.

Suntell provided multiple internal contacts to help us with training, integration, and implementation. While any conversion is stressful, mind boggling and overwhelming, Suntell made the process easier and less stressful. The Suntell team provided the highest level of customer service.

Pat Carey Vice President / Senior Lender

Identify

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

Measure

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

Monitor

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

Control

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

Customer-Reported Results

1 %

of our customers experienced improved asset quality

1 %

of our customers reported improved ROA

1 %

of our customers experienced improved efficiency

1 %

of our customers reported we had helpful customer support 

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