Loan Portfolio Reporting

At Suntell, we are committed to helping our customers streamline their loan management processes and maximize their returns. That’s why we developed the Loan Portfolio Reporting feature of our Square 1 Credit Suite platform.

The Loan Portfolio Reporting feature allows financial institutions to harness the data in their loan portfolio and create powerful reports that segment the portfolio in different ways. This feature helps institutions to better understand their portfolio and identify trends and patterns that can inform their decision-making.

The Loan Portfolio Reporting feature includes tools for institutions to automate the generation of month-end board reports and produce concentration reports by industry, risk rating, collateral, and more. It also includes the ability to create pipeline reports to identify bottlenecks in the loan process, and to generate ad-hoc reports such as coming due loans, past due loans, and participations.

With the Loan Portfolio Reporting feature from Suntell, financial institutions can:

 

  • Harness their data: The ability to create powerful reports that segment the loan portfolio in different ways helps institutions to better understand their portfolio and identify trends and patterns.
 
  • Automate report generation: The ability to automate the generation of month-end board reports saves time and resources and helps institutions to stay organized.
 
  • Create ad-hoc reports: The ability to generate ad-hoc reports such as coming due loans, past due loans, and participations enables institutions to respond to changing business needs and conditions.
 

Overall, the Loan Portfolio Reporting feature is a valuable tool for financial institutions looking to better understand and manage their loan portfolio. 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 surpassed our expectations. Not only with their software, but with their customer service as well. The rule of thumb I always ask myself after a software installation is, ‘would I make the same decision again,’ and in this case there is no doubt whatsoever, we definitely made the right decision.

Trisha L Vice President Agriculture and Commercial Lending

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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