Loan Management Workflow Pipeline

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

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
Beacon Credit Union


    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.

    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