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Suntell Perspective


Welcome to the Suntell Perspective, our Quarterly Newsletter!  Here you will find information about upcoming product features, events, company info, industry news, and more.


Year in Review

Highlights from 2014

  • We welcomed 20 new customers to the Suntell family.
  • We added Credit Analysis Projections, the ability to email Documentation Tracking letters, some new reports, as well as some additional functionality in Loan Presentation.
  • We held Regional Training in Denver with 51 attendees from 26 different financial institutions.
  • We brought on a new Implementation/Training specialist to help support our growing customer base.

In 2015 you can look forward to....

  • Dashboard functionality that will allow you to better monitor your workload and workflow. (coming Spring 2015!)
  • Rent Roll Analysis for investment properties. (coming Spring 2015!)
  • Regional Training in Nashville, TN (stay tuned for more details!)
  • We are going to begin a revamp of Credit Analysis, though the scope and specific release date are TBD.

Training & Support

If you have not yet updated to the most current version of the LMS, please contact so that you can schedule a time to get updated.  LMS Version 18.0.5 is a prerequisite, so if you have not yet been updated to this version, you will receive both updates simultaneously.  It is very important that you stay current, so that we can continue to provide you with support.

The following are the upcoming Lunch and Learn topics for the first part of 2015.
  • Presentation Customized Report (January 21st)
  • Related Interests (February 4th)
  • Business Development (February 18th)
As we get closer to the Spring release (Rosemary), we will schedule webinars to review the new functionality.  The dates/times of these webinars will be included with the release announcement.

Interesting Reads

Message from the CEO:
Happy New Year!

I am very pleased to welcome 20 new financial institutions to the Suntell family in 2014. We finished the year with a robust 20%+ increase in revenues with record earnings and strong liquidity. We are entering our 19th year of business and every year I would like to personally thank each and every customer that was able to see our original vision for credit underwriting combined with document management and workflow. We continue to invest our resources into our software product in order to continually deliver more of the functionality and flexibility you demand in an integrated system  Read the entire article here...



"Attention is vitality.  It connects you with others.  It makes you  eager.  Stay eager."  -Susan Sontag
Check out the loans that you are working on using the Proposed Loan report.  It can be found under Reports > Proposed Loans.
Square 1 Credit Suite

New Customers!
Suntell is pleased to announce that 3 new customers that have joined us since our last newsletter.  Welcome!


Happy Anniversary!

We like to recognize our customers that have been with Suntell for 5, 10, and 15 years.  Thank you for your continued business and support!  We truly appreciate the loyalty of our customers.

In the fourth quarter of 2014, the following customers have celebrated milestone anniversaries with us.

Our credit union located in
Fort Atkinson, WI (5 years)

Our credit union located in
Glendale, CA  (5 years)

Our bank located in
Louisiana, MO (5 years)

Our bank located in
Sioux Falls, SD (5 years)

Our bank located in
Indianola, IN (10 years)

Our bank located in
Kingston, NY (5 years)
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