Square 1 Credit Suite

Spec sheet

Purpose

Square 1 Credit Suite is an integrated commercial and agricultural lending platform for banks and credit unions, covering the loan lifecycle from origination through portfolio monitoring.Read 10 Oct 2026 · suntell.com

Audience

Suntell says the suite is built for community banks and credit unions managing commercial and agricultural lending.Read 10 Oct 2026 · suntell.com

Integrations

The platform receives customer, loan, and deposit account data from a financial institution’s core system through nightly downloads and interfaces with document platforms including ComplianceOne and LaserPro.Read 10 Oct 2026 · suntell.com

Support

Suntell provides a ticket portal, knowledge base, community forum, and WebEx access through its support links.Read 10 Oct 2026 · suntell.com

Headquarters

Topeka, Kansas, United StatesRead 28 Sep 2026 · suntell.com

Founded

Suntell says it was founded in 1996 by commercial lenders.Read 10 Oct 2026 · suntell.com

Agricultural underwriting

Its agricultural analysis supports farm financial structures, including seasonal income, supporting schedules, and consolidated entity analysis.Read 5 Oct 2026 · suntell.com

AI data handling

Suntell says AI processing runs in its U.S.-hosted Azure environment, customer data is not used to train shared or external models, and information is not pooled across institutions.Read 5 Oct 2026 · suntell.com

AI features

Ivy includes SpreadIQ for reading tax returns and financial statements, Scout for exception work lists, Ask Ivy for product questions and plain-language reports, and Credit Bureau Import for trade data from a bureau PDF.Read 5 Oct 2026 · suntell.com

AI oversight

Suntell says Ivy outputs are reviewed by a person, customer data is not used to train models, and data is not pooled across institutions.Read 10 Oct 2026 · suntell.com

AI spreading

SpreadIQ reads tax returns and financial statements into credit spreads, with a team member verifying the results.Read 10 Oct 2026 · suntell.com

Borrower portal

Square 1 Portal provides mobile-friendly, two-way document sharing with borrowers and supports custom branding and unlimited users.Read 10 Oct 2026 · suntell.com

Certification

Suntell states that it maintains SOC 2 Type 1 certification.Read 10 Oct 2026 · suntell.com

Company name

The site identifies Suntell as a brand of Financial Institution Technologies in its copyright notice.Read 10 Oct 2026 · suntell.com

Credit analysis

The suite includes commercial and agricultural analysis, financial spreading, risk ratings, covenant monitoring, and loan approval workflows.Read 10 Oct 2026 · suntell.com

Document security

Suntell describes its document imaging as FDIC-compliant and says it includes audit-trail tracking and document encryption and security.Read 10 Oct 2026 · suntell.com

Human review

A person reviews Ivy’s outputs, and Ivy does not make final lending decisions.Read 5 Oct 2026 · suntell.com

Intended customers

The product is designed for community banks and credit unions that handle commercial, commercial real estate, and agricultural lending.Read 5 Oct 2026 · suntell.com

Portfolio tools

Portfolio features include stress testing, loan reporting, CECL data extracts, workout tracking, and exception management.Read 10 Oct 2026 · suntell.com

Pricing

Suntell directs prospective customers to request a personalized quote; the reviewed pages do not list a price.Read 10 Oct 2026 · suntell.com

Pricing and demos

The site directs prospective customers to request a quote or schedule a personalized demo and does not display a price on the pages reviewed.Read 5 Oct 2026 · suntell.com

Product purpose

Square 1 Credit Suite combines commercial lending, credit analysis, workflow automation, and commercial loan portfolio management in one platform.Read 5 Oct 2026 · suntell.com

Risk and reporting

Features include configurable risk ratings, covenant and exception tracking, loan and portfolio stress testing, CECL data extracts, and portfolio reporting.Read 5 Oct 2026 · suntell.com

Security and audit support

The maker describes document imaging with access audit trails, examiner exports, encryption, and storage intended to meet or exceed regulatory requirements.Read 5 Oct 2026 · suntell.com

Plans and prices

Every Square 1 Credit Suite plan and price →

Where Specifiction places it

• Loan Management Software#19 of 307.3