Dear Valued Customers,
As we move into a new quarter, we remain focused on helping you navigate an evolving lending landscape with greater clarity, efficiency, and insight. Whether you’re adapting to shifting economic pressures or striving to serve your communities with excellence, we know how important it is to have technology that works as hard as you do.
That’s why we’re excited to announce the 25.0 Release of the Square 1 Credit Suite—bringing a host of enhancements designed to streamline your workflows and elevate your decision-making.
Most notably, we’ve expanded Global Cashflow Insights to include related interest debt and granted collateral, delivering a more complete view of borrower exposure and improving the accuracy of risk assessments.
We’ve also made key updates to SET, including full support for 2024 tax forms. Even more exciting, our SET Reader now features OCR technology (currently in BETA) that allows it to process a wider variety of PDF formats. This comes as a no-cost upgrade to all current SET Reader customers. If you haven’t yet explored SET Reader, we encourage you to take a closer look—this tool can significantly reduce manual data entry and help eliminate costly errors.
Additional updates in 25.0 include refreshed RMA data and a range of smaller, but valuable, feature enhancements across the Square 1 suite, all designed to save you time and increase operational consistency.
As part of our long-term vision, we’re actively researching ways to bring safe AI into the Square 1 platform. We’re focused on solutions that help you automate routine tasks, surface critical insights, and support faster, smarter decision-making—without compromising trust, security, or compliance. Thoughtful, responsible integration of AI is a key part of how we’ll continue delivering value and innovation well into the future.
And while we’re building for what’s next, we remain grounded in who we serve. Our mission is to deliver the kind of modern, intelligent technology typically reserved for large financial institutions—but at a price point that community banks and credit unions can afford. We’re here to level the playing field so you can compete with confidence and thrive in your markets.
Thank you for your continued partnership. As always, your feedback shapes everything we do, and we are honored to be part of your journey.
Warm regards,
Ronnie Wooten
CEO, Suntell
