User experience.
August 25, 2024

User experience.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

My organization uses this software for document archiving purposes. All documents are uploaded to Global Search using our loan origination software, which is used for front-end and new business operations. Global Search retains these docs for loan servicing and post-maturity or backend functions. This helps to investigate documents accepted at the time of origination while we service the loan or to retain any docs used during its close-out phase.

Pros

  • Ease of use.
  • Navigable
  • Accepts doc from our LOS.

Cons

  • The program functions exactly as i need it too.
  • But if I had to imagine some improvements, AI could organize docs based on TYPE.
  • There have been instances when the program crashed/closed when using the zoom functions, though this is rare, and I don't know the root cause.
  • The ability to map bulk doc from our LOS has saved time.
  • The ease of use for account managers has enabled them to quickly find the information they need within the saved documents.
  • As a fraud detection measure, we are able to find and analyze documents that we later learn may be fraudulent—this impacts future detection protocols.
From a compliance standpoint, we have benefited from the secure data storage, particularly with auditors and bank examiners. I personally have not utilized the data extraction features and am unsure if we subscribe to that feature. That said, I would like to learn more and will start by speaking to coworkers who use your software in different ways and capacities than I do.

Do you think Square 9 Softworks delivers good value for the price?

Not sure

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Square 9 Softworks go as expected?

I wasn't involved with the implementation phase

Would you buy Square 9 Softworks again?

Yes

8 is a solid rating. The only reason I don't give a 10 is that I don't know what the competition has to offer. This is the only program I have used for document archiving since entering this industry, so I can't say how Global Search compares to others in the market. That said, I would still recommend it based on my experience.

Comments

  • Nick Fugaro | TrustRadius Reviewer
    Thanks for your review! We are glad to hear our platform has helped your organization archive documents. We appreciate your feedback.

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