Sageworks Client Portal

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Lenders can easily become “document chasers” when it comes to tracking down all the documentation required in customer relationships. With Sageworks Client Portal, institutions use a secure online portal to solicit files from customers in a single email. If the institution also uses Sageworks Loan Administration, as documents are digitally collected and stored, it also automatically advances ticklers, meaning bankers can spend time on analysis instead of searching for files.

Key Benefits

  • Cut down on document exceptions
  • Use with Sageworks Loan Administration to seamlessly update ticklers
  • Make documentation more defensible for exams and reviews
  • Give borrowers a better experience
  • Save time and reduce back and forth with customers
  • Make it easier for third parties like lawyers or accounting firms to provide documents

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