Sageworks Credit Analysis

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Sageworks Credit Analysis allows banks and credit unions to quickly spread and analyze proposed loans and make smarter credit decisions.

Key Features

  • Electronic Tax Return Reader
  • Centralized borrower information
  • Tax-return input screens
  • Real-time credit score and debt information
  • Global cash flow analysis for businesses, people and properties
  • Automated financial spreads and ratio calculations
  • Real-time industry benchmarks
  • Probability of default model
  • Business projections and valuations
  • Automated credit memos
  • Dynamic output for what-if scenarios
  • Customized business and NPO narrative reports

Key Benefits

  • Combine financial data for multiple businesses, people and properties for a global debt-service ratio
  • Analyze individual businesses or people, businesses or people with real estate holdings, groups of businesses or people and combined groups of businesses and people (with or without real estate holdings)
  • Enter up to 5 years’ data at one time for each entity using easy-to-follow tax-return input screens
  • Automatically map tax-return data to financial statements, including US tax forms 1040, 1065, 1120, 1120S, 1040C and 1040F
  • Use an ag-specific analysis for loans to producers
  • Save time with customizable subaccount templates
  • Add collateral and cross-collateralization for the analysis of personal and business loans
  • Automatically annualize incomplete business financial data
  • Calculate debt service using either Itemized Debt / Loan Information or based on provided Financial Statement Information
  • Quickly perform business projections, including business valuation calculations Pull in real-time credit score and debt information
  • Use the dynamic output to manipulate data, propose or refinance debt in real time and see the impact on the relationship
  • Create customized business narrative reports for your clients using a patented financial engine
  • Incorporate real-time, industry data from the largest private-company database, spanning 1400 NAICS codes to accurately benchmark business clients
  • Save time with an automated credit memo that mimics existing bank files
  • Use the Standard Report for quick, consistent reporting


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