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.
- 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
- 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