Sageworks Loan Administration

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Sageworks Loan Administration automates client correspondence and reduces the time and cost of preparing for loan review by an average of 35%. Banks and credit unions also generate document and covenant compliance reports for management and examiners through Sageworks and automate exception tracking. Use with Client Portal to collect documents digitally and immediately update ticklers.

Key Benefits

  • Automate correspondence generation, including email, envelopes and phone call lists
  • Send a single email/letter to customers
  • Send emails from the institution’s own email domain
  • Customize correspondence rules for consistent, on-time communication with borrowers
  • Save time using Multiple Request Templates to request several documents at one time
  • Make your staff more productive and reduce unnecessary overhead expense
  • Track documents, covenants and loan policy exceptions by customer through a customized tickler system
  • Assess portfolio risk using up to 15 standard reports, including tickler, covenant, exception, correspondence and loan officer reports
  • Maintain a single data source for contact information, including business and individual clients and contacts such as accountants, attorneys and insurance agents
  • Connect with other Sageworks solutions and the institution’s core for up-to-date financial data
  • Streamline workflow using notification emails sent directly to the relevant users
  • Reduce workload for credit admin team compared to creating and sending documents manually
  • Quickly assess outstanding tickler items by loan officer
  • Create an audit report for documentation of changes made



Product/Service details