Sageworks

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Products/Services

  • Lenders can easily become “document chasers” when it comes to tracking down all the documentation required in customer relationships. With Sagewo…

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

  • Sageworks uniquely offers banks and credit unions the Electronic Tax Return Reader, which imports information from business borrowers’ tax return…

  • Sageworks Loan Administration automates client correspondence and reduces the time and cost of preparing for loan review by an average of 35%. Ba…

  • To give business borrowers the experience they want, banks and credit unions look toward digital applications that expedite loan turnaround. They…

  • Institutions are trying to grow the loan portfolio and need processes that speed up loan analysis without increasing risk. Sageworks Loan Decisio…

  • In the increasingly competitive loan environment, banks and credit unions often price loans based on a “gut feel” and competitor rates. With Sage…

  • Avoid the challenge of managing customer and potential-customer relationships through spreadsheets, email logs, calendar invites and other notes.…

  • Risk ratings are a foundational element of credit and portfolio risk strategy. From loan pricing to stress testing and allowance calculations, ac…

  • Sageworks Stress Testing allows banks and credit unions to stress the portfolio, concentrations and specific borrower relationships to identify r…

  • The life of a loan is a complex process, often involving many people at the institution and many steps. If credit workflows are inefficient, it d…