Sageworks
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Products/Services
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Sageworks Credit Analysis allows banks and credit unions to quickly spread and analyze proposed loans and make smarter credit decisions.
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Sageworks uniquely offers banks and credit unions the Electronic Tax Return Reader, which imports information from business borrowers’ tax retur…
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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%. B…
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To give business borrowers the experience they want, banks and credit unions look toward digital applications that expedite loan turnaround. The…
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Institutions are trying to grow the loan portfolio and need processes that speed up loan analysis without increasing risk. Sageworks Loan Decisi…
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In the increasingly competitive loan environment, banks and credit unions often price loans based on a “gut feel” and competitor rates. With Sag…
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Avoid the challenge of managing customer and potential-customer relationships through spreadsheets, email logs, calendar invites and other notes…
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Risk ratings are a foundational element of credit and portfolio risk strategy. From loan pricing to stress testing and allowance calculations, a…
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Sageworks Stress Testing allows banks and credit unions to stress the portfolio, concentrations and specific borrower relationships to identify…
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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…