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Credit Analysis.

Sageworks Credit Analysis is a credit analysis solution with tax-return inputs for straight-forward data entry or the Electronic Tax Return Reader, which auto-imports information. The output is dynamic and includes financial spreads, global cash flow analysis, the impact of proposed loans, forecasting models, customizable credit memos, private-company benchmarks using Sageworks' real-time database and narrative analysis reports. Download Product Overview

Sageworks Standardization

“You can get different information when you put information in differently. [With Sageworks,] when I'm looking at a cash flow ratio, I know that the ratio was calculated the same way every time.”

Paul Knapp, Standard Bank | Monroeville, PA

Sageworks - Standardization

Agricultural Lending

Sageworks also offers an enhanced version of the solution, Sageworks Credit Analysis with Agricultural Lending, allowing banks and credit unions to analyze agricultural, commercial and complex loans on one platform. The credit department can benefit from uniformity in the lending process, streamlined data entry and reports to help show value to producers in the portfolio. Download Overview

Crop Revenue Itemization

Nonprofit Lending

For institutions that lend to nonprofit organizations - charities, government entities, municipalities, etc. - Sageworks also offers Credit Analysis with Nonprofit Lending, which generates a full credit analysis and narrative report analyzing the health of the nonprofit borrower. Users can compare financial ratios of the borrower to its sector, track financial performance over time and make their nonprofit lending process more streamlined and consistent for easier exams. Download Overview

Nonprofit Lending and Credit Analysis