Customer Login Blog

Document Library

Sageworks Document Library is a cloud-based data storage solution that financial institutions use to securely attach key documents throughout the Sageworks platform. Using this program, institutions can improve efficiency by keeping all documents in one central location that is accessible by each branch. Documents that are commonly stored include customer agreements, tax returns, financial statements, rent rolls, credit reports, economic data, and collateral appraisals.

Sageworks Document Library helps financial institutions:
  • Build an online library of important client files that can be accessed by any branch.
  • Attach documents to customers, financial data, collateral, ticklers, and loan pools.
  • Store several document types including Excel, Word, and PDF.