Loan Administration

Sageworks Loan Administration is a portfolio management solution that automates client correspondence and reduces the time and cost of preparing for loan review by an average of 35%. With this solution, banks and credit unions can generate document and covenant compliance reports for management and examiners, and Sageworks can also form a bridge between the core processing system, Sageworks Credit Analysis, and Sageworks Loan Administration to automate exception tracking. Download Product Overview

  • Reduce administrative workload, spending 35% less time
  • Avoid expensive delinquencies and write-offs
  • Efficiently and effectively communicate with customers
  • Satisfy regulatory requirements with documentation
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"The product is easy for a new analyst to pick up, and it’s easy for someone like me who’s been in the business much longer than the analysts but had never used the product before."

Anne McBride
Dedham Savings Institute
Dedham, MA
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