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Loan Administration

Sageworks Loan Administration automates client correspondence and reduces the time and cost of preparing for loan review by an average of 35%. Banks and credit unions also generate document and covenant compliance reports for management and examiners through Sageworks and automate exception tracking. Use with Client Portal to collect documents digitally and immediately update ticklers. Download Product Overview

Sageworks Standardization

“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

Sageworks - Usability