Loan Underwriting Software

Sageworks' commercial loan underwriting software solutions are designed to help bankers make better credit decisions. Sageworks Analyst is a loan underwriting software package that financial institutions use to perform global cash flow analysis on their borrowers. Analyst includes tax return input screens that map to financial statements for easy data entry. The Analyst output includes spreads of all financials and an in-depth global cash flow analysis, the impact of proposed loans on financial metrics, forecasting and projection models, customizable credit memos, private company benchmarks using Sageworks' real-time industry database, and narrative analysis reports.


This whitepaper explains the biggest obstacles credit analysts face with global cash flow, when they must combine business, real estate, and guarantor income and debt. Download it now and learn how to avoid the following common errors with underwriting loans:

  • Difficulty combining personal and business incomes
  • Incomplete information
  • Double-counting

Loan Underwriting Software for Banks