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Loan Portfolio Administration Solution

Sageworks Monitor is a loan administration solution that helps financial institutions track document and covenant exceptions on every loan in their portfolio. Monitor automates client correspondence and reduces the time and cost associated with preparation for loan review. Using Monitor, financial institutions can easily generate document and covenant compliance reports for management and examiners. With Sageworks, financial institutions can form a bridge between the core processing system, Analyst, and Monitor to automate their exception tracking process. Learn More

Sageworks Monitor helps financial institutions:
  • Reduce administrative workload.
  • Avoid expensive delinquencies and write-offs.
  • Efficiently and effectively communicate with customers.
  • Satisfy regulatory requirements with ease.

The Sageworks suite of products can be used in conjunction with each other or as individual solutions.

 
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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