Risk Rating

Sageworks Risk Rating enables banks and credit unions to systematically rate portfolio loans through flexible templates. Sageworks ensures objective risk ratings using both quantitative and qualitative factors and provides detailed, standardized documentation. Combine Sageworks Risk Rating with Sageworks Credit Analysis for additional automation. Download Product Overview

  • Ensure consistency in risk ratings, with the universal application of your methodology
  • Systematize your current, proven risk rating policy
  • Ensure uniformity in the risk rating process
  • Impress examiners with thorough documentation, consistent between loan officers
  • Better evaluate a portfolio's risk level

"Examiners like when everything is standardized across the board. Before we had Sageworks, our loan officers did things slightly differently. Sageworks has helped us be much more consistent in our process and it gives us key information in an easy-to-read format."

Mark Warchol
Bank of O'Fallon
O'Fallon, IL