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Workflow

Sageworks Workflow interacts with other solutions to create an end-to-end solution to reduce inefficiencies and exceptions. Banks and credit unions can streamline and customize processes for the life of the loan: data entry, loan origination, underwriting, approval, annual reviews, borrower correspondence, stress tests and impairment. Download Product Overview

  • Lose fewer prospective loans by identifying and correcting delays in the credit process
  • Report on staff efficiency within credit workflows and the staff’s pipeline
  • Build a workflow to match your institution's loan management needs
  • Document each step of the process for better auditability within exams
  • Use notifications to prompt action from others working on the credit file
  • Prevent incomplete credit files and document exceptions with standardized steps