Improve Customer Experience

Client Portal

Lenders can easily become “document chasers” when it comes to tracking down all the documentation required in customer relationships. With Sageworks Client Portal, institutions use a secure online portal to solicit files from customers in a single email. If the institution also uses Sageworks Loan Administration, as documents are digitally collected and stored, it also automatically advances ticklers, meaning bankers can spend time on analysis instead of searching for files. 

  • Give customers a better experience
  • Overcome bottlenecks with documentation
  • Reduce the risk of document exceptions or incomplete credit files
  • Use with Loan Administration to automate the sending and receiving of ticklers

How It Works

Identify File Needs

Loan Administration tracks which documents are required, or the lender can designate which files to collect. Sageworks creates a custom link for the borrower.

Email the Customer

Copy the link into your email to the borrower, or send it automatically through Loan Administration.

Auto-Update Records

The borrower sees an easy-to-use landing page for securely uploading files or forwarding to their CPA.

Examiners like when everything is standardized across the board. Before we had Sageworks, our loan officer 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.
Matt Warchol, Bank of O’Fallon
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