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