Sageworks Loan Administration automates client correspondence and reduces the time and cost of preparing for loan review by an average of 35%. Banks and credit unions also generate document and covenant compliance reports for management and examiners through Sageworks and automate exception tracking.
Loan Administration Software
- Reduce administrative workload, spending 35% less time
- Avoid expensive delinquencies and write-offs
- Define and track custom metrics throughout the loan’s lifecycle, increasing defensibility and consistency loan-to-loan
- Send a single email to customers, requesting all documents
- Satisfy regulatory requirements with documentation
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
