When financial institutions think of loan administration, the word "tedious" comes to mind. With Sageworks Loan Administration, institutions simplify portfolio management by automating key processes like building client correspondence, tracking policy and document exceptions, and managing ticklers.
Automate Client Correspondence and Key Loan Review Processes
Loan Administration
Tickler & Covenant Tracking Software
Loan Administration Software
Lower Admin Costs
Financial Institutions must find ways to identify at-risk loans and communicate with borrowers to ensure the safety and soundness. With Abrigo, institutions can automate client correspondence and generate document and covenant compliance reports for management and examiners.
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Features and Functionality of Loan Administration
More productive staff and lower overhead costs with loan administration software.
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Efficient Data Collection
Reduces workload by integrating with your core system for updated loan information and reporting, also identify problem loans faster.
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More Uniform Administration
Automates the key processes across loan review while offering consistency in workflows and reporting.
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Enhanced Client Communication
Consolidate customer communication, collecting all the necessary documentation quickly and easily.
"Sageworks Loan Administration has improved its document tracking abilities, its reporting and tracking capabilities were recently commended by a regulatory agency as vast improvements to our risk management efforts.”
The First National Bank of Sycamore
Gain Efficiency Today
The First National Bank of Sycamore
Integrated Systems with Abrigo
Streamline Document Collection
Client Portal
Lenders become “document chasers” when tasked with gathering documents from a customer. With Client Portal, institutions offer a secure website to retrieve customer files through a single email. As documents are digitally collected, ticklers are automatically advanced and cleared.
