Savvy banks and credit unions are looking to digital applications to help customers and members secure funds faster and improve the borrower experience. With Sageworks Dynamic Application and our loan origination system, financial institutions can increase staff efficiency and allow borrowers to complete applications at their convenience.
Deliver a modern & efficient application experience.
To be competitive and foster growth, financial institutions must get back to customers quickly by streamlining the application process and scaling efficiently. Sageworks Dynamic Application allows you to offer modern, easy-to-complete applications tailored to your busy customers.Play Video
Modern, convenient application for faster loan turnaround and heightened customer satisfaction.
Eliminate bottlenecks for staff and streamline document collection and communications with borrowers.
Sleek, Digital Design
Provide a modern, mobile-first customer experience optimized for applicants on-the-go.
Lower administrative costs of originating a loan as customers submit data and documents directly.
Add and customize templates for various application types, including business, personal, SBA, and nonprofit.
Enable applicants to easily access the portal for updates and additional information on their applications.
Applications can trigger fields and field assets based on an applicant’s answers to questions.
Better Customer Experience
“Our customers have been pleased with the ease of the online application process as have our lenders, who would not have been able to process as many applications had they been working with a paper-based application and documentation process.”
Glenda Sorotski, EVP, Chief Credit Officer, Western States Bank
Drive new business with loan application software that's integrated with the bank’s loan origination process. Prospects enter information once, while current borrower information can be pulled in automatically. Coupled with enhanced workflows and automation on the back end, institutions can turn around applications quickly.
Reduce back and forth and document chasing with an online experience.
Use conditional logic to make faster decisions that align with institution policies.
Digital Signature Capabilities
Easily send, track, and collect e-signatures from borrowers for loan documents, eradicating barriers in the origination process.
Finalize and verify documentation needed to close the loan using automated workflows.
Efficient and Digital Friendly Processes
"Like other banks, we were looking for ways to grow the loan portfolio, and to do that we needed a process that’s both scalable and customer-centric. With Sageworks Loan Application we can meet those objectives, reduce inefficient back and forth communication, eliminate manual steps for our lenders, and expedite the process so we get back to borrowers more quickly."
Eric Bergevin, President & CEO, West Town Bank & Trust