Sageworks Workflow interacts with other solutions to create an end-to-end solution that reduces inefficiency and exceptions. Streamline and track progress for the life of the loan: data entry, loan origination, underwriting, approval, annual reviews, borrower correspondence, stress tests and impairment.
- Customize workflows to match your loan management needs
- Use notifications to prompt next steps and reduce stall time and bottlenecks
- See all the information related to a borrower in one, centralized place
- Use if/then and conditional logic in the development of workflow templates to match existing credit policy to automation
- Document each step of the process for better auditability