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Sageworks Analyst empowers loan officers and credit analysts, enabling them to make accurate credit decisions in a timely manner and lower origination costs. Analyst's comprehensive suite of financial analysis tools connects seamlessly to its patented FIND technology to provide a clear, informative report. You can now (1) interpret the financial condition of loan applicants and compare it with current industry averages, (2) further examine highlighted risk areas that may have been overlooked and (3) evaluate the business, the principals behind the business, and any real estate owned by the principals to create a global cash flow and ratio analysis. Analyst compiles your data into Microsoft Excel and prepares a plain-language, narrative report in Microsoft Word that can be incorporated into your standard credit documentation and used to assist you in making credit recommendations to your loan committee.

Analyst has all of your financial analysis capabilities wrapped into one powerful suite, including:

  • A comprehensive financial spreadsheet that exports to Microsoft Excel:
    • Cash flow, ratio, and trend analysis
    • Organizes the collected data for accurate industry comparisons
  • A projection component that allows you to stress test the borrower's underlying forecast. Either use key variables for granular assumptions to sensitize and assess business strategies, or forecast automatically with historical data using both trend and regression data techniques.
  • Do company valuations based on discounted cash flow (DCF) techniques
  • Converts financial data into a plain-language report that can be exported and edited in Microsoft Word


 

press room

February 7, 2008
Bank Technology News
- The Woes of Best Guesses
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August 22, 2007
Inc. 500
- America's Fastest Growing Private Companies
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global analysis

Global Analysis combines powerful analysis for individuals and businesses when credit decisions are based partly on the strength of the principals of a business.