The Sageworks suite of web-based credit and portfolio risk management solutions can be accessed from any location, and the solutions may be combined for an integrated system or used individually. They also integrate with a financial institution’s core processing system to save time and reduce duplicate data entry.

Sageworks Workflow

Sageworks Workflow is designed to give executives the chance to create custom processes and easily manage them throughout the life of the loan, making Sageworks an end-to-end solution.

  • Increase profitability by improving turnaround time and staff efficiency
  • Report on staff efficiency within credit workflows and the staff’s pipeline

Available Add-Ons:

Document Library

Sageworks Document Library is an add-on to other Sageworks products and allows bankers to securely store key documents and images.

  • Build an online library of important client files that can be accessed by any branch
  • Attach documents directly to customers, financial data, collateral, ticklers, and loan pools

Consulting & Training

Sageworks offers customizable training to ensure our customers feel confident using Sageworks’ solutions.

  • Request on-site or web-based training to meet the bank's or credit union's needs
  • Benefit from the experience of consultants who have worked with hundreds of banks