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Loan origination solution for the banking industry which helps with credit score growth, automated template, documentation, loan review, audit, tax return reading and more.

Product Details

Loan origination platform that enables offsetting of compliance costs through portfolio growth systems.

Contact Details


Founded in 1998

Located in United States

Starting Price

  • Not provided by vendor
  • Contact Sageworks for pricing details.


  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native


  • In Person
  • Live Online
  • Webinars
  • Documentation


  • Business Hours

Sageworks Lending Solution Features

Audit Trail
Compliance Management
Customer Management
Document Management
Electronic Signature
Loan Processing
Online Application
Asset Management
Audit Trail
Complex Debt Structures
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Sageworks Lending Solution Reviews

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Jason H.
Partner, Underwriter, Analyst
Used the software for: 2+ years
Overall Rating
Ease of Use
Customer Service
Value for Money
Likelihood to Recommend
Reviewer Source 
Source: Capterra
March 14, 2018

“I use Sageworks for commercial credit analysis.”

ProsI love being able to input the tax returns directly into Sageworks. It is very user friendly and automatically spreads the financial statements. I'm also able to easily add and delete line items.
ConsI would like to be able to generate a credit memo/cover letter, that would automatically pull from the excel fields in the other tabs. For example, DSCR is a very important ratio, so it would be nice for it to show up on the front page of the credit memo rather than manually entering it.

Vendor Response

By Sageworks on March 15, 2018
Jason, thank you for your feedback, and we are glad you enjoyed the tax return inputs! We are pleased to let you know that we have added a credit memo that pulls in all ratios and fields within Sageworks Credit Analysis. We hope you have a chance to check it out soon.
Reviewer Source 
Source: Capterra
March 14, 2018