Sageworks Lending Solution

4 / 5
1 review

Who Uses This Software?

Sageworks suite of web-based lending, credit and portfolio risk management solutions are designed to help community banks and credit unions compete in the modern banking environment.

Average Ratings

1 Review

  • 4 / 5

  • 4 / 5
    Ease of Use

  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Sageworks
  • Founded 1998
  • United States

About Sageworks Lending Solution

In a highly competitive and closely regulated environment, many banks and credit unions know that to thrive they will need to increase the size of the loan portfolio. Sageworks Lending Solution allows banks and credit unions to book loans more quickly without neglecting the quality of the portfolio. Each loan originated through Sageworks can be analyzed, decisioned and priced more quickly based on automated templates and rules that provide consistency and thorough documentation.

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Sageworks Lending Solution Features

  • Amortization Schedule
  • Audit Trail
  • Compliance Management
  • Customer Database
  • Digital Signature
  • Document Management
  • Fee Management
  • Loan Consolidation
  • Loan Processing
  • Loan Submission Control
  • Mortgages
  • Online Application
  • Asset Management
  • Audit Trail
  • Complex Debt Structures
  • Dashboard
  • Document Management
  • Exposure Management
  • Lead Management
  • Pipeline Management
  • Risk Management
  • Trend Analysis

Sageworks Lending Solution Reviews Recently Reviewed!

Capterra loader

I use Sageworks for commercial credit analysis.

Mar 14, 2018

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not

Pros: I 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.

Cons: I 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.