--- title: "Sageworks Lending Solution Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sageworks Lending Solution Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more." source_url: "https://www.capterra.com/p/210267/Sageworks-Lending-Solution/" page_type: "product" language: "en" --- # Sageworks Lending Solution Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) Sageworks Lending Solution ## What is 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, designed, and priced more quickly based on automated templates and rules that provide consistency and thorough documentation. ## What is Sageworks Lending Solution used for? [Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Commercial Loan](https://www.capterra.com/commercial-loan-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Sageworks Lending Solution?[Manage this product listing](https://www.g2.com/products/abrigo-loan-origination/claim_requests/new?auto=true) ## Sageworks Lending Solution Overview Updated September 2026 AI summary Sageworks Lending Solution offers businesses tools for loan origination, combining document management, loan processing, and online application capabilities. With workflow management as an additional feature, it addresses key steps in commercial loan handling. The platform is designed for organizations seeking to manage loan lifecycles efficiently within the commercial lending and loan origination software categories. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Sageworks Lending Solution 0.0 VS. [4.9 (39)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting Price Contact vendor Starting Price $75000 Other, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.9 (39) Value For Money 0.0 (0) Value For Money 4.9 (37) Customer Service 0.0 (0) Customer Service 4.9 (39) ## Sageworks Lending Solution alternatives [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (76)](https://www.capterra.com/p/158549/LoanPro-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (6)](https://www.capterra.com/p/10018704/TaskSuite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [0.0](https://www.capterra.com/p/215171/Fusion-LaserPro/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars ## Features AI summary Based on 460 Loan Servicing reviews Capterra reviewers highlight these as the top features buyers look for in loan origination software: - **Borrower Management** (**68%** of reviewers rated this feature as critical) - **Workflow Management** (**55%**) - **Loan Processing** (**61%**) Sageworks Lending Solution includes **Workflow Management** and **Loan Processing**, giving lenders a way to manage approval steps and move applications through the lending cycle more efficiently. However, it does not include **Borrower Management**. Instead, it offers **Pipeline Management** (**55%**), which helps teams track loan opportunities and monitor deal progress. Together, these features help businesses keep lending operations organized, reduce delays, and giving teams better visibility into each application. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Document Management Store, manage, and track all electronic documents in a centralized location Loan Origination Process of securing a loan from a bank or any other lender. Loan Processing Collect, organize, and prepare loan information to send to the lender for approval Online Applications Ability to fill out and submit application forms on the web Sageworks Lending Solution 9 features ### All Features - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Online Applications: Ability to fill out and submit application forms on the web - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.