The Sageworks lending platform is powerful and feature rich. That can mean automation, rich information, and a high performing loan shop. Yet getting there can be challenging if you don’t have things set up correctly. We look at two main areas to assess Sageworks configuration.
Sageworks modules configuration. We compare your lending processes with what’s available on Sageworks, and come up with a plan to optimize all the features of Sageworks to your process. We also work with you leadership and staff to encourage use of the features.
Sageworks advanced reporting. Most shops only use a fraction of the reporting power available in Sageworks. We work with executive leadership to design and implement actionable reports that help take management of lending to a new level.