Sageworks is now Abrigo.
Sageworks, Banker's Toolbox, and MainStreet Technologies are now Abrigo - giving you a single resource for your enterprise risk management needs. As a customer of Sageworks, you will continue to get the support you've always had, as well as access to new capabilities and expertise.

Sageworks Lending Solution

Hear from our clients

Book loans faster

Lenders at Union State Bank in Texas were using different methods for underwriting loans at each of its branches. With Sageworks Lending Solution officers were able to upload and verify numbers faster than ever.

“I can do three returns in the time it takes someone else to do one, which is a huge difference… It really gives us that step ahead of our competitors. It frees up time that loan officer would be spending on underwriting and allows them to get out there and meet with customers and build the portfolio.”

Lisa Kerschner
Union State Bank

Build a Scalable Origination Process

Chemung Canal Trust Company had aggressive loan-growth goals but many manual steps in the lending process. To allow the bank to scale, the institution invested in Sageworks.

“You always get the person that says, ‘It feels like a 4…’ [With Sageworks] we are more uniform, and we are embracing a process that follows through.”

Lucimar Foo Siam Escudero
Chemung Canal Trust Company

Key Capabilities

  • Easy to use digital loan application
  • Configurable templates for faster turnaround
  • Electronic Tax Return Reader
  • Transparent and consistent pipeline reporting
  • Accurate spreading and global analysis
  • Real-time access to credit bureau scores and debt
  • Standardized loan docs and boarding to the core
  • Single platform for different loan types
  • Central repository for borrower information
  • Streamlined origination workflow through notifications and tracking
  • Auto-decisioning for smaller exposure loans

More lending resources

Growing Member Business Lending
3 Keys to a Better Loan Presentation
Uncovering and Preventing Holes in the Lending Process