Demo: Shorten the Loan Process with the Electronic Tax Return Reader
Presenter: Rick Anderson
Thursday, January 24 from 2:00 p.m.-2:45 p.m. ET
Finding methods to speed up the loan process for borrowers is among the most effective ways to save time for lenders and guarantee customer satisfaction. Sageworks is proud to have the Electronic Tax Return Reader, which is a unique technology that imports information from borrowers’ tax returns, saving financial institutions an average of 20 minutes per return. Efficiency in document collection and spreading during credit analysis is important not only for decision at origination, but also for periodic reviews/renewals.
Join Rick Anderson from Sageworks for a group demonstration as he walks through the Sageworks Banking Platform and showcases some of the benefits of ETRR.
Join to see:
- How ETRR saves time through front-end automation
- How to populate spreads within Sageworks Credit Analysis from ETRR
- How to reduce data entry and ensure consistency across the loan portfolio
About the Presenter
Rick Anderson, Senior Consultant
Rick Anderson is a senior credit risk consultant at Sageworks, where he is responsible for assisting clients with the implementation and optimization of their credit department workflows, credit analysis, risk rating and loan administration programs. Rick has worked directly with over 400 banks and credit unions.