Sageworks Salesforce.com™ Integration
Connecting lending and credit teams
Sageworks integrates with the Salesforce.com, inc.™ customer relationship management (CRM) platform, allowing Sageworks loan information and analysis to pass into Salesforce seamlessly.
Lending departments will have a single view with access to loan, deposit and collateral information, with the ability to immediately transfer new-loan opportunities to Sageworks for underwriting.
- Save time with data entry, while accessing information through a single login
- Push loan prospects to underwriting within Sageworks instantly
- Integrate Sageworks data into Salesforce.com for a centralized repository of borrower information for faster customer service
- Allow lenders and analysts access to the same customer and loan data