Sageworks™ Integration

Connecting lending and credit teams

Sageworks integrates with the, 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 for a centralized repository of borrower information for faster customer service
  • Allow lenders and analysts access to the same customer and loan data

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