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Briefing
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- Loan Automation Tool – Fintech software company Sageworks launched customizable and relationship-based Loan Automation Tool to help financial institutions conduct faster and frictionless lending processes
- Loan Automation Tool – Fintech software company Sageworks launched customizable and relationship-based Loan Automation Tool to help financial institutions conduct faster and frictionless lending processes
- Settings Configuration – User chooses what trigger will initiate automation, such as when loan application is submitted, and selects conditions like loan amount and type, as well as action, such as making decision on loan or initiating workflow
- Instant Reports – User receives summary of borrower and loan request details instantly
- Adobe Sign Integration – Sageworks also integrated Adobe Sign in its software, allowing users to input their e-signatures in documents without leaving Sageworks platform
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Business Model and Practices
Business Model
and Practices
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Sector
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Financial Services
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Organization
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Sageworks
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Source
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Original Publication Date
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September 20, 2018
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