# Abrigo Loan Origination Reviews
**Vendor:** Abrigo  
**Category:** [Loan Servicing Software](https://www.g2.com/categories/loan-servicing)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 82
## About Abrigo Loan Origination
Abrigo Loan Origination software is a comprehensive solution designed to assist community banks and credit unions in reducing loan origination costs and enhancing lending efficiencies. This software addresses the challenges faced by smaller financial institutions in competing with the rapid digital lending experiences offered by larger banks. By equipping these institutions with the tools to swiftly assess and respond to creditworthy borrowers, Abrigo enables them to deliver superior customer service while simultaneously increasing their value within the community. Built specifically for banks and credit unions, Abrigo Loan Origination software caters to financial institutions aiming to expand their loan portfolios. Borrowers today expect quick turnaround times on their loan applications, and loan officers require solutions that can withstand rigorous loan-review processes. Abrigo’s software not only facilitates faster loan processing but also empowers financial institutions to enhance their revenue streams and operational efficiency. This dual focus on speed and reliability positions Abrigo as a vital resource for institutions looking to thrive in a competitive lending landscape. One of the standout features of Abrigo Loan Origination software is its ability to support multiple loan types within a single system. This versatility allows financial institutions to streamline their operations and improve the overall borrower experience. By integrating various loan products, Abrigo enhances internal processes and aligns them with the strategic goals of the institution. The software fosters collaboration among teams, ultimately leading to a more cohesive approach to loan origination and management. The advantages of using Abrigo extend beyond mere efficiency. The software automates critical processes that are essential for financial institutions, effectively replacing data silos that can hinder performance. By consolidating data and improving reporting capabilities, Abrigo paves the way for actionable insights and scalability. This not only helps institutions manage their current operations more effectively but also positions them for future growth and digital revenue expansion. In summary, Abrigo Loan Origination software is a powerful tool for community banks and credit unions seeking to enhance their lending capabilities. By focusing on automation, data integration, and borrower experience, Abrigo empowers financial institutions to navigate the complexities of the lending landscape while maintaining a competitive edge.



## Abrigo Loan Origination Pros & Cons
**What users like:**

- Users value the **streamlined loan management** process with Abrigo, enhancing efficiency and collaboration across business units. (14 reviews)
- Users praise the **exceptional customer support** of Abrigo Loan Origination, ensuring quick resolutions and open communication. (12 reviews)
- Users commend the **ease of use** of Abrigo Loan Origination, enhancing financial analysis and accessibility across teams. (10 reviews)
- Users value the **extensive customization** of Abrigo Loan Origination, enhancing its fit for their organization&#39;s needs. (8 reviews)
- Users value the **versatile platform** of Abrigo Loan Origination, enhancing functionality and customization for various banking needs. (8 reviews)
- Users value the **seamless workflow automation** in Abrigo Loan Origination, enhancing efficiency and transparency in loan processes. (8 reviews)
- User-Friendly (7 reviews)
- Users value the **many features** of Sageworks Lending, appreciating customization, support, and user-friendly enhancements. (6 reviews)
- Users appreciate the **streamlined, step-by-step process** of Sageworks Lending for efficient loan origination and management. (6 reviews)
- Automatic Updates (5 reviews)

**What users dislike:**

- Users face **loan issues** due to limited functionality and minor inconveniences with document formatting and small loans. (5 reviews)
- Users find the **poor performance** of Abrigo Loan Origination frustrating due to sluggishness and cumbersome processes. (3 reviews)
- Users express concerns about the **high cost** of Abrigo Loan Origination, wishing for better pricing and bundling options. (2 reviews)

## Abrigo Loan Origination Reviews
  ### 1. Streamlined Loan Processes in One Customizable Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nick G. | VP - Data Intelligence Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about Abrigo Loan Origination?**

I like Abrigo Loan Origination because it has a great UI, making it easy for everyone to look at and utilize. The software is extremely customizable and offers a good balance between building around our existing process and suggesting best practices. This adaptability allows us to train different people with various personalities and pivot when there’s staff turnover or a need to change the process.

**What do you dislike about Abrigo Loan Origination?**

It takes time for people to transition from working in many different systems to just one. A lot of people get fixated on advanced use cases instead of starting basic and building up from there. I think that Abrigo could do a better job of laying out a roadmap when it comes to implementing the full Abrigo suite of products, including all of the modules in Loan Origination, so people could grow into the solution instead of learning on their own. The initial setup was tough as there wasn't any Abrigo knowledge on staff, so all of it had to be learned by the organization at once.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Abrigo Loan Origination streamlines our commercial loan process into a single software, essential for our strategy. Its great UI and high customizability ease training and adaptation, accommodating different staff needs and turnover.

  ### 2. Customizable Workflows, Great Integrations, and Responsive Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 11, 2026

**What do you like best about Abrigo Loan Origination?**

The use of workflows to customize the internal check list of what is needed in each phase of the loan process. The ability for an user to be able to look at any loan in process and know where it is in the process or to pick up where another user left off when needed. 
The ability to have multiple 3rd arty integrations tie d into the platform to remove the time of going different places to complete items. 
Support is great in working with us through issues or questions. Having the ability to work through things with developers is great!

**What do you dislike about Abrigo Loan Origination?**

The reporting really needs to be customized and is a lot harder to work on and customize than what we were told. I also would like to see better audit trails on changes in the system.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Having a more uniformed process across our organization. Having a digital checklist that anyone can see and pick up when needed. This was very hard for us in the past when someone was out, or resigned, picking up where they left off, especially the ability for a user in another location to easily see what they needed to do to take over that loan in process.

**Official Response from Jane Stocum:**

> We’re glad to hear the customizable workflows, visibility into loan progress, and third-party integrations are helping your team work more efficiently and collaborate more easily. It’s also great to know our support and development teams have been helpful along the way. We appreciate your feedback on reporting customization and audit trails as we continue working to improve the platform experience. Feel free to reach out if anything else comes to mind!

  ### 3. Would recommend Abrigo to any other community bank like mine

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 03, 2025

**What do you like best about Abrigo Loan Origination?**

As a credit analyst, I like that Sageworks has helped my bank make our financials and presentations more easily accessible for other coworkers, organized and standardized across different bank branches. The customer service and training were very high quality. I appreciate the frequent webinars and updates on their website to keep their customers in the loop about improvements and changes. They take suggestions and continue to make the product more useful. I use Sageworks every day in my job duties.

**What do you dislike about Abrigo Loan Origination?**

It is so advanced that some employees are lagging behind on learning to use all the features and getting on-board with the rest of us, but I don't think this is Abrigo's fault. It did take us about a year to learn and get comfortable with it, but it's been worth it, and the more you use it, the easier it gets. Sometimes there are bugs in the system, but since customer service is easy to work with, we usually get them figured out.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

We have various bank branches that were all doing their credit analysis differently and we really wanted to standardize it more. Abrigo Sageworks has helped us get on the path toward doing that.

**Official Response from Jane Stocum:**

> Thanks for sharing your experience! We’re glad to hear Abrigo Loan Origination has helped your team improve consistency and standardization across branches, and love hearing that you have had such a great experience with our training and support teams! We appreciate your honest feedback and are happy to hear the platform has become more valuable and easier to use over time.

  ### 4. The efficiencies gained using Sageworks has enabled a multitude of opportunities.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nadia P. | Credit and Compliance Coordinator, GVP, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 14, 2023

**What do you like best about Abrigo Loan Origination?**

I really value the cross-module functionality and Abrigo’s collaboration with customers to deliver relevant enhancements. We use the loan origination modules from application to servicing and the efficiencies we've gained have empowered our organization.  We strive to incorporate as many modules and third party integrations to streamline data and allow our users to have the time to focus on decision making and analysis instead of data entry. 

Abrigo also recognizes that, even as they continue to make improvements, some institutions don’t always take full advantage of those enhancements right away. Having a team that advises us on the best ways to use the platform has further streamlined our processes and strengthened the efficiencies we’re seeing.

Lastly, I am a fan of the updated approach Abrigo has been taking for enhancements by rolling out beta features and allowing feedback.  It enables us to see the vision Abrigo has, get used to the potential changes and develop a plan to roll-out to users.

**What do you dislike about Abrigo Loan Origination?**

Getting buy-in from all users can be challenging. While Sageworks offers a variety of training options, we’ve found that it still takes a dedicated individual to consistently drive adoption and keep the momentum going across the organization.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Sageworks provides an all encompassing platform that assists with the initial information gathering (application), streamlines documentation collection and analysis, minimizes data entry, provides efficiencies in underwriting and presentation outputs, and streamlines post-closing monitoring efforts.  The platform has allowed us to provide a consistent approach to all lines of business which ultimately reduces the bank's risks.

**Official Response from Heather Smith:**

> Thank you for taking the time to share your experience here! It is important to us to help our customers get the most from our technology. I'm so happy to hear that you have experienced that because you are right, many institutions don't take advantage of all that's available. We want you getting the maximum value! Please let us know if you need anything or if anything changes. Greatly appreciated! 

  ### 5. Efficient, User-Friendly Platform with Excellent Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Josh H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2026

**What do you like best about Abrigo Loan Origination?**

I like Abrigo Loan Origination for its ease of use and the excellent customer service they provide. The ability to see comprehensive relationships in a single location is very beneficial to us. Managing the loan application, underwriting, loan closing, ongoing portfolio management, and document management is efficient. The customer service team is quick to respond and resolve issues, which allows us to focus more on our members.

**What do you dislike about Abrigo Loan Origination?**

The things that don't work well are because we don't have the resources to maintain the system at an optimal level.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

I use Abrigo Loan Origination to efficiently manage our commercial loan originations. It centralizes loan management processes and offers quick issue resolution with great customer service, allowing us to focus on the member.

**Official Response from Jane Stocum:**

> Thank you for taking the time to leave such a thoughtful review! We're thrilled to hear that our LOS has helped your team efficiently manage the lending process while giving you a complete view of member relationships in one place. It’s also great to know our customer service team has been responsive and supportive. We appreciate your honest feedback and are happy the platform is helping your team spend more time focused on your members.

  ### 6. Streamlined Loan Origination with Effortless Workflow Automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jacqueline U. | Credit Systems Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 10, 2025

**What do you like best about Abrigo Loan Origination?**

We use Abrigo Loan Origination to kick off and manage our commercial loan workflows. When a lender submits an application, the system automatically starts the right workflow based on the selections in the app and the logic we’ve set up behind the scenes. From there, everyone in lending and credit can see exactly where a request is in the process, who touched it last, and when. The timestamps and phase tracking have turned into a really useful management tool for us: we can spot bottlenecks, see how long loans sit in each area, and get a realistic view of how long individual tasks actually take instead of relying on guesses or anecdotes.

**What do you dislike about Abrigo Loan Origination?**

I haven't encountered any drawbacks. It was quick and straightforward to train the lenders and get them comfortable with using the application to initiate their proposed loans.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

For me, the biggest benefit is visibility. I can track every phase of a deal from origination through boarding in one place, rather than chasing updates through email. Our lenders and admins appreciate that the entire “yellow pad” process now lives inside the workflow. The data we’re able to pull is genuinely useful as well, giving us clear insight into status, cycle times, and pipeline for management reporting.

**Official Response from Jane Stocum:**

> This is fantastic to hear - we love that the automated workflows and phase tracking are giving you real visibility and helping surface bottlenecks. That kind of insight into cycle times and pipeline is exactly what we hope to enable. It’s also great to know adoption was smooth and that the whole process now lives in one place. Thanks so much for sharing such a detailed look at your experience!

  ### 7. Smooth Conversion, Consistently Evolving

**Rating:** 4.0/5.0 stars

**Reviewed by:** Daniel F. | System Admininstrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 02, 2025

**What do you like best about Abrigo Loan Origination?**

I truly appreciate how Sageworks Lending is always improving and moving forward, demonstrating a commitment to evolving their platform. All the features work as expected and continue to evolve, which ensures they stay relevant and effective for my lending needs. I particularly like how they include customers in development and support, which fosters a strong sense of community and ensures that user feedback is valued and acted upon. Furthermore, they have great transparency, which builds trust and provides clarity in their operations. The initial setup of Sageworks Lending was remarkably easy, making it one of the easiest software transitions I have experienced.

**What do you dislike about Abrigo Loan Origination?**

I find it takes some time to get the hang of Sageworks Lending due to the abundance of options available, which, while offering a variety of maneuverability, can initially be overwhelming and present a learning curve.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

I use Sageworks Lending for managing digital applications, credit analysis, workflows, and document management in one platform, enhancing efficiency.

**Official Response from Jane Stocum:**

> Thank you for such a thoughtful review! We love hearing that the platform’s evolution, transparency, and collaborative approach stand out to you, and that your transition was smooth from the start. We appreciate the note on the learning curve as well, and we’re so glad Sageworks Lending is helping you manage applications, credit analysis, and workflows more efficiently all in one place. 

  ### 8. Excellent Lending Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2022

**What do you like best about Abrigo Loan Origination?**

Sageworks creates an easy to follow workflow that allows each user to immediately track the process of each loan.  The Document Library provides an essential storage and organizational platform for banks, especially as we move to a paperless society.  Also, one of the best features is the large training module, making it easy to learn about the product and process.

**What do you dislike about Abrigo Loan Origination?**

I would like to see which individual uploaded documents so that I could contact that person if there were questions.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Large storage of documents, creating a timeline of the loan and where we are at the process, and keeping the entire team informed and on the same page as to where the loan is in the process.

**Official Response from Libby Sharman:**

> Thank you for your review and feedback! We appreciate your time and candor. I'm passing your workflow feedback along to our product team, but if you'd like to talk with them directly about your ideas, please feel free to reach out at libby.sharman[at]abrigo.com.  We are glad to have you in the Abrigo Community!

  ### 9. Streamlined Lending from Application to Closing in One Digital-First Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 06, 2026

**What do you like best about Abrigo Loan Origination?**

Abrigo Loan Origination stands out to me because it has truly streamlined our bank’s lending process—allowing us to take a loan seamlessly from the initial request all the way through closing and booking within a single platform. Its digital-first application experience speeds up turnaround times and enhances borrower satisfaction. I also appreciate that it incorporates a robust business development component, giving us an effective way to track and manage potential loan and deposit prospects throughout the pipeline.

**What do you dislike about Abrigo Loan Origination?**

There aren't any points about Abrigo Loan Origination that I dislike.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Abrigo Loan Origination is solving the inefficiencies we previously faced when managing loans across multiple platforms. Before Abrigo, we had to move back and forth between several different systems just to start a loan request, process it, and ultimately book it—slowing us down and increasing the chance for errors or missed steps. With Abrigo, everything is centralized. We can input all loan information into one system, obtain a credit decision, and generate the boarding data needed to book the loan—all within the same platform. This consolidation has significantly improved our turnaround time, boosted efficiency, and created a smoother, more consistent process for both our team and our borrowers.

**Official Response from Heather Smith:**

> What a great review, thank you for taking the time to share your experience. Hearing that you're experiencing the efficiency that comes from an end-to-end solution is our goal. Nothing we love more than giving you and your team efficiency that turns into a better experience for you and your borrowers! 

  ### 10. Highly Customizable with Responsive, Engaged Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alison L. | Credit Services Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2026

**What do you like best about Abrigo Loan Origination?**

Abrigo is extremely customizable, intuitive, and their customer support team is very responsive and genuinely engaged. They consistently upgrade their offerings and truly listen to user feedback.

**What do you dislike about Abrigo Loan Origination?**

The electronic tax return reader has limited functionality, and the spread-generating process is cumbersome and time consuming.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Abrigo provides us with a way to centralize our loan origination and review processes. It has replaced the large binders of credit files from our past and taken everything online.

**Official Response from Jane Stocum:**

> Thanks for the thoughtful feedback! So glad to hear how Abrigo has positively impacted your financial institution and current processes, and love to hear your experiences with our customer support team! 

  ### 11. Amazing customer experience with latest and greatest integrations.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rebecca R. | Senior Credit Officer, AVP, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 29, 2022

**What do you like best about Abrigo Loan Origination?**

The most helpful part of the Sageworks platform is that it has allowed us to acheive a much more uniform process across the lending process from app to audit.

**What do you dislike about Abrigo Loan Origination?**

I really have zero complaints about the program.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

It is allowing us to become more uniform and efficient. Our days to close a loan has reduced by half since implementation. Also, the data collection allows for so much more reporting than we've ever been able to acheive before.

**Official Response from Libby Sharman:**

> Rebecca, thank you so much for the review and your feedback! We appreciate the kind words, and if you have any other input, feel free to contact us directly! I'm at Libby.Sharman[@]abrigo.com.

  ### 12. Consistent Underwriting, Streamlined Setup

**Rating:** 4.5/5.0 stars

**Reviewed by:** Todd S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Abrigo Loan Origination?**

I like Abrigo Loan Origination for offering a consistent approach and output. It provides a package that aids all users in the process, both internally and with external examinations. The setup was great, and they delivered on time and on budget.

**What do you dislike about Abrigo Loan Origination?**

User onboarding and ease of use for new users.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Abrigo Loan Origination provides consistency and is a one-stop shop for underwriting analysis, helping users internally and with external examinations.

**Official Response from Jane Stocum:**

> Hi Todd! Thanks for taking the time to share your input! We're so glad to hear Abrigo Loan Origination is providing consistency for your team and serving as a reliable, all-in-one solution for underwriting analysis and examinations. It’s also great to know the implementation process went smoothly and stayed on time and on budget. We appreciate your feedback on onboarding and ease of use for new users as we continue improving the experience.

  ### 13. Amazing software lead by an amazing team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jordan K. | Vice President, Digital Onboarding Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 29, 2025

**What do you like best about Abrigo Loan Origination?**

Sageworks has been able to streamline our Business and Consumer loan process and bolster it with all of the tools and features the platform offers. It takes a lot of guesswork out of what needs to be done for any type of loan, it eliminates redundancy via integrations, and has allowed us to grow our portfolio with public facing loan application intake. The Abrigo team is the best I've worked with in my ten years in the industry. The passions truly shows when talking to the team and rubber hitting the road with regular updates and enhancements. The implementation was the smoothest I've been through and we launched a month early than our planned go live date. We use this platform daily amongst multiple business units and I don't think we as an FI have a single bad thing to say about the product or team!

**What do you dislike about Abrigo Loan Origination?**

Nothing I dislike, the software does everything and more.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Redundant input of data, streamlining old manual processes, being proactive in portfolio monitoring.

  ### 14. Flexible

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 24, 2025

**What do you like best about Abrigo Loan Origination?**

Provides helpful checklists to ensure nothing is missed. These steps can be easily amended by authorized individuals within your institution. This feature is pretty user friendly.

**What do you dislike about Abrigo Loan Origination?**

There are trouble areas of it that my coworkers do not find user friendly. Directions, notes, and asking coworkers are regularly needed when using certain features of the program. For example, one of our biggest challenges is completing a loan application and new loan setup correctly in the program without needing help or corrections. There are only a few people who can successfully set everything up correctly without help.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Beginning employees can use the checklist to help ensure they aren't missing steps.

**Official Response from Jane Stocum:**

> Thank you for sharing! We're so glad the checklists are helping your team stay on track, especially for newer employees. We also appreciate the honest feedback about usability challenges around loan setup and will pass that along as we continue working to make the experience more intuitive for everyone.

  ### 15. Automation That Speeds Origination and Keeps Loan Decisions Consistent

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jessica S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Abrigo Loan Origination?**

The automation will cut down on the overall time it takes to originate and will keep our lenders consistent with decisioning loans.

**What do you dislike about Abrigo Loan Origination?**

We will implement th consumer module in January so I haven seen th downsides yet.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Access to online applications that can be shared between the borrower and the loan officer.

**Official Response from Jane Stocum:**

> We are happy you all are excited to get started with our LOS!  Once you are all up and running, feel free to reach back out with any additional feedback you have. Continuing to improve our products to better support you is important to us. 

  ### 16. Flexible Dynamic Applications, But Our Team Needs More In-Person Training

**Rating:** 3.5/5.0 stars

**Reviewed by:** Amy B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2026

**What do you like best about Abrigo Loan Origination?**

Dynamic Application flexibility for product types.

**What do you dislike about Abrigo Loan Origination?**

What is challenging is more about our internal user gaps than a system gap.  Abrigo Universiry is helpful but our team does much better with in person professional development.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Centralized documentation - future stat but again we have user gaps and we are not optimized.

**Official Response from Jane Stocum:**

> Thanks for the feedback! We’re glad to hear the dynamic application flexibility and centralized documentation capabilities are helping support your lending process. We also appreciate your thoughts on in person training. We want to continue working to support different learning styles and help teams get the most out of the platform and will certainly take this into account. 

  ### 17. Intuitive and Effective, Needs More Customization

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lori B. | Business Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2026

**What do you like best about Abrigo Loan Origination?**

I find Abrigo Loan Origination fairly easy to use and intuitive for the most part.

**What do you dislike about Abrigo Loan Origination?**

More control with customizing/editing fields to make it more suitable for my company's needs.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

I use Abrigo Loan Origination to track loan requests, timing, and documentation, which supports originating and renewing commercial loans.

**Official Response from Jane Stocum:**

> Thanks for sharing your feedback! We’re glad to hear Abrigo LOS has been easy to use and intuitive for your team. It’s great to know the platform is supporting your commercial lending process. We also appreciate your input around customization options as we continue working to improve flexibility for our customers. If anything else comes to mind, please feel free to reach out!

  ### 18. Great Collaboration & Resources

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 15, 2025

**What do you like best about Abrigo Loan Origination?**

The most helpful part about Sageworks Lending is being able to put your entire process into one workflow. This also gives the ability to include all lines of business that are involved in the loan origination process. We have the flexibility to integrate with some of our third-party vendors which saves our team time and creates better efficiency for us. The product team is always helpful and open to discovery calls to understand why our FI needs what we need, and they help us plan a path forward.

**What do you dislike about Abrigo Loan Origination?**

The one downside/dislike we have is the credit analysis and collateral in Sageworks. The spreading capabilities could use improvement as it has caused for us to lose efficiency. The lack of customization also at times proposes issues for us as well because what works for our FI may not work for others and vice versa.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Sageworks lending is helping our FI to become more efficient in our processes and has given us the ability to include our entire process with one workflow for our commercial loans.

  ### 19. Sageworks Lending

**Rating:** 3.5/5.0 stars

**Reviewed by:** Joe E. | LOS Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 06, 2026

**What do you like best about Abrigo Loan Origination?**

with integrations, it has everything in one place

**What do you dislike about Abrigo Loan Origination?**

screens are too busy.  Would like to see only what is needed

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

If its not in Abrigo, it does not exist.  Allows me to report on everything

**Official Response from Jane Stocum:**

> Thanks so much for the thoughtful feedback! We love hearing that having everything in one place,  especially with integrations, makes reporting easier for you. We also appreciate the note on screen layout and will share that with our team as we continue working to simplify and streamline the experience. 

  ### 20. Effortless Customization and Management, No Coding Needed

**Rating:** 4.5/5.0 stars

**Reviewed by:** Renzo E. | Asst. Manager of Direct Lending, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2025

**What do you like best about Abrigo Loan Origination?**

The process is straightforward for the commercial team and also simple to manage from the Admin side. There is no coding required, and most of the workflows can be customized to fit our needs.

**What do you dislike about Abrigo Loan Origination?**

They could use improvements with small loans

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

They have been great to deliver most of our needs

**Official Response from Jane Stocum:**

> Thanks so much for the feedback! We’re glad to hear the straightforward process and customizable workflows are working well for both your commercial team and admins. We appreciate the input on small loans too, and we’re happy to know we’re meeting most of your needs. Feel free to reach out if anything else we can improve on comes to mind!

  ### 21. End-to-End Loan Lifecycle Platform with Strong Risk, Compliance & Scalability

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 05, 2026

**What do you like best about Abrigo Loan Origination?**

1. End‑to‑End Loan Lifecycle Coverage
2. Strong Credit & Risk Analysis Capabilities
3. Regulatory & Compliance Alignment
4. Centralized Data & Better Visibility
5. Customizable Workflows & Policies
6. Integration‑Friendly Platform
7. Improved Operational Efficiency
8. Scales Well for Growing Institutions
9. Examiner‑Friendly Reputation

**What do you dislike about Abrigo Loan Origination?**

1. Innovation Pace Feels Conservative
2. Reporting Isn’t Always Plug‑and‑Play

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Problem: Fragmented, Spreadsheet‑Driven Lending Processes. Abrigo Solves It by:

1. Centralizes applications, spreads, credit analysis, approvals, and monitoring into one system
2. Keeps borrower, guarantor, and exposure data connected across the lifecycle

Benefits: 
1. Single source of truth
2. Reduced operational risk

**Official Response from Jane Stocum:**

> Thank you for the detailed feedback. I'm so glad Abrigo is helping centralize your lending process and create a true single source of truth. It’s great to hear the Abrigo platform is helping drive efficiency for your organization. We also appreciate the candid notes on innovation pace and reporting, and we’ll be sure to share that with our team. Please let us know if we can do anything else to support you!

  ### 22. Abrigo will  streamline the entire credit event!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jana M. | VP, Senior Loan Operations Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2025

**What do you like best about Abrigo Loan Origination?**

I like the overall increase to efficiency and visibility.  Abrigo is easy to use and has great training materials. Implementation was very organized and easy.   Abrigo offers a lot of additional product features and various integration making it possible to automate a lot of process to save time and move loans along quicker.    We use Abrigo from the loan application process to spreading and analysis all the way through our back office.  We use the system to help with our client correspondence and ticklers due to how easy and user friendly the interface is compared to other systems in the Bank.

**What do you dislike about Abrigo Loan Origination?**

There isn't really anything I don't like.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

The workflows helped us manage our volume and replaced timely manual work in progress reports.  We also moved our ticklers from our core and adverse action from our documentation software because we like the  ticklers and correspondence in Abrigo better due how easy is it is to set up and use.

  ### 23. Sageworks is an efficient loan platform with wonderful customer service and product enhancement.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 04, 2021

**What do you like best about Abrigo Loan Origination?**

The flexibility for customization to suit your financial institution, along with the excellent customer service, really stand out.

**What do you dislike about Abrigo Loan Origination?**

If I had to mention a drawback, it would be the current limitations found in Advanced Reporting.

**Recommendations to others considering Abrigo Loan Origination:**

If you are looking for a platform that can handle all lending needs, SW is the software you need.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

The lending practices remain consistent across all markets and branches.

**Official Response from Jackie Myers:**

> Thank you for your review.  We appreciate you taking time to provide us with honest feedback on our flexible rate sheet and dynamic application. We have taken your recommendation about advanced reporting to the Product Team. We always enjoy getting feedback directly from those that use our product.

If you have any additional feedback to provide, please email me directly at jackie.myers@abrigo.com. Thanks again for your feedback.


  ### 24. All-in-One Platform, but Collateral Workflows Can Be Tricky with Horizon Core

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Abrigo Loan Origination?**

The ability to have everything in one platform.

**What do you dislike about Abrigo Loan Origination?**

With our Horizon core, some things with collateral can be a bit difficult.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Consistency. We had lenders using Excel spreadsheets before this program.

**Official Response from Jane Stocum:**

> Thanks for the feedback! We’re glad to hear having everything in one platform has helped create more consistency for your team and move away from manual spreadsheets. We also appreciate the insight around collateral workflows with Horizon core and will continue working to make those processes smoother.

  ### 25. Using Abrigo LOS has streamlined our loan origination process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2025

**What do you like best about Abrigo Loan Origination?**

The most helpful aspect of Sageworks Lending is its streamlined, step-by-step loan origination process—from customer profile creation to underwriting, approval, and closing.

**What do you dislike about Abrigo Loan Origination?**

No real dislikes, I appreciate that there is a continual effort to improve the system.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Sageworks Lending has helped with consolidating communication and documentation between several departments into one place.

**Official Response from Jane Stocum:**

> Thanks so much for the kind words! We’re really glad the streamlined process and centralized communication are making things easier for your team. We appreciate the support and are always working to keep improving!

  ### 26. Abrigo - All -in -one

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 04, 2025

**What do you like best about Abrigo Loan Origination?**

The sheer amount of things you can accomplish.   we have loved the new ai tools deployed by Abrigo.  they are able to automate a lot of the mundane tasks with their new small business module.   they are also top of class when it comes to service - any issue you have is usually resolved withing minutes.  if not, they will reach out and keep the line of communication open on longer issues.  Abrigo is phenomenal.

**What do you dislike about Abrigo Loan Origination?**

Sometimes we have some issues with pricing with the amount of work we do to help Abrigo deploy new solutions.  We are beta testers for a lot of new items.  We understand its a business, but with all the help we have provided,  we wish to have better pricing.  Still extremely competitive with the market!

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Taking care of our application intake,  our checklists, credit report, automation of mundane tasks.  Streamlining processes.

  ### 27. Good System, Abrigo really listens to the customer and makes changes as needed

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 07, 2022

**What do you like best about Abrigo Loan Origination?**

That Abrigo makes changes for our needs.

**What do you dislike about Abrigo Loan Origination?**

Not a Consumer lending LOS, needs changes.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Auto decisioning for consumer loans

**Official Response from Libby Sharman:**

> Thank you for your review and input. We have some big things coming for both our SMB and Consumer LOS capabilities so we hope to help you address those needs even more efficiently going forward. And we will continue to take and run with your feedback as often as possible, so keep the ideas coming! Libby Sharman, Abrigo

  ### 28. Outstanding Product with Exceptional Support & Implementation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Abrigo Loan Origination?**

The Product, Support & Implementation teams.

**What do you dislike about Abrigo Loan Origination?**

There's not anything I can think of that I dislike.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Helps us manage our commercial loans.

**Official Response from Jane Stocum:**

> We're so glad to hear you’ve had a great experience with our Product, Support, and Implementation teams. We love hearing that our LOS is helping your team manage commercial loans more effectively. We appreciate your partnership!

  ### 29. User Friendly and Works for Everyone

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paige  S. | Business Services Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2025

**What do you like best about Abrigo Loan Origination?**

Our credit union doesn't have all of the modules available, but even if you have a basic version of Abrigo, they have all of the resources to continue to support all steps from underwriting to loan pipeline processing to loan servicing.  The implementation was seamless and there is a lot of support along the way.  All members of our department can use it pretty efficiently and we're always learning new things.

**What do you dislike about Abrigo Loan Origination?**

I don't see really any downsides.  It has integrated in every step of the loan process.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Our credit union didn't have a loan origination system at all, we were using spreadsheets to track, underwrite, etc.  This solution helps all sections of the department to communicate effectively and makes the process streamlined.

  ### 30. Versatile Operating & Origination System

**Rating:** 5.0/5.0 stars

**Reviewed by:** John G. | Senior Underwriter, Banking, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 12, 2025

**What do you like best about Abrigo Loan Origination?**

Sageworks Lending is a solid "catch all" loan origination system, that enables various sections of underwriting/lending staff to get their jobs done in a centralized place. From customer profile creation, to underwriting, to approval, then closing, the Sageworks Lending platform provides us, as end-users, with a clean step-by-step process that allows us to effectively and consistently originate loans for our customers.

**What do you dislike about Abrigo Loan Origination?**

From a operating system/platform standpoint, I haven't encountered any issues with Sageworks Lending that I would outright say that I dislike. There can sometimes be a slight lag (or lull) in the systems speed, but I think that has more to do with the overall number of users that are logged in and working in the platform at any given moment.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Sageworks Lending provided our organization with a centralized system in which we can all operate within and underwrite/originate our customers loan requests. The benefit provided is the fact that it's made our underwriting more consistent throughout our organization, plus if the step-by-step processes are followed correctly and consistently then our overall erorr rate per loan request drops significantly.

  ### 31. Great Updates and User Feedback, But Reporting Tool Has a Learning Curve

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 31, 2025

**What do you like best about Abrigo Loan Origination?**

I like that Sageworks is consistently updating and making enhancements. Customers can vote on ideas that will make their processes better. Sageworks listens to these ideas and makes the updates accordingly.

**What do you dislike about Abrigo Loan Origination?**

The reporting tool requires some knowledge to be proficient. It is not the simplest tool to just dive in and start creating reports.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Their recent update of the Docusign integration helps us provide faster turnaround times, reduced paperwork and enhanced convenience to our clients.

  ### 32. Powerful Credit and Lending software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael S. | Vice President - Senior Credit Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 03, 2025

**What do you like best about Abrigo Loan Origination?**

Sageworks is extremly easy to use. There is alot of customization options to fit the needs of your organization and increase productivity.

**What do you dislike about Abrigo Loan Origination?**

There are some options that they could make a little more intuative but the support team is always helpful to find an alternative and suggest the idea to the product development team.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Sageworks provides a platform to house our analysis, documents and anything related to the loan servicing. It makes it easier to provide excellent customer service to the lending staff with consistent analysis. The ease of locating past spreads and work, allow the analysis to have a better ability to pick up from the last analysis.

  ### 33. Love Sageworks

**Rating:** 5.0/5.0 stars

**Reviewed by:** C S. | Funder &amp; QA, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2025

**What do you like best about Abrigo Loan Origination?**

Great way to stay organized and on task.

**What do you dislike about Abrigo Loan Origination?**

no downside just great product, I would recommend!

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

making sure the loan is in order by tasks

  ### 34. Credit Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jenn  G. | Senior Credit Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 07, 2022

**What do you like best about Abrigo Loan Origination?**

The continued enhancement or upgrades the system provides us, along with supportive training

**What do you dislike about Abrigo Loan Origination?**

At times the system can be a bit sluggish and the standard report could use more formating enhancement capabilities

**Recommendations to others considering Abrigo Loan Origination:**

I would recommend it based on thier easy to use system and great customer service team.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Having one system for all department users and seeing what stage your loan is at during the process.

**Official Response from Jackie Myers:**

> Thank you for your review, Jenn.  We are glad to hear that you have found Sageworks enhancements and training beneficial. We always enjoy getting feedback directly from those that use our product. We have taken your recommendation of increased site speed and standard report input to our Product team. 

If you have any additional feedback to provide, please email me directly at jackie.myers@abrigo.com. Thanks again for your feedback.


  ### 35. Customizable Lending product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2025

**What do you like best about Abrigo Loan Origination?**

The options available can cover a lot of functions and the ability to customize to your company needs is great.
it is ease to use as long as you do your homework (how to use it). it is user friendly and has great frequency of use.
Customer service is amazing due to knowledgeable representatives and fast responses.

**What do you dislike about Abrigo Loan Origination?**

Even though it has great feature and availability for customization, some very detailed aspects of data processing is still not where i would like to see it.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

monitoring portfolio is great
CECL calculations is easy to do

  ### 36. Excellent operating system to streamline workflow and processing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sheri O. | Credit Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 03, 2025

**What do you like best about Abrigo Loan Origination?**

Credit Analysis, Standard Report, pipeline tracking, ticklers, correspondence, secure portal, customer service.  There enhancement webinars are wonderful.  They are consistently listening to their users and making enhancements that are based on user feedback.

**What do you dislike about Abrigo Loan Origination?**

I haven't encountered anything to date with the product.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Sageworks has streamlined our workflow and underwriting and approval processes.  It has saved many hours for our department.

  ### 37. Sageworks for Mid-Sized Banks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Abrigo Loan Origination?**

Sageworks provides an organized environment for document storage, workflow tracking, and reports.

**What do you dislike about Abrigo Loan Origination?**

The spreading program is tailored towards tax returns. As a mid-sized bank, many of our accounts are analyzed based on financial statements.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

A central location for document storage, workflow tracking, and reports.

  ### 38. Abrigo Sageworks Lending

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nathan W. | VP Commercial Lending Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 03, 2025

**What do you like best about Abrigo Loan Origination?**

Sageworks allows for a consistent, reliable analysis tool that assists lenders in producing accurate analysis in order to make their decisions.  Customer support is excellent.  A very comprehensive software lending platform that can streamline the lending process

**What do you dislike about Abrigo Loan Origination?**

Seems to be too many modules and add ons.  I believe some modules should be combined (bundled) and not allowed to be separated.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Sageworks provides a consistent, reliable analysis tool which allows our lenders to make informed decisions

  ### 39. Highly recommend

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kristy Y. | SVP, Risk &amp; Compliance Officer, Banking, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2022

**What do you like best about Abrigo Loan Origination?**

Very versatile, intuitive product modules. Great customer service.

**What do you dislike about Abrigo Loan Origination?**

Sometimes slow to integrate suggestions.

**Recommendations to others considering Abrigo Loan Origination:**

None

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Makes global cash flow, ticklers, and covenant monitoring a breeze.

**Official Response from Libby Sharman:**

> Kristy, thank you for taking the time to leave us this review! We appreciate your feedback. Global cash is never fun, so I'm glad to hear the Sageworks products is making your work a "breeze" where possible. If you have any other feedback, feel free to reach out to me directly at libby.sharman[at]abrigo.com.

  ### 40. Great system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2023

**What do you like best about Abrigo Loan Origination?**

It is very interactive and easy to use.  It has great software.

**What do you dislike about Abrigo Loan Origination?**

It can be overly complicated.  Its not as useful if you only have very simple loan requests.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

It solves how to take something from begining to close and have confidence in the results

  ### 41. Best All-Around Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 03, 2025

**What do you like best about Abrigo Loan Origination?**

Continuously improving and developing new features.

**What do you dislike about Abrigo Loan Origination?**

Sometimes the improvements can be hard to get everyone on board, but sageworks does great with training and keeping users up to date on feature enhancements.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Working as a CRM system!

  ### 42. Great Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Keegan L. | Vice President, Portfolio Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 29, 2022

**What do you like best about Abrigo Loan Origination?**

I love the fact that I can see all the items I am working on. It really provides the team full transparency.  This really helps reduce any redundancies.  
When comapred to the other softwares, this truly is a one stop shop.

**What do you dislike about Abrigo Loan Origination?**

I truly wish the in industry data was more robust. 
While we are provided a baseline, I would still like to see what is happening in the specific industry similar to IBIS reports.

**Recommendations to others considering Abrigo Loan Origination:**

None

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

The problems that are solved are: 
1) Any changes mades can be quickly updated and refeshed on all of the documents. 
2) The need to check the calculus is not as pressing as we can see it on the website. 
3) The need to call about status updates is gone with workflow.

**Official Response from Libby Sharman:**

> Keegan, thank you for taking the time for the review, especially calling out the data flow between documents/stages. I am passing along your feedback regarding the industry information to our product team, as I can understand how the qualitative information would be of help, too. If you have any other input, please feel free to contact us directly! I'm at Libby.Sharman[@]abrigo.com.

  ### 43. Strong partnership for Bank growth

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 15, 2023

**What do you like best about Abrigo Loan Origination?**

Sageworks / Abrigo is very dynamic and current with the changing environment and the needs of banks of differing sizes.  They keep us informed of their updates and improvements and are excellent in all aspects of customer service.

**What do you dislike about Abrigo Loan Origination?**

Abrigo has a lot of arms of business which have come together from a variety of backgrounds.  At times, there seems to be a disconnect between what is possible today, what is close on the radar and what is completely ready for market.  However, the employees are excellent!  We have not had any problems where we couldn't come to a win-win solution.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

The workflow capabilities from start to finish of the loan process have really improved all aspects of efficiency in our process.  The elimination of status update phone calls and emails alone has saved so much time!  Everyone can log on to see where a loan is in process and who is working on it.  Additionally, the reporting aspects are good.

  ### 44. Great tool for workflow & accurate reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brandi G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 14, 2023

**What do you like best about Abrigo Loan Origination?**

The workflow and Advanced Reporting modules are my absolute favorite. Workflows can provide information as to where processes may need to be improved due to bottlenecking and also used as a resource to ensure all due diligence as well as compliance musts are followed. We use Advanced Reporting to create exception reports that are utilized by the entire lending staff including management. The report is well written, organized and can provide exception percentages for each officer and can be pulled real time.

**What do you dislike about Abrigo Loan Origination?**

The Relationship management module can be difficult to maintain only because the options the user has to create a group are vast and everyone seems to do it differently which can result in reporting inefficiencies down the line.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Effective reporting, allowing the bank to minimize exceptions.

  ### 45. Good all-encompassing LOS software suite.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Edwin d. | Business System Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 03, 2023

**What do you like best about Abrigo Loan Origination?**

The versatility and flexibility which Sageworks offers in their workflows and loan booking. The integration with a customer-facing portal is also very nice. However, we have not been using that to the fullest extent. Also worth mentioning is the amount of modules and well-integrated 3rd party software to complement to suite.

**What do you dislike about Abrigo Loan Origination?**

The main pitfall of Sageworks is that while all the basics are there, the devil is in the details. If you keep to the beaten tracks, it is smooth sailing. Trying to accommodate more custom and or complex products is a challenge.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Streamlining and automating our Loan origination process while piggybacking on the auxilary software for regulators like CECL/CRA/HMDA

  ### 46. Responsive to feedback and continuously improving!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 19, 2022

**What do you like best about Abrigo Loan Origination?**

Sageworks allows many different types of information to be spread and groups for businesses. Also, after running the credit analysis, it will compare the financials against other businesses with the same NAICS code to see how it compares to their peer group. This can help save time for underwriting.

**What do you dislike about Abrigo Loan Origination?**

There are a large number of features, and it can be overwhelming to start to work through. I wish there was more formalized training for new employees to go through when they are first starting.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

We are able to run different reports with our information from Sageworks, and merge fields from the core processing system. It is saving a large amount of back and forth.

  ### 47. Good program with great customer service!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2023

**What do you like best about Abrigo Loan Origination?**

The ease of use of the Sageworks Lending program makes spreading and analyzing financials easier than ever. If you ever have a question on the customer support team has been great in getting answers quickly.

**What do you dislike about Abrigo Loan Origination?**

I wish the analysis showed multiple years of dscr without having to click into the historical dscr coverage tab on the spreads.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

Before Sageworks we worked out of formulated Excel spreadsheets. Those spreadsheets sometimes had formulas overwritten which would cause incorrect data to populate and then cause more time going back and correcting formulas and data so that information showed correctly

  ### 48. Initial training, not so good for my title.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 10, 2023

**What do you like best about Abrigo Loan Origination?**

It practically does all the work for you

**What do you dislike about Abrigo Loan Origination?**

As a newer user, sometimes it takes quite a while to figure out where the system is pulling numbers from.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

I can't save it's solving a problem but, making anaysis easier.

  ### 49. Credit

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 17, 2023

**What do you like best about Abrigo Loan Origination?**

The system is very intuitive for users to learn.  The system is also configurable by the business line with little to no IT support needed interally.

**What do you dislike about Abrigo Loan Origination?**

Some lack of customization and functionality.  Limitations when exporting deals to loan doc software.  Lack of loan boarding functionality.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

pipeline transparency, document portal available to customer, document management internally, visibility into bottlenecks, minimizing need to send emails or reminders to other groups on tasks that need to be done

  ### 50. Comprehensive product for financial analysis

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kristy Y. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 11, 2023

**What do you like best about Abrigo Loan Origination?**

tax return reader makes spreading financials efficient.  Global nature of the product makes it very accurate.

**What do you dislike about Abrigo Loan Origination?**

Pricing is high for what it is.  Modules could be bundled.

**What problems is Abrigo Loan Origination solving and how is that benefiting you?**

No problem that this is solving.


## Abrigo Loan Origination Discussions
  - [How much does sageworks cost?](https://www.g2.com/discussions/how-much-does-sageworks-cost) - 2 comments

- [View Abrigo Loan Origination pricing details and edition comparison](https://www.g2.com/products/abrigo-loan-origination/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-28+16%3A32%3A06+-0500&secure%5Bsession_id%5D=eb5dc83a-93f8-440b-922e-0c980bba000b&secure%5Btoken%5D=06a6a4de9b28047297f6fdd481ffc18cc53168e91a3fc2ce495163109fd256ac&format=llm_user)
## Abrigo Loan Origination Integrations
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Equifax Ignite® for Financial Services](https://www.g2.com/products/equifax-ignite-for-financial-services/reviews)
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  - [PortX](https://www.g2.com/products/portx/reviews)
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  - [Symitar EASE](https://www.g2.com/products/symitar-ease/reviews)
  - [UCC Hub](https://www.g2.com/products/ucc-hub/reviews)

## Abrigo Loan Origination Features
**Agentic AI - Loan Origination**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Proactive Assistance
- Decision Making

**Agentic AI**
- Cross-System Integration
- Multi-Step Planning
- Autonomous Task Execution
- Autonomous Task Execution

**Reporting & Analytics**
- Export Capabilities
- Custom Reports
- Dashboards & Visualizations

**Compliance & Security**
- Audit Trails
- Role-Based Access Control
- KYC/AML Compliance

## Top Abrigo Loan Origination Alternatives
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