--- title: Abrigo Loan Origination Reviews meta_title: 'Abrigo Loan Origination Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 84 reviews by the users' company size, role or industry to find out how Abrigo Loan Origination works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 84 scale: '5' date_modified: '2026-08-07' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # 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:** 84 ## 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 workflow** in Abrigo Loan Origination, enhancing efficiency and organization across processes. (13 reviews) - Users commend Abrigo Loan Origination for its **excellent customer support** , noting quick responses and effective communication. (11 reviews) - Users value the **ease of use** of Abrigo Loan Origination, making financial analysis and setup seamless and efficient. (9 reviews) - Users highlight the **extensive customization options** of Abrigo, enhancing user experience and institutional fit. (7 reviews) - Users appreciate the **user-friendly interface** of Abrigo Loan Origination, enhancing workflow and collaboration across modules. (7 reviews) - Users appreciate the **versatile platform** of Abrigo Loan Origination, enabling customized solutions and streamlined loan processes. (7 reviews) - Users value the **seamless workflow automation** in Abrigo Loan Origination, enhancing efficiency and transparency in loan processes. (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 find the **loan decisioning module inadequate** , making it less effective for simple loan requests and printing issues. (5 reviews) - Users report **poor performance** with Abrigo, notably sluggishness and cumbersome processes affecting efficiency and customization. (3 reviews) - Users express concerns about **high costs** , wishing for better pricing despite the competitive market and extensive support provided. (2 reviews) ## Abrigo Loan Origination Reviews ### 1. 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 ### 2. 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. ### 3. Sageworks Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2023 **What do you like best about Abrigo Loan Origination?** Consistency of presentation, automatically updating of customer loan and deposit balances with our Core system, and ability to check loan profitability. **What do you dislike about Abrigo Loan Origination?** It is unable to automatically print in PDF or something other than Word. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Create consistency in presentations so that all necessary loan elements are included. A system that can house all customer loan financial information to continue to build a historical trend analysis without having to retype historical information. ### 4. Sageworks has helped streamline our lending decision process **Rating:** 5.0/5.0 stars **Reviewed by:** angelo T. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Abrigo Loan Origination?** The ability to produce consistent loan presentations for loan committee to review has been one of the biggest advantages of going to Sageworks. **What do you dislike about Abrigo Loan Origination?** The only issue we have ever is the font size for printing loan request. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Sageworks has streamlined our lending process so loan presentations are consistent each time. ### 5. Sageworks provides a level of flexibility that perfectly aligns with our bank's unique needs. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Abrigo Loan Origination?** The company's commitment to excellence is evident in their responsiveness to ever-changing market conditions, ensuring that we stay ahead of the curve and adapt effectively. **What do you dislike about Abrigo Loan Origination?** Support can be slow and not always knowledgeable. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Sageworks' credit memo feature has improved our lending practices, enabling us to modernize and streamline our approach. ### 6. Bank of Yates City Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Abrigo Loan Origination?** Been using for Credit Analysis for 10+ years and is always chaning to keep up with the times. Ease of use and very user friendly without being complex. **What do you dislike about Abrigo Loan Origination?** I Dont have any. Everything works just fine. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Centralized location for all information ### 7. Great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Abrigo Loan Origination?** The up to date tax retuns are helpful... **What do you dislike about Abrigo Loan Origination?** can be difficult when using two differnt tax years **What problems is Abrigo Loan Origination solving and how is that benefiting you?** it helps keep track on loan aggreage for each borrower, which has been helpful when looking at concentration and limits for borrowers ### 8. We just started using Sageworks within the past 6 months. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2022 **What do you like best about Abrigo Loan Origination?** I like that it keeps the process of the new loan organized for us and we don't have as much paper. **What do you dislike about Abrigo Loan Origination?** I haven't found anything that I dislike yet because I'm new to the process. **Recommendations to others considering Abrigo Loan Origination:** I recommend Sageworks because it will make the loan process easier and more efficient as time goes on. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Sagework lending has not solved any problems for me because we just got up and running with our system. **Official Response from Libby Sharman:** > Welcome to the Abrigo Community as a new user! We appreciate you taking the time to leave your feedback, and we look forward to supporting you. ### 9. Sageworks Lending software **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa M. | VP of Business Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2022 **What do you like best about Abrigo Loan Origination?** We have been using the Sageworks Lending software for over 3 years. It has provided us with so much efficiency and it has allowed us to expand without adding more resources. It has increased loan turnaround time and allowed us to participate in the PPP program, helping hundreds of business owners, which we would not have been able to do without Sageworks. We use a lot of the lending modules and love how everything integrates, creating efficiency and ease of use. **What do you dislike about Abrigo Loan Origination?** Change is hard for people, so while the software is great, sometimes it's hard to get people to change their way of doing things, even if it is more efficient. Luckily, Sageworks also offers Change Management consultants, that can assist with this. **Recommendations to others considering Abrigo Loan Origination:** Consider the modules that will give you the most efficiencies to start with. You can always add more modules later. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** We had a difficult time getting documents from clients, keeping organized with deals, and getting loans through the process efficiently. Sageworks has helped us with all of that, including having all of our loan documents electronically imaged and easily available in the system. We are also now able to send Loan Applications and requests for documents electronically, get electronic signatures on loans, and have all documents automatically filed in the Document Library. Clients love it! **Official Response from Libby Sharman:** > Lisa, thank you very much for taking the time to leave us a review! And I'm glad to hear about the efficiency gains in particular, something every business is looking for right now. If you have any other product feedback you'd like to share, feel free to reach out to me directly at at libby.sharman[@]abrigo.com. Thank you again, and we are excited to serve you! ### 10. Leader in the community banking space. **Rating:** 5.0/5.0 stars **Reviewed by:** Robert D. | Consulting Solutions Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about Abrigo Loan Origination?** After evaluating numerous LOS solutions, Abrigo Sageworks was a clear winner based on pricing, functionality, speed of deployment, and resources to manage. The company is innovative and very focused on a core industry of US-based community banks. They have a suite of products that complement each other and a growing ecosystem of partners to extend the capabilities of the platform. There is a RESTful API to extend the capabilities of the system beyond the OOB features. The built-in reporting writer isn't mind-blowing but it does expose all the data in the system. **What do you dislike about Abrigo Loan Origination?** There is some intermittent latency on page loads but it could be internal to our network infrastructure. The workflow engine is more of a checklist, so the name is misleading. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Commercial loan origination and underwriting. Integration with popular doc prep platforms. Tickler management. **Official Response from Libby Sharman:** > Robert - thank you for taking the time to leave a review! I reached out to our implementation re: your point about workflow. Mark above had some recommendations, but I'd also recommend we ensure your institution is using Global Automation as well as Optional Phase Logics to make the most out of the product. If you'd like, I can connect you directly with the implementation team? Feel free to reach out to me at Libby.Sharman[at]abrigo.com. We also have some UX changes coming soon to make it even easier for Workflow users to advance the project. So stay tuned for that and more automation! But thank you again for the review and all your kind words. ### 11. Flexible, powerful and comprehensive LOS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Abrigo Loan Origination?** Sageworks offers a lot of flexibility to fit our bank's needs. There are multiple built-in integration points for other systems, which is essential to creating a complete LOS. The company seems to be committed to building a modern LOS, and they are very responsive to market conditions. **What do you dislike about Abrigo Loan Origination?** Abrigo is a great company. However, they do seem to stretch their limitations a bit too much sometimes. Support can be slow depending on the team you need and how many team members that team has. Being able to pivot quickly to their customer's needs often appears to be more important to them than ensuring they have thoughtfully considered their approach and the necessary support needs. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Sageworks has helped our bank modernize its approach to lending. Instead of multiple channels for collecting loan documentation, we now have a single system to streamline that process. Additionally, we have been able to move away from paper loan applications to an online version with very little effort due to Abrigo's commitment to building an easy-to-use tool for creating a client-facing application. ### 12. Maximized Efficiency Using Sageworks Lending **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca A. | EVP, Chief Credit & Risk Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Abrigo Loan Origination?** Dynamic Application allows us to streamline the application process for the client and it's customized for our institution. **What do you dislike about Abrigo Loan Origination?** The Loan Decisioning module is not fully functional for my institution's needs. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** The applicant can use Dynamic Application to upload their required documents at the time of application. That allows us to go straight to underwriting and deliver a very quick loan decision. ### 13. Excellent products & customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason M. | Senior Credit Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2022 **What do you like best about Abrigo Loan Origination?** The platform is fairly easy to use & provides detailed output. Sageworks as a whole provides excellent customer service. **What do you dislike about Abrigo Loan Origination?** Simple returns can be completed faster in an excel spreadsheet. The cost of the software is a little more on the expensive side for smaller institutions. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** The platform has made the analysis & administration process more streamlined & detailed. This has also saved us time in the analysis process on more complex cash flows. **Official Response from Libby Sharman:** > Jason - thank you for taking the time to leave feedback, and we appreciate your input. We have some integrations coming out soon that may make even simple returns really easy to import without keying in data, so stay tuned in case that can help your fastest reviews! Thanks again, and feel free to reach out directly if you have any other feedback: libby.sharman[at]abrigo.com. ### 14. Sageworks (Abrigo) team is responsive to our questions and needs for Commercial Banking platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Robin K. | Vice President, Commercial Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Abrigo Loan Origination?** The ease of working with our Abrigo team members has been superior. We started with the Credit Analysis features with our teams. Our experience is a true partnership to accomplish our needs with Customer Relationship Management (CRM) in tracking Activities and Opportunities for Prospects and Customers. The Loan Application and Workflow (Checklists) processes allow our teams to work through steps and compliance needs. The Document Library and Client Portal are areas to work with clients with security and ease. We use the third-party features of Personal Credit Reports, Business Credit Reports, and Adobe e-Sign, which our teams find to enhance their processes. We also utilize the HMDA utility for compliance reporting. We just added our Tickler system to Abrigo and are delighted with the results. We have used Abrigo University to train all of our team members. **What do you dislike about Abrigo Loan Origination?** Sometimes the delay in getting data into Reports finds some lag time, e.g., Business Credit Reports data. Abrigo resolved this in November 2021. The restriction of updating data fields in Customer and Loan records without making a User Defined field in another tab does not always flow for complete information. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** I currently do not have any Open Cases. Abrigo has worked to complete My Open Cases. **Official Response from Jackie Myers:** > Thank you for your review, Robin. We are glad to hear that you have a positive experience working with our Team and utilizing the resources in our Abrigo University for training. We have taken your feedback of getting data into reports and updating data fields to our Product team. We always appreciate 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. ### 15. Simple Credit Analysis Module **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick C. | Vice President/Senior Lender, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2022 **What do you like best about Abrigo Loan Origination?** I like that the input screens look just like the tax return from which the information is being derived. **What do you dislike about Abrigo Loan Origination?** Some of the pages do total so you can easily verify column input. Ag module is not included in Sageworks Lending Module **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Sageworks provides a fast and efficient way to perform the credit analysis function. which allows our credit analysis team to keep up on analyses and annual reviews. **Official Response from Libby Sharman:** > Patrick - thank you for your feedback and for taking time to leave the review! Glad to hear that you use the tax return screens, and we have some new integrations coming out soon that could make your data entry process even faster. Stay tuned. But if you have any additional feedback or would like to talk with our product team, feel free to reach out. libby.sharman[at]abrigo.com. Thank you again! ### 16. Sageworks Lending Exceeds Expectations **Rating:** 4.5/5.0 stars **Reviewed by:** Joseph C. | Business Credit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2022 **What do you like best about Abrigo Loan Origination?** Loan Decisioning is an excellent tool to streamline the credit decision process for smaller loans once the proper metrics are established. Excellent combination of modules to integrate into the Credit process from spreading financial statements, creating credit presentations, building an online application and streamlining the loan decision. Customer support is excellent! **What do you dislike about Abrigo Loan Origination?** Not all aspects are "intuitive", but the Abrigo/Sageworks team is constantly making changes and upgrades to the system. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** The primary focus of my team is credit analysis and underwriting. Sageworks Lending is assisting us to streamline our underwriting process thus saving time in getting loans approved and closed. **Official Response from Libby Sharman:** > Joseph, thank you for taking the time for a review! We are glad to hear that the spreading and analysis functionalities are up to snuff for your Credit Team, and that you've been able to streamline the process for smaller loans. We have some enhancements coming out soon that will hopefully continue to shave time off your process and data entry. So stay tuned! Thank you again ### 17. Abrigo's Sageworks Lending Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2022 **What do you like best about Abrigo Loan Origination?** The workflows are highly customizable to the individual bank and help us move loans from start to finish is a uniform fashion. **What do you dislike about Abrigo Loan Origination?** There is a growing number of add-ons and integrations, which is great, but seems like there is starting to be an additional fee around every corner. **Recommendations to others considering Abrigo Loan Origination:** Review all other products out on the market first, then you'll see Sageworks will surpass them all. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** The company is very responsive to our requests and many times are proactive in meeting our needs prior to us realizing what our needs are. **Official Response from Libby Sharman:** > Thank you for your feedback! We appreciate you taking the time to leave the review. We try to avoid over-customizing, so I'm glad to hear the workflow configurations have hit the mark for your institution. And we will continue to take and run with your feedback as often as possible, so keep the ideas coming! Libby Sharman, Abrigo ### 18. Successful Partnership with Abrigo Lending & Our FI **Rating:** 5.0/5.0 stars **Reviewed by:** Izzy I. | AVP - Product Solutions Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Abrigo Loan Origination?** I like best that our suggestions are given high consideration. Our cases have responses in record time and I've come to recognize most of the Client Support Reps at Abrigo. **What do you dislike about Abrigo Loan Origination?** One thing I've noticed is that there are multiple places to enter the same information. I.e. NAICS code can be found under "Customers" and "Loans" tabs and both can potentially mismatch. That's just one painpoint. **Recommendations to others considering Abrigo Loan Origination:** We've been a reference for Abrigo over the past several years now. We're happy to continue to do so for anyone considering Abrigo for Lending. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** I've realized that once our Lending/Underwriting team familiarize themselves with the system, they acknowledge and appreciate what a truly robust LOS it is. **Official Response from Jackie Myers:** > Thank you for your review, Izzy. We are glad to hear that you have a positive experience submitting suggestions and support. We have taken your recommendation on multiple places to enter the same information to our 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. ### 19. Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Darcy J. | Commercial Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2022 **What do you like best about Abrigo Loan Origination?** Best implementation process I've been involved with - clear plan, on schedule and knowledgable resources **What do you dislike about Abrigo Loan Origination?** Internal resource estimates were under estimated **Recommendations to others considering Abrigo Loan Origination:** Dedicate the resources during implementation **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Automation, single point of entry, digitization **Official Response from Libby Sharman:** > Darcy - we appreciate you taking time to review the product and your implementation process! I'm glad to hear your experience was positive. Thank you, again! Libby Sharman ### 20. Powerful tool and so far great support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2022 **What do you like best about Abrigo Loan Origination?** Receptive to our needs and ability to make credit decisions. **What do you dislike about Abrigo Loan Origination?** Consumer loan system not fully functional to capture all GMI data. However, they are currently working on improving this. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** They listen to our issues and while can't promise to do it all, they at least listen and work toward improvements when possible. ### 21. Best in Class Products, Best in Class Service **Rating:** 5.0/5.0 stars **Reviewed by:** Mark M. | Commercial Credit Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2022 **What do you like best about Abrigo Loan Origination?** The products work together like a charm. Moreover, the customer service is the best I have encountered, no hyperbole. **What do you dislike about Abrigo Loan Origination?** The Document Library is missing an excellent opportunity to be a cloud-based cold storage solution. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Insights into exceptions, process timelines, identifying bottlenecks in origination, and increasing productivity. **Official Response from Libby Sharman:** > Mark, thank you very much for taking the time to leave us a review! We appreciate your candid feedback. If you'd be willing to talk with our product team more about the opportunities with Doc Library, I'd love to connect you and see how we can incorporate those ideas. You can reach me directly at libby.sharman[@]abrigo.com. But thank you again, and we are excited to serve you! ### 22. PPP Loans **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Abrigo Loan Origination?** We loved the Lending feature for our PPP loans. We hadn't really had a need for it before that. Our customers and officers were able to navigate both the origination and forgiveness side for their loans with ease. Very user-friendly. **What do you dislike about Abrigo Loan Origination?** There were some limitations that we had to work around with the PPP applications. Some of it had to do with how quickly updates were being pushed out - and some of the issues came about when Sageworks changed things and then didn't give us the option to continue to proceed as we had before the update. **Recommendations to others considering Abrigo Loan Origination:** We've been long time users of Sageworks and their different products. They are a great company to work with. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** We only used the "Lending" application portion for PPP loans, and it was a lifesaver. There would have been no way for us to complete 1500+ apps for the second draw had it not been for Sageworks nor the forgiveness of them without it. There were only 2 of us bank-wide that had access to actually submit new applications, and the platform allowed us to keep track of all our in-process apps. **Official Response from Jackie Myers:** > Thank you for your review. We are glad to hear that you have a positive experience with the lending feature for your PPP loans. We have taken your update recommendations to our 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. ### 23. Consistency, Efficiency, Accountability **Rating:** 5.0/5.0 stars **Reviewed by:** Ashton K. | Credit Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Abrigo Loan Origination?** The most beneficial aspect of Sageworks lending is its ability to reduce redundancy and produce accurate, reliable cash flows. The software is very versatile and able to accommodate any loan. **What do you dislike about Abrigo Loan Origination?** There are a few tricks and workarounds that the user must be made aware. For example, when estimating a LOC, Sageworks will estimate the full amount of the line as p&i payments, instead of fully advanced, interest only. The way around that is simply entering the term as >13 months or setting the type of loan to "revolving LOC." **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Efficiency. A $100 million bank with 12 employees was able to do $27 million in PPP loans because of the Sageworks Lending Software. **Official Response from Jackie Myers:** > Thank you for your review, Ashton. We are glad to hear that you have a positive experience with the versatility of Sageworks Lending. We have taken your feedback to our Product team with your experience with tricks and workarounds. 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. Very robust, superior support **Rating:** 4.0/5.0 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?** I like that all of the data entered is utilized across the entire platform. There is never a time where duplicate entry is required. This is our first lending platform, so I do not know how it compares to competitors. However, we did look at Finastra's solution, and I liked this one more. **What do you dislike about Abrigo Loan Origination?** That we did not implement all modules in the beginning, we are implementing modules one at a time, which is time-consuming and you do not gain all the benefits of having the entire platform at once. **Recommendations to others considering Abrigo Loan Origination:** Implement everything at once instead of piecing it together. Make sure you have enough resources to implement the entire solution. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Having a centralized standard of commercial underwriting, client communications and requests. We also moved stress testing in-house to leverage the information entered into the software. **Official Response from Jackie Myers:** > Thank you for your review. We appreciate you taking time to provide us with honest feedback about how data entered is utilized across the entire platform. We have taken your recommendation about implementation of modules to the appropriate 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. ### 25. They have structured the program the way a lender would. **Rating:** 5.0/5.0 stars **Reviewed by:** Janie M. | Director of Credit Risk Management, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Abrigo Loan Origination?** The Group logic (much better than most core systems); the ability to make changes to the program without waiting on the vendor; the frequent improvements **What do you dislike about Abrigo Loan Origination?** I would prefer easier input of financials on the institution stress test **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Standardizing processes; visibility to origination progress. Achieving somewhat faster turnaround times. **Official Response from Jackie Myers:** > Thank you for your review, Janie. We are glad to hear that you have found Sageworks ability to make changes and frequent improvements helpful. We always enjoy getting feedback directly from those that use our product. We have taken your recommendation of easier input on financials 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. ### 26. Great Product Overall **Rating:** 5.0/5.0 stars **Reviewed by:** Lori K. | Corporate Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Abrigo Loan Origination?** I like the customer service I receive. The employees are very knowledgable and helpful and respond quickly. **What do you dislike about Abrigo Loan Origination?** Sometimes it seems like the website is slow to load pages. **Recommendations to others considering Abrigo Loan Origination:** This is a great product. The customer service and advisory team is extremely helpful. They also provide very detailed training to learn all the features they have to offer. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** We use it for our Allowance for Loan Losses and will be using it when we implement CECL next year. **Official Response from Jackie Myers:** > Thank you for your review, Lori. We are glad to hear that you have a positive experience working with our Team. We have taken your feedback of site speed to our 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. ### 27. LOS for community banks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Abrigo Loan Origination?** We already use the spread and CECL products, so adding the Sageworks LOS made a lot of sense. **What do you dislike about Abrigo Loan Origination?** The spreading software generates reports in word rather than excel so it can be difficult to manipulate the output. There are some limited options with how to analyze different borrower types. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Standardization, elimination of duplicate data entry, borrower portal, compliance monitoring. We are in the process of implementing the LOS. **Official Response from Jackie Myers:** > Thank you for your review. We are glad to hear that you added Sageworks LOS to your spread and CECL products. We have taken your recommendation of generating reports in word and analyzing different borrower types to our 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. ### 28. Excellent resource to build efficiencies in your bank. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Abrigo Loan Origination?** Easy to learn and easy for both employees and customers to use (when uploading tax returns, etc). Great resource for gathering and clearing ticklers from clients. **What do you dislike about Abrigo Loan Origination?** I honestly cannot think of a dislike. It's an excellent resource and I'm thankful my bank uses it's services. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** The biggest benefit was using it for PPP 1 & 2. That's how I learned its functionality, ability to work with client to accept applications and documents. It was a $17,000 investment which earned the bank over $1MM in fees and interest from the SBA. **Official Response from Jackie Myers:** > Thank you for your review. We are glad to hear that you have a positive experience with the ease of use of the product. 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. ### 29. Abrigo delivers what they promise ; plus **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis K. | Senior Credit Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2021 **What do you like best about Abrigo Loan Origination?** Their commitment to customer serrvice, there culture of actually listening to their clients and meeting their requests. **What do you dislike about Abrigo Loan Origination?** Individual product pricing as a opposed to platform pricing based on use **Recommendations to others considering Abrigo Loan Origination:** Excellent platform for community banks **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Underwriting, Loan Pricing, Loan Administration, Relationship Management, ALLL & CECL, risk ratings, Loan decisioning, Special Asset management **Official Response from Jackie Myers:** > Thank you for your review, Dennis. We are glad to hear that you have a positive experience with our customer service team. We have taken your feedback about product pricing to the appropriate 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 ### 30. Awesome service. Great to work with. **Rating:** 5.0/5.0 stars **Reviewed by:** Jill H. | Operations Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2021 **What do you like best about Abrigo Loan Origination?** Their service is amazing. Any need we have is met immediately and with care. If something is not feasible to be corrected within the system at this time, they take our feedback for future enhancements. **What do you dislike about Abrigo Loan Origination?** Since the merger, respond times seems to be slowigg by down a bit. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Slowing response times from support. But benefits include increased efficiency, better reporting capabilities, pipeline management and transparency within the organization. **Official Response from Jackie Myers:** > Thank you for your review, Jill. We appreciate you taking time to provide us with honest feedback about your service experiences. We have taken your feedback about response times to the appropriate 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. ### 31. The webpage portal is frozen and does not allow preview for the application **Rating:** 0.5/5.0 stars **Reviewed by:** Michael C. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Abrigo Loan Origination?** Sageworks seemed easier than submitting a paper application form if the portal worked. Also it would be nice to avoid emailing many documents to our loan officer in separate messages. **What do you dislike about Abrigo Loan Origination?** The webpage is frozen and I cannot finish my application. Also you cannot preview the questions to prepare content for quick entry into the web portal. There is no tech support or even an FAQ. There are 3 links on the page to generic security documentation, but no way to contact or receive support. If I did not trust this bank I would think it was a fake portal hastily created to appear legitimate. Also the email that the loan officer sent the original notice to was different than the email needed to log into the account. After creating a username I was unable to fill out the loan application. This required tracking down the board of director's email address and logging in with his email in the Sageworks system. **Recommendations to others considering Abrigo Loan Origination:** Consider a solution with a customer support component. This portal does not work, and has no customer support. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Loan application is the problem being solved. This software offers no benefits. ### 32. Not recommended to any of my peers **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2021 **What do you like best about Abrigo Loan Origination?** The salespeople of this company are excellent. They sell you an idea for a product that is clearly what you want, but it not delivered by their product people. It doesn't seem they communicate with the product development teams. The PPP processing and forgiveness was smooth until they updated the programs to add fields irrelevant to the process. **What do you dislike about Abrigo Loan Origination?** Frequent updates continue to make the program more difficult to use. User experience never seems to be at the forefront of their updates or concerns. Suggestions made by the actual users (customers) to improve the program are rarely implemented. I would not recommend any Bank or Credit Union for this program. **Recommendations to others considering Abrigo Loan Origination:** Please look elsewhere. Instead of seeing a demonstration, try to use it yourself. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** Sageworks does a good job with document management. **Official Response from Libby Sharman:** > Thank you for taking the time to offer feedback. We truly appreciate whenever users provide areas for improvement and actively seek out ideas through focus groups; a Client Advisory Board; Abrigo Community – our online support portal; and monthly enhancement webinars. About 80% of our roadmap is sourced from users, so I am sorry your specific ideas were not acted on or not in a timely enough manner. I’m passing your comments along to our product teams for review and action, and if you’d like to be speak directly with our product team for a focus group, we can set that up ASAP. You can contact me directly at libby.sharman [at] abrigo.com. I look forward to correcting your experience as best possible. Thank you again for posting, Libby Sharman, Abrigo ### 33. Sageworks Review **Rating:** 4.0/5.0 stars **Reviewed by:** Gail G. | Credit Administration Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2021 **What do you like best about Abrigo Loan Origination?** I like how the workflows, ticklers, covenants keep track of everything. **What do you dislike about Abrigo Loan Origination?** In the beginning, set up was difficult along with the training. **What problems is Abrigo Loan Origination solving and how is that benefiting you?** We are currently working with them on adjusting our template for easier use with our team. We are able to pull reports that help us know if items are past due. ### 34. Detailed and Cumbersome **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 25, 2018 **What do you like best about Abrigo Loan Origination?** The detailed line items that are offered **What do you dislike about Abrigo Loan Origination?** The frequent crashing, shifting of debt service metrics **Recommendations to others considering Abrigo Loan Origination:** Practice and consult frequently **What problems is Abrigo Loan Origination solving and how is that benefiting you?** High risk C&I loans that require loan workout solutions ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+02%3A52%3A43+-0500&secure%5Bsession_id%5D=96164fad-44ac-45a6-a7ee-df6850e54fc4&secure%5Btoken%5D=a6b87f07bcf06dc22b01544887243d774559b6eff26fe3e3d728b0e9e6a8f50f&format=llm_user) ## Abrigo Loan Origination Integrations - 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Student Loans - Loan Processing - CRM - Auto Loans - Data Security - Amortization Schedule - Document Management - Activity Dashboard - AI Copilot - Compliance Management - Escrow Management - Transaction History - Multi-Company - Business Loans - Borrower Management - Third-Party Integrations - Workflow Management - Data Import/Export - Electronic Payments - Investor Management - Role-Based Permissions - Contact Management - Digital Signature - Pipeline Management - Automatic Funds Distribution - Loan Portfolio Management - Approval Process Control - Document Storage - Payment Reminders - Mortgages - ACH Payment Processing - Collateral Tracking - Customizable Templates - Audit Trail - Reporting/Analytics - Alerts/Notifications - Credit Reporting - Multi-Currency - PCI Compliance - Payment Collection - API - Accounting - Multi-Channel Communication - Generative AI - Construction Loans **Agentic AI - Loan Origination** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Proactive Assistance - Decision Making - Accounting Integration - Third-Party Integrations **Agentic AI** - Cross-System Integration - Multi-Step Planning - Autonomous Task Execution - Autonomous Task Execution **Additional Functionality** - API - Pipeline Management - Workflow Management - Online Applications - Audit Trail - Payment Collection - Activity Dashboard - Self Service Portal - Status Tracking - Scheduling - Customer Database - Document Storage - Activity Tracking - Data Import/Export - Loan Processing - Cash Flow Management - Risk Management - Dashboard - For Commercial Business - AI Copilot - Financial Analysis - Generative AI - Configurable Workflow - Financial Management - Loan Origination - Customizable Reports - Loan Portfolio Management - Secure Data Storage - ACH Payment Processing - Compliance Management - Client Portal - Document Management - Borrower Management - Credit Check - Risk Assessment - Reporting & Statistics - Lead Management - Real-Time Reporting - CRM - Contact Management - Automated Decisioning/Underwriting - Customizable Branding - Task Management - Loan Management - Rules-Based Workflow - Template Management - Reminders - Client Management - Electronic Signature - Alerts/Notifications - Digital Signature - Task Scheduling - Transaction History - Accounting - Document Templates - Customizable Templates - Approval Process Control - Multi-Company - Electronic Payments - Pricing Management - Customer Management - Communication Management **Reporting & Analytics** - Export Capabilities - Custom Reports - Dashboards & Visualizations **Compliance & Security** - Audit Trails - Role-Based Access Control - KYC/AML Compliance ## Top Abrigo Loan Origination Alternatives - [TurnKey Lender](https://www.g2.com/products/turnkey-lender/reviews) - 4.7/5.0 (19 reviews) - [Finflux](https://www.g2.com/products/m2p-fintech-finflux/reviews) - 4.6/5.0 (104 reviews) - [LendingPad](https://www.g2.com/products/lendingpad/reviews) - 4.7/5.0 (166 reviews)