Event Sessions

The Office of the Comptroller of the Currency (OCC), Board of Governors of the Federal Reserve System (Board), Federal Deposit Insurance Corporation (FDIC), and National Credit Union Administration (NCUA) (the agencies), in consultation with state bank and credit union regulators, are issuing a final policy statement for prudent commercial real estate loan accommodations and workouts. This updated policy statement builds on existing supervisory guidance calling for financial institutions to work prudently and constructively with creditworthy borrowers during times of financial stress, updates existing interagency supervisory guidance on commercial real estate loan workouts, and adds a section on short-term loan accommodations. The updated statement also addresses relevant accounting standard changes on estimating loan losses and provides updated examples of classifying and accounting for loans modified or affected by loan accommodations or loan workout activity.

In this session, we will explore how lending and credit can work together in the business development process to add value to the relationships with prospects and customers. We will discuss how to position yourself as a Category of One in the marketplace. This synergy between lending and credit not only attracts customers and prospects, but also helps you to maintain your best customers and transform banking relationships.

Creating a better borrower experience doesn't have to mean a complete overhaul of your current process. Small changes in key areas can be transformative, creating a better user experience and a stronger loan portfolio. In this session, we will break down common pain points in the lending process and how to mitigate them.

Is the line confused about the contents of your institution’s credit policy? Is your policy so massive or vague (or both) that no one reads it?  Do you (or your lenders) think it is contradictory? Is your policy a mixture of policy and procedure?  It is overly prescriptive?  Do have more than 10 exceptions to policy? If the answer to any of these questions is “yes,” there is another way. In this session, discover a different way to think about policy, guidance and procedure. 

Product management will present upcoming roadmap items related to the Sageworks Lending and Credit Solutions. 

Take part in roundtable discussions oriented towards the full-time Abrigo System Administrator, including topics such as organizational structures and challenges, change management, and system upkeep.

Learn how to optimize your financial institution’s origination workflow for a seamless approval experience

Learn how adopting Credit Analysis best practices can create efficiency with speed to results, review new and upcoming Credit enhancements

Centralize your management of construction loans under the Abrigo platform and maximize the available integrations and resources. Learn more about building efficiencies and process that will benefit your bottom line.

Gain efficiencies through the Abrigo solutions that support your loan operations teams, such as sending emails in mass to collect documents electronically and automating your tickler management.

Finastra's LaserPro Cloud Connect API enables seamless integration with Abrigo Sageworks, providing credit analysts and loan servicing staff with the connectivity, efficiency, and compliance coverage they need.  With this powerful interface, LaserPro, the industry leading, compliant document generation service connects with Sageworks loan origination service (LOS) to help financial institutions make smarter, faster loan decisions.

Join us for this Solution Center presentation to learn how this integration allows Sageworks LOS users to leverage the best-in-breed features of LaserPro to:

• Streamline loan documentation creation and processing
• Reduce manual and duplicate data entry
• Reduce compliance risk
• Save time and cost
• Improve time-to-money

Resulting in an improved experience and greater satisfaction for your customers and a competitive advantage for your financial institution.