Jamie's Whitepaper Page

Life of the Loan

AccuAccount streamlines commercial lending by centralizing credit, loan, and collateral documents in a core‑integrated system, automating exception tracking, and enabling paperless routing and approvals — helping lenders work more efficiently and reduce risk. 

Imaging

AccuAccount Imaging gives banks and credit unions a core‑integrated system for managing all customer, loan, deposit, and trust documents — letting users scan, upload, or drag and drop files into a single, searchable repository. 

Tracking

AccuAccount Track simplifies exception management by automating the tracking of missing, expiring, or policy-related documents, while letting users comment on and resolve issues directly within the system.

AccuAccount Feature Overview

Go paperless, reduce exceptions, and improve your lending process with AccuAccount, an integrated imaging and tracking system from Alogent. Trusted by 32,000+ bankers to manage over 2 million loans, AccuAccount connects to 30+ core banking systems and automates the tedious aspects of loan administration. As loans are booked to your core, AccuAccount creates matching customers, accounts, and document placeholders. AccuAccount assigns expiration dates, ensuring each document is collected on time. As financials and documents are scanned in, AccuAccount clears exceptions, eliminating manual ticklers. And, each stakeholder gets a user profile, delivering real-time insights.

Conversions & Interfaces

Alogent offers the ability to convert images from other products, import data from the bank core and loan origination systems, document imports directly into AccuAccount and interfaces with barcodes from doc prep systems. In this brochure, we explain at a high level of what conversions and interfaces we've completed. Our Team is always willing to work with other products that are not listed in this document. If there is another product that is not listed, you can contact us.

AccuAccount Core Integrations

Perhaps the best part of working with Alogent is our belief in total enterprise-wide integration. With CORELink and dozens of core interface options, going paperless can be a reality for your financial institution.

AccuAccount integrates to 30+ core banking systems along with the industry’s most popular LOS (loan origination systems). Through a nightly sync, your customer and account data is kept up-to-date without any manual effort by staff. Download this integrations brochure to find out if we integrate with your banking systems.

AccuApproval Overview

AccuApproval turns loan approval into a manageable process in AccuAccount. Reduce inefficiency, increase collaboration, and accelerate time to close.

Access our introductory PDF to learn the basics about AccuApproval for AccuAccount.

AccuAccount Track

What if there was a way to bring all of your exception tracking into one cohesive system? A system that creates file conformity and consistency, yet allows each department the flexibility they need to properly track their exceptions? With our industry leading home page, organizing these documents into an effective and easy-to-use system where the visible management of your customer and account records is easily accomplished.

Hardware Reference Guide

What systems and processes does your financial institution need to have to make a document management system like AccuAccount viable? This whitepaper provides technical details about server configurations and recommended scanning technology.

AccuAccount Training

We’re committed to helping your financial institution be successful with AccuAccount. That’s why we offer a variety of training resources, including live webinars, on-demand videos, and top-notch support.

AccuAccount Implementation

Over the years, we’ve continuously refined our implementation process to meet the needs of the hundreds of community institutions we serve. Our implementation process, outlined step-by-step for you here, is simple for you and game-changing for your institution.

Datasheet: FASTdocs, Enterprise Content & Information Management (ECM / EIM)

Financial institutions have traditionally used separate solutions for each deposit channel—teller, mobile, ATM, merchant, and commercial—creating silos and inefficiencies. Unify replaces that fragmentation with one platform that powers all capture points, centralizes data, and strengthens fraud mitigation.

Datasheet: Unify, Modern Deposits Automation Platform

Aging systems and manual tasks leave banks and credit unions struggling to manage growing amounts of data, limiting its usefulness for improving service and operations. A modern ECM solution streamlines workflows, automates data handling, and makes information easily accessible, searchable, and actionable—driving efficiency and better decision-making.

Datasheet: Omni-Channel Fraud Mitigation Capabilities

Check fraud is becoming more difficult and expensive for financial institutions to resolve, making it nearly impossible to pinpoint a one-size-fits-all solution. Modern deposit platforms like Unify, Alogent’s deposits platform for all full- and self-service channels, help protect institutions and their account holders by mitigating attempts before they reach the back office or downstream workflows.