Loan Management & Exception Tracking

 

From loan application automation to drag-and-drop document imaging to document tracking and five-minute audit prep, AccuAccount is your document management solution for the entire life of the loan.

We offer several plans for banks and credit unions. AccuAccount pricing is based on the features you choose and the asset size of your financial institution. Fill out the form on this page to contact us and request a pricing proposal.

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AccuAccount Features

AccuAccount Features

 Plus 

 Pro 

 Enterprise 

Customer Summary & Overview

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Customer, Account, & Document Comments

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Quality Control

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Related Entities

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Customized Document Schedules

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Exception Management & Reporting

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Missing Document Tracking

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Expiring Document Tracking

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Policy Tracking

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Task Tracking

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Exception Comments

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Notice Automation

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Document Retention (Purge)

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Customer Imaging

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Loan Imaging

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Deposit Imaging

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Trust Imaging

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Thumbnail Document View

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Audit Export

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Desktop Scanning (AccuImg)

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ePrint Upload (AccuPrint)

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MultiFunction & Network Scanning (AccuCapture)      

 

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Hotkey Core Lookup (CORELink)

 

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Document Sharing

 

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PDF Bookmarking

 

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PDF Text Search

 

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Loan Approval Workflow (AccuApproval)

 

 

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Pipeline Reporting

 

 

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Dynamic Reporting

 

 

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CoreData

 

Data                                                           

 Plus 

 Pro 

 Enterprise 

Customer Data Import

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Loan Data Import            

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Deposit Data Import        

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Trust Data Import          

 

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