As a commercial loan administrator, you have a lot on your plate. In addition to processing documentation, ensuring completeness of loan files, scanning and indexing documents, and countless other important tasks, you're also responsible for reporting. Creating and sending reports can take up a lot of manual time. Some imaging systems make it difficult to build custom reports. Others fail to provide the full picture, offering only a limited set of data points. Streamline and automate the reporting functions at your bank with AccuAccount. AccuAccount offers standard exception reports, which can be configured to automatically arrive in users' inboxes every day, week, month, or on a custom schedule. You can export these reports in multiple formats and attach comments and links with ease. The easy to use drag and drop report builder appeals to every user at your bank regardless of technical experience. This feature empowers users to extract and analyze key data points, all without help from your IT department. Our dynamic reporting feature was designed to make your job easier, not harder. Now reports can be created within seconds, providing real time access to the answers you need. You can build out any type of reporting that you may want. We know that not every officer wants to see their exceptions listed out the exact same way, so dynamic reporting allows you to pull in the data and the fields that a specific officer may require. Thanks to AccuAccount's integration with thirty plus core banking systems, you can easily mix and match the fields that matter to you, including customer fields, such as the customer's address, name, email, and dozens of others. Account fields, such as the account number, type, creation date, associated officer, status, to name a few. Exception fields, such as assigned user, status, type, date, category, and associated task dates. Document fields, such as document title, group, and expiration details, and custom fields as defined by your bank. You are also able to automatically categorize all exceptions by branch or any other category. Dynamic reporting can be exported into an Excel document for your convenience. Everything is fully customizable to your needs. There's no question that our dynamic reporting makes the job of a loan administrator much easier, but we believe this feature can also yield untold value to your entire bank, not just the loan department. By aggregating data from your core and imaging system, the sky is truly the limit. Loan application status reports, user access reports, and task reports are only a few of the many types of reports you can generate with AccuAccount. If you're ready for a more dynamic approach to reporting, it's time you learned more about AccuAccount.
As a commercial loan administrator, you’re responsible for a lot of things: processing documentation, scanning and indexing documents, ensuring completeness of loan files, and many other important duties. Another task that likely consumes much of your time is reporting. While some imaging systems make it difficult to build custom reports, built-in reporting in AccuAccount makes loan document management simpler and more effective.
Watch this 3 minute demo to learn how easy AccuAccount makes it to streamline and automate the reporting functions at your financial institution. Learn about the different reporting features available in AccuAccount, such as: standard exception reports, drag-and-drop report builder, dynamic reporting, and more.
For an in-depth look at the dynamic reporting capabilities of AccuAccount, request a demo.
