Demo on Demand: AccuAccount Customer Page View

Up here at the top, you will have amalgamated industries information flowing in from your core system. If there's a change in your core system, that change will reflect an AccuAccount overnight. So all of these fields map in. There's also a section where you can have flex fill data. So if there's additional fields of information that you want to collect, it can either be added manually or we can import it from your core system. We will also map in your customer or member type. We get codes from your core system to determine these mappings during the implementation process. This can also be labeled in any way that you would like, but that customer type is going to drive your documents that are required down the left side of the customer page. So a way to look at this this customer page layout is it really is is mirroring a paper loan file where you have all of your credit documents on the left and all of the loan or account documents are going to be on the right. When we're looking at the documents, you do have groups of documents in here. So you have a group then the specific documents that are going to be imaged and tracked within the system for this credit file. The right side of the page is all account information. So we're looking at one account at a time. This is account ending in four one two. There is a section in here for flex fill data, so any custom fields that you want to be imported can be collected. We're also gonna map in that loan type for you so you will have a specific document structure built for your specific loan type.