BUILT FOR COMMERCIAL LENDING

15,000+ Bankers Use AccuAccount

Simplify loan administration and document management with our core-integrated software, AccuAccount. Request a demo to learn about:

  • Collateral and loan imaging
  • Exception tracking and reporting
  • Notices, audit prep, and much more

 

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AccuAccount
BANK DOCUMENT IMAGING

MANAGE CREDIT, LOAN, DEPOSIT, & TRUST DOCUMENTS

Organize your documents, exceptions, and relationships in a single source of truth that integrates to 30+ cores and loan origination systems. Flexible imaging (barcodes, single scan, upload, ePrint, and drag and drop) is one big reason why AccuAccount is the easiest way to collect and organize your bank's or credit union's documents.

Drag and Drop Imaging
BANK DOCUMENT MANAGEMENT

FIND, VIEW, & SHARE DOCUMENTS WITH JUST A FEW CLICKS

Elevate customer service with a single source of truth for all of your customer data. Customer documents, loan balances, contact information, exceptions, linked accounts, collateral, and related entities are just a click away.

Bank document management
TRACKING & REPORTING

CLEAR EXCEPTIONS AS YOU IMAGE IN NEW DOCUMENTS

Integrate exception tracking with your imaging to clear exceptions faster and with less effort. Automated exception reporting keeps lenders, senior management, and loan admins informed without manually pulling data files or merging outdated spreadsheets. Put exception management on autopilot.

Exception Report
LOAN APPROVAL & WORKFLOW

ROUTE, REVIEW, & APPROVE LOAN DOCUMENTS

Accelerate the lending process by integrating a paperless workflow with AccuAccount. Start your applications directly in AccuAccount and add credit documents immediately. Empower lenders and other users with an automated loan review and approval process and transparent pipeline reporting.

Workflow
NOTICES, AUDIT, & PARTICIPATIONS

AUTOMATE NOTICES, REPORTING, AUDIT PREP, & MORE

Simplify notice letters with built-in mail merge and email capabilities. Prepare for audits and exams in five minutes instead of five days. Automate the distribution of participation documents to downstream banks. Turbocharge your bank's efficiency while eliminating oversights.

Notice and Audit Participants
INTEGRATION

CONNECTS TO 30+ CORES, LOS, & OTHER BANKING SYSTEMS

Bypass manual data entry by integrating AccuAccount to all of your existing banking systems. Push data from your core automatically without creating duplicate records or bad data.

Bank Document Management
LIFE OF THE LOAN

PAPERLESS WORKFLOWS FOR THE LENDING PROCESS

Go beyond basic imaging with workflows that support the entire life of the loan. From paperless loan routing and approval to automated document sharing and email notices, AccuAccount helps teams get more done in less time.

life of the loan

Additional AccuAccount Resources

Take the Next Step

From quality control to participations to audit and exam prep, we've only scratched the surface of what AccuAccount can do for your financial institution. Watch a pre-recorded webinar, download a whitepaper, or check out our FAQs to learn more about our software.

 

 

 No Registration Required

Watch a 30-minute pre-recorded webinar about Gaining Tangible Efficiencies with AccuAccount

 
 


 No Registration Required:
The Benefits of AccuAccount for Loan Administrators


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Senior Lenders, Improving your Lending Process


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CTS Testimonial


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Equitable Savings and Loan Testimonial

SEE OUR SOFTWARE IN ACTION

Watch on-demand demos of AccuAccount in our Innovation Hub. Learn how our software integrates to 30+ core systems and loan origination systems, streamlines imaging, and automates exception tracking and audit preparation for 15,000+ bankers.
 

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AccuAccount FAQs

Exception Management

There are four basic types of exceptions that can be tracked in AccuAccount: missing document exceptions, expired document exceptions, task exceptions, and policy exceptions.

AccuAccount Track is an exception management system with core integration and integrated reporting without imaging. Our other AccuAccount plans include all of the exception management functions as AccuAccount Track, but also provides a document imaging system that works in conjunction with exception tracking.

Yes. AccuAccount uses SQL Reporting Services to generate exception reports. Users can set up email subscriptions to desired reports on a one-time or recurring basis. In addition, Task Exceptions can be set to notify assigned employees via email to complete specific tasks. Users also have the ability to customize dashboard panels to display active tasks and exceptions.

Document Imaging

We offer multiple ways to get images into AccuAccount. Single documents can be scanned directly into the document tab using our AccuScan product. Batch scanning can be completed by utilizing identifying barcodes using AccuScan, or by utilizing our AccuCapture product. Electronic documents can be uploaded directly to the target location. Another option is to utilize AccuPrint, which is a virtual print driver that allows the user to specify the customer or account and document placement.

Scanned images will be in a PDF or TIF format. However, any image format can be uploaded, including documents, spreadsheets, and other document formats.

AccuAccount is a customer-centric document imaging and management system. Customer and account-related documents can be stored for viewing and tracking. Scanned images will be in a PDF or TIF format, but any image format can be uploaded, including documents, spreadsheets, and other document formats.

Yes. While our system has specific barcodes that integrate with AccuAccount, we also support third-party barcodes. The only requirement is that they be in a Code 3 of 9 (Code 39) format that allows us to determine the Document ID. Many of our customers are using third-party platform barcodes. Clients can also place barcodes on internal documents, as well.

Yes. The bank or credit union is provided a Data Specification, detailing the required and optional fields we can import into AccuAccount. In addition, the institution can import client-defined information to Flex Fields in AccuAccount. During implementation, we will work with your team to map information from the core to the corresponding fields in AccuAccount.

Yes. We offer a product called AccuApproval that streamlines and automates the loan application, underwriting, and approval process. Having the application and related documents in a central repository eliminates the need for documents to be routed manually throughout the lending process, and allows all users in the process to view the various application documents. AccuApproval is fully integrated with AccuAccount. Documents captured during application automatically become part of the loan file, without the need to rescan. AccuApproval also provides for automated workflows, notifications, and reporting.

Customer & Account Management

Yes. Each customer in AccuAccount has its own customer page. Customers are then linked to accounts, either through the nightly core data feed, or manually. On the loan, there is a “Guarantor” tab, listing all related customers and their relationship to the transaction (Co-Borrower, Guarantor, Co-Signer, etc.). By clicking the customer link, it allows you to view the customer’s credit file. In addition, you have the ability to link customers with related interests together by utilizing our “Related Entity” function at the customer level. This allows you to get a complete picture of a customer’s relationship to the bank—even if they don’t share an account relationship.

Product & Pricing

AccuAccount offers a variety of products and options. Pricing is based on a bank’s or credit union's asset size and the products and features being purchased.

There are several ways our products provide automation and efficiencies. AccuAccount provides a platform for information to be stored in a consistent way which can be accessed simultaneously, allowing for collaboration. AccuApproval allows the application workflows to be automated, and includes notifications and pipeline reports. Application information can be integrated with third-party products, streamlining the application process.

We have established teller integrations with third-party providers. If the third-party provider does not allow integration to their teller platform, CORELink provides the end user to use hotkey functionality to access the customer page in AccuAccount. Within AccuAccount, “Teller View” allows them to view the signature card and driver’s license by default.

Implementation & Support

A typical implementation takes 8-12 weeks, but can be completed quicker or slower, depending on several factors, such as: how much time the bank’s implementation team has to dedicate to the project, whether there are other projects in process that would impact the project, and if image conversion is involved.