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




Customer Summary & Overview

Customer, Account, & Document Comments

Quality Control

Related Entities

Customized Document Schedules

Exception Management & Reporting

Missing Document Tracking

Expiring Document Tracking

Policy Tracking

Task Tracking

Exception Comments

Notice Automation

Document Retention (Purge)

Customer Imaging

Loan Imaging

Deposit Imaging

Trust Imaging

Thumbnail Document View

Audit Export

Desktop Scanning (AccuImg)

ePrint Upload (AccuPrint)

MultiFunction & Network Scanning (AccuCapture)      


Hotkey Core Lookup (CORELink)


Document Sharing


PDF Bookmarking


PDF Text Search


Loan Approval Workflow (AccuApproval)


Pipeline Reporting



Dynamic Reporting




Add-On Applications (AccuDoc)


Add-On Applications                          




Contract Document Management                    



Insurance Document Management



Security Document Management



Wire Transfer Document Management



Operations Document Management



HR Document Management



Accounts Payable Document Management



Policies and Procedures Document Management    



Real Estate Owned Document Management    









Customer Data Import



Loan Data Import            



Deposit Data Import        


Trust Data Import