Streamline Your Loan Approval Workflow

AccuApproval turns loan approval into a manageable process in AccuAccount.
Reduce inefficiency, increase collaboration, and accelerate time to close.

Step 1

Step 1: Start an Application

View Customer or Member Relationships and Start New Applications in a Few Clicks

Access credit documents, loan and deposit information, and relationships for existing account holders, and consolidate customer and member information from multiple sources. Track potential account holders and lending opportunities in a scalable, flexible system. Connect to your CRM, LOS, and other systems for additional efficiency.

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Step 2

Step 2: Collect Documents

Collect Your Documents and Display Them Intuitively

Stop waiting on paper documents to arrive on your desk. Share documents with other users and departments as they are received. Credit documents and applications are organized and instantly available to other users and teams, which speeds up the approval process.

Browse Imaging Features


Step 3: Utilize Workflows

Use Workflows that Mirror Your Lending Process

Automate each step to mirror your current lending process. Works with all of your loan types: commercial, mortgage, lines of credit, agricultural—even renewals. Track changes in the application status. Users or groups receive email notifications when action is required. Management can check on statuses at any point in time.

Learn About Workflows


Step 4: Route & Approve

Electronically Route and Approve Loans

Emails notify credit analysts, underwriters, doc prep, and others to take action and process the application in a timely manner. Loan processors, lenders, managers, and admins can be notified each time a step is taken. Utilize approval limits or allow committees to mark applications as approved or denied.

Request a Demo of Routing Features

Step 5

Step 5: Build & View Reports

Easily Track Application Status and Lender Productivity

Gain a high-level view of your loan pipeline with customizable dashboards and reports. Keep management informed about pipeline value, profitable opportunities, and other important metrics. Get reports by branch, lender, loan product, application status, and much more.

Explore Dynamic Reporting

convert to loan

Step 6: Convert to Loan

Easily Convert Applications and Retain all Relevant Information

Convert applications to booked loans in seconds. Retain the application's history and documents on the newly booked loan. Withdrawn and declined applications are retained for historical purposes.

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AccuApproval is a powerful add-on to AccuAccount. Learn more about what it can do for your bank or credit union.
Watch our video or pre-recorded webinar to learn more.



 No Registration Required: AccuApproval Demo

Watch a 13-minute pre-recorded demo about AccuApproval for AccuAccount.


 No Registration Required: AccuApproval Intro


 No Registration Required: Equitable Savings and Loan Testimonial



AccuApproval FAQs

Yes. Unlimited workflows can be created and customized per loan type.

Yes. Each user can be granted permissions to take actions based on their role.

Yes. A group email can be used for notifications when actions are taken on an application. Also, an application can be assigned to a group of users who would all receive an email notification.

Yes. Timers can be customized for each workflow action to track how long an application has been in progress, how long it’s been assigned to a user or department, or any other times that need to be tracked.

These applications can either be deleted or saved for future reference. If they are saved, the images can be used for a future application.


Watch an on-demand demo of AccuAccount. 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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Free Printable PDFs

Loan Management Resources

eBook Case Study

[eBook] Case Studies

Download a free case study eBook to learn why these community banks opted for AccuAccount instead of core-provided modules.

Free Download

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AccuApproval Whitepaper

Access our AccuApproval technical whitepaper to learn more about features and capabilities.

Free Download