Reduce Risk Across the Lending Lifecycle
with Secure, External Document Collection
Alogent Document Portal extends secure, standardized document intake into AccuAccount workflows, enabling banks and credit unions to collect, track, and manage documents from borrowers, guarantors, applicants, and other external third-parties—without email attachments or unsecured file sharing tools.
By replacing fragmented exchanges with a controlled, auditable intake process, Alogent Document Portal reduces risk, eliminates delays, and improves visibility across lending workflows. Submitted documents flow directly into AccuAccount, where they can be reviewed, applied to document requirements, used to clear exceptions, and support timely notices—helping teams keep loan files complete and audit‑ready without chasing documents.
Secure Document Requests Built for Commercial Lending
By standardizing how sensitive documents are requested and submitted, Alogent Document Portal helps banks and credit unions keep commercial credit moving, while maintaining control, visibility, and audit readiness.
- Request borrower documents for new credit, renewals, and credit reviews through a secure, controlled workflow
- Support annual reviews, covenant tracking, and recurring requirements with documented, tracked requests
- Collect tax returns and financial statements without email attachments or unsecured file sharing
- See what’s been submitted, what’s missing, and what needs follow‑up in real-time
Documents are collected, reviewed, and retained within AccuAccount workflows, supporting stronger control and exam‑ready files without added friction.
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or to Request Pricing
Real-Time Visibility for Lending Teams
With Alogent Document Portal integrated into AccuAccount, teams gain immediate visibility into submitted, missing, and pending documents—without manual follow‑ups. As documents are received, exceptions can be identified and cleared, and downstream notices and follow‑up actions stay on track, helping keep loan files complete. Documents flow directly into existing AccuAccount processes, reducing delays and supporting audit readiness throughout the life of the loan.
Get Started Today
Contact us for more information or to schedule a demo. Not an AccuAccount user but interested in Alogent Document Portal as a standalone solution? Click here.