Wednesday 12 June 2024

4 Tips for Faster, Easier Loan Management Audits

Audits and exams are stressful—and time-consuming. Preparing for an audit or exam involves a lot of document-related activities, which is why a system like AccuAccount…

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Videos |
28:36
The Banking Buzz: AccuAccount, Tracking
Tuesday 30 April 2024

Loan Management & Exception Tracking: Quickly Summarize Exceptions by Officer, Branch, or Category

Banks and credit unions need accurate, reliable, and easy-to-understand exception reports. However, pulling exception data together can involve considerable administrative work for back-office staff. Financial…

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Videos |
30:16
The Banking Buzz: AccuAccount
Wednesday 17 April 2024

Why Should Credit Analysts Use AccuAccount?

Credit analysts need reliable access to credit documentation in order to do their jobs well, including account holder financial health data. Although it is frequently…

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Monday 1 April 2024

[Playbook] Loan Management: Efficiently Manage Notices

Although notices serve as an essential form of communication with account holders, managing notices can involve considerable administrative work for loan assistants, insurance clerks, and…

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Tools & Checklists
TicklerTrax™ Exception Spreadsheet: Document Tracking for Banks and Credit Unions
Videos |
37:00
Alogent Webinar: Tickler to AccuAccount Track Everything You Need to Know
Datasheet
AccuAccount: Solution Overview Brochure
Tuesday 5 March 2024

3 Loan Management Workflows to Help You Save Time & Drive Efficiency

Automating a single task may not seem like a big savings in the grand scheme of things. But, what if that task occurred multiple times…

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