Exception Tracking & Reporting

CUSTOMER VIEW

Organize and Track all of your Customer Relationships and Accounts

Track customer and member credits, collateral, loans, deposits, and trusts in a single source of truth. Core-integrated data feed builds out document placeholders and begins tracking as new customers or accounts are booked to the core. Gain an at-a-glance view of the customer and identify which loans need to be brought into compliance. Drill down to view covenants, policy exceptions, and document exceptions.

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CREDIT DOCUMENT TRACKING

Streamline the Collection and Tracking of Customer Credit Financials

Achieve a scalable process for tracking and collecting customer financials, tax returns, and other credit documents. Eliminate the need for manual ticklers and spreadsheets. Integrate your tracking and imaging for added efficiency. Automatically clear exceptions as credit documents are added to AccuAccount. Drag and drop multiple files in seconds.

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TRUST TRACKING

Boost Compliance with Better Tracking and Reporting for Trusts

Track all of your trust documents in one system that's built for financial institutions. Manage additional signers, utility bills, tax returns, bank statements, insurance certificates, court documents, benefit statements, and much more. Report filters make it easy to view trust-related data. Automated emails keep trust officers in the loop about missing documents.

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CUSTOMER & MEMBER COMMUNICATION

Engage Account Holders More Effectively and with Less Effort

Efficiently request documents from customers, members, title companies, insurance agents, and other stakeholders. Streamline your notice letter workflow with paper and email-based solutions. Use exception comments to track interactions with account holders. Increase customer and member satisfaction by making it easier for them to provide documents via portals.