Loan Imaging
AccuAccount is a core-integrated loan imaging tool that makes it easier (and faster) for financial institutions to scan loan and collateral-specific documents.
Simplify Document Imaging for Loans and Collateral
Loan and collateral-specific documents can be scanned (using a desktop scanner and/or multi-function device) and organized within AccuAccount in a matter of minutes. Electronic documents in any format can also be easily added with a quick drag and drop. During implementation, your financial institution will decide what loan and collateral types you’d like to map in from your core nightly, and the corresponding document structure that needs to be assigned with each.
Reduce Frustration with a Logical File Structure
Similar to the structure of a traditional loan file, AccuAccount logically displays customer documents on the left and loan documents on the right side of the customer page (within groups defined by your financial institution). Bank staff can access any customer or loan file with ease. Users get an at-a-glance view of loan specific documents and each piece of collateral that is associated with the loan.
Automatically Track Expired or Missing Documents
Track important information about a document by adding document details, such as: document title, date, expiration date, and comments. As new documents are added to AccuAccount, exceptions automatically clear.
Learn more or request a personalized demo of AccuAccount.
Learn More About AccuAccount
AccuAccount Tour – Imaging
All of your documents from all of your customers, members and accounts. Manage customer/member, loan, deposit, trust, and back-office documents in an intuitive, core-integrated document imaging system that’s built for banks and credit unions.
AccuAccount Tour – Tracking
All of your ticklers, exceptions, and reports in one integrated system. Reduce risk, improve credit quality, and maximize compliance by centralizing all of your exception data into AccuAccount. Automate every aspect of exception tracking.