Loan Management & Exception Tracking
From loan application automation to drag-and-drop document imaging to document tracking and five-minute audit prep, AccuAccount is your document management solution for the entire life of the loan.
We offer several plans for banks and credit unions. AccuAccount pricing is based on the features you choose and the asset size of your financial institution. Fill out the form on this page to contact us and request a pricing proposal.
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AccuAccount Features
AccuAccount Features | Plus | Pro | Enterprise |
Customer Summary & Overview | âś” | âś” | âś” |
Customer, Account, & Document Comments | âś” | âś” | âś” |
Quality Control | âś” | âś” | âś” |
Related Entities | âś” | âś” | âś” |
Customized Document Schedules | âś” | âś” | âś” |
Exception Management & Reporting | âś” | âś” | âś” |
Missing Document Tracking | âś” | âś” | âś” |
Expiring Document Tracking | âś” | âś” | âś” |
Policy Tracking | âś” | âś” | âś” |
Task Tracking | âś” | âś” | âś” |
Exception Comments | âś” | âś” | âś” |
Notice Automation | âś” | âś” | âś” |
Document Retention (Purge) | âś” | âś” | âś” |
Customer Imaging | âś” | âś” | âś” |
Loan Imaging | âś” | âś” | âś” |
Deposit Imaging | âś” | âś” | âś” |
Trust Imaging | âś” | âś” | âś” |
Thumbnail Document View | âś” | âś” | âś” |
Audit Export | âś” | âś” | âś” |
Desktop Scanning (AccuImg) | âś” | âś” | âś” |
ePrint Upload (AccuPrint) | âś” | âś” | âś” |
MultiFunction & Network Scanning (AccuCapture) |
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Hotkey Core Lookup (CORELink) |
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Document Sharing |
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PDF Bookmarking |
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PDF Text Search |
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Loan Approval Workflow (AccuApproval) |
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Pipeline Reporting |
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Dynamic Reporting |
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Add-On Applications (AccuDoc)
Add-On Applications | Plus | Pro | Enterprise |
Contract Document Management |
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Insurance Document Management |
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Security Document Management |
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Wire Transfer Document Management |
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Operations Document Management |
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HR Document Management |
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Accounts Payable Document Management |
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Policies and Procedures Document Management |
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Real Estate Owned Document Management |
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CoreData
Data | Plus | Pro | Enterprise |
Customer Data Import | âś” | âś” | âś” |
Loan Data Import | âś” | âś” | âś” |
Deposit Data Import | âś” | âś” | âś” |
Trust Data Import |
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