Jamie's Whitepaper Page

AccuAccount Product Brochure

Go paperless, reduce exceptions, and improve your lending process with AccuAccount, an integrated imaging and tracking system from Alogent. Trusted by 15,000+ bankers to manage over 2 million loans, AccuAccount connects to 30+ core banking systems and automates the tedious aspects of loan administration. As loans are booked to your core, AccuAccount creates matching customers, accounts, and document placeholders. AccuAccount assigns expiration dates, ensuring each document is collected on time. As financials and documents are scanned in, AccuAccount clears exceptions, eliminating manual ticklers. And, each stakeholder gets a user profile, delivering real-time insights.

Conversions & Interfaces

Alogent offers the ability to convert images from other products, import data from the bank core and loan origination systems, document imports directly into AccuAccount and interfaces with barcodes from doc prep systems. In this brochure, we explain at a high level of what conversions and interfaces we've completed. Our Team is always willing to work with other products that are not listed in this document. If there is another product that is not listed, you can contact us.

Interfaces

AccuAccount can interface with virtually any type of program that can export data. Most commonly, we interface with bank cores and loan origination systems for data. We also have some custom data interfaces with other programs to update tax information and flood determinations.

AccuAccount Core Integrations

Perhaps the best part of working with Alogent is our belief in total enterprise-wide integration. With CORELink and dozens of core interface options, going paperless can be a reality for your financial institution.

AccuAccount integrates to 30+ core banking systems along with the industry’s most popular LOS (loan origination systems). Through a nightly sync, your customer and account data is kept up-to-date without any manual effort by staff. Download this integrations brochure to find out if we integrate with your banking systems.

Enterprise Content Management

Many people believe that an ECM system is merely a document imaging system. Unlike simple document imaging solutions, a robust ECM is a software system that allows for the indexing, management, and retrieval of documents in various formats through a single interface. A sound electronic content management strategy is becoming a necessity at financial institutions throughout the country. AccuAccount helps financial institutions manage their own best practices that provide for the effective, open, and visible management of your customer and account records. This can lead to better compliance and increased confidence that proper monitoring has been put into place.

Hardware Reference Guide

What systems and processes does your financial institution need to have to make a document management system like AccuAccount viable? This whitepaper provides technical details about server configurations and recommended scanning technology.

AccuApproval Overview

AccuApproval turns loan approval into a manageable process in AccuAccount. Reduce inefficiency, increase collaboration, and accelerate time to close.

Access our introductory PDF to learn the basics about AccuApproval for AccuAccount.

AccuApproval Detailed Guide

Offered in conjunction with AccuAccount, AccuApproval allows your institution to begin creating files and imaging documents at the beginning of the application process, not after the loan is fully booked. Your institution continues to use its own application(s), credit analysis or underwriting software, and the documentation provider(s) of your choice. By managing the documents and workflows associated with the application process, AccuApproval provides up-to-the-minute loan status information, allows documents to be viewed by all parties instantly and simultaneously, and routes the loan application electronically through the processes and workflows defined by your institution.

AccuAccount Track

What if there was a way to bring all of your exception tracking into one cohesive system? A system that creates file conformity and consistency, yet allows each department the flexibility they need to properly track their exceptions? With our industry leading home page, organizing these documents into an effective and easy-to-use system where the visible management of your customer and account records is easily accomplished.

AccuDoc Product Brochure

Is your institution searching for an effective way to manage all of its operational documents? AccuDoc is a comprehensive platform that provides imaging, workflow, and tracking solutions to manage accounts payable, contracts, human resources, insurance, meeting minutes, policies and procedures, securities, report archive, and more — all in one structured system. Reports and interfaces can be configured for the specific needs of each department. AccuDoc will help your institution reduce administrative costs, improve institution-wide communication and information sharing, and help automate formerly manual processes.

Security First Bank

Security First Bank, based in Lincoln, Nebraska, was founded back in 1898, a mere thirty-one years after Nebraska became a state. (As a point of reference, William McKinley was President and Henry Ford’s assembly line wouldn’t produce an automobile for another fifteen years!)

MNB

MNB Bank is a $353 million community bank that serves families, businesses, and farms in southwestern Nebraska. Founded in 1907, MNB Bank offers a full-service selection of personal and business banking solutions, including agricultural and commercial loans.

Midwest One Bank

The past decade has brought significant change for Keith Graff’s loan operations team. When Keith hired on in 2004, his bank was known as First State Bank (part of the then Iowa State Bank & Trust Holding Company). The institution primarily served agricultural lending needs in the Iowa market.

Lincoln Savings Bank

For Lincoln Savings Bank, shifting to a paperless loan management system just seemed to make sense. As a proponent of lean operations, the institution clearly understood the inefficiency caused by paper loan documents. Rising courier costs, missing documents, and risk considerations made the business case quite obvious.

Bridgewater Bank

In a little more than a decade, Bridgewater Bank of Bloomington, Minnesota, has grown from a newly formed entity to an institution that recently surpassed $1 billion in assets. As the company’s website asserts, “You don’t have to be old to have a solid foundation.”

Bank of Blue Valley

Since 1989, Bank of Blue Valley has served the lending and banking needs of the greater Kansas City area. During that time, the institution’s five locations have helped countless entrepreneurs and small businesses access the capital they need to get started, expand, build new facilities, and serve the community.

Gunnison Bank and Trust Company

The Gunnison Bank and Trust Company’s geographic footprint had reached two local brances and a loan production office in Denver. This $143 million Colorado institution had realized that a paper-only approach to document management was no longer scalable. Read the case study showing how they elevated efficiency by implementing AccuAccount.

AccuAccount Training

We’re committed to helping your financial institution be successful with AccuAccount. That’s why we offer a variety of training resources, including live webinars, on-demand videos, and top-notch support.

AccuAccount Implementation

Over the years, we’ve continuously refined our implementation process to meet the needs of the hundreds of community institutions we serve. Our implementation proecess, outlined step-by-step for you here, is simple for you and game-changing for your institution.

Tickler to AccuAccount

Tickler is an invaluable tool for managing inbound paperwork and exceptions. Take the opportunity to further streamline your processes with AccuAccount—here’s how to make the transition if you’re on Tickler.

Channel Partners

Learn how to partner with Alogent, a leading banking software innovator, and developers of AccuAccount, an integrated imaging and tracking system that is trusted by 15,000+ bankers to manage over 2 million loans. AccuAccount connects to 30+ core banking systems and automates the tedious aspects of loan administration.