Don't Let Imaging Slow
Down Lending
Document imaging software should accelerate lending—not slow it down. AccuAccount is built for lenders like you.
- Easily find loan, collateral, and credit documents
- Simplify exception tracking and reporting
- Electronically route and approve applications
Commercial Loan Document Management
Accelerate your loans and renewals by having all of your documents in one place.
Easily search for and find each account holder’s financials, credit presentations, tax returns, applications, and collaterals. Stop asking for the same document twice.
Electronic Loan File
Delight your customers and members by providing quick answers and better service.
Stop hunting through paper file folders and document drives. Gain immediate access to account holder documents in an electronic format that looks like a traditional loan file.
Exception Automation
Spend less time on exception management and more time lending.
Get daily exception reports sent straight to your inbox each morning. Free up more time for yourself and your loan admin by automatically clearing exceptions as documents are imaged into the system. Put your exception management workflow on autopilot.
Customizable Dashboards
Quickly access your pipeline, customers, and accounts with dashboards and reports.
Stay organized with dashboards that provide at-a-glance access to your top customers, largest loan portfolios, tasks, and needed documentation. Drag and drop to build custom reports in seconds.
Loan Approval Workflow
Route, approve, and renew your loans with ease.
Build a scalable approval workflow for each loan type. Electronically route and approve loan applications and renewals. Simplify the renewal process for repeat customers by centralizing credit document management.
Flexible Reporting
Know your customers with a 360-degree view of relationships and accounts.
Receive daily or weekly email reports to stay in the loop. Build custom reports for monitoring important relationships, task exceptions, pipeline value, delinquent accounts, and more.
Take the Next Step
AccuAccount frees up lenders’ time to focus on lending. Customer, member, and account documents are stored securely in an easy-to-use system. Exceptions clear as documents are added. Reports arrive when you need them.
AccuApproval Demo
Gaining Tangible Efficiencies with AccuAccount
FAQs
SEE OUR SOFTWARE IN ACTION
Browse pre-recorded demos of our solutions for imaging, exception tracking, and loan approval. Learn about integrations to 30+ systems, including popular cores and LOS. See why 15,000+ bankers use AccuAccount.
Free Printable PDFs:
Reports for Lenders
Study of 95 Bankers
Learn how 95 other bankers approach loan approval. Insights from real bankers.
[eBook] Case Studies
Download a free case study eBook to learn why six community banks opted for AccuAccount instead of core-provided modules.