Document Management

What Our Software Does

Tickler File Tracking

Bank Document Management

Actively manage loan and other bank files.

Looking for a bank document management platform to streamline operations and improve efficiencies? If your bank has considered going to a "paperless" system, you may already understand the difference between simple electronic document repositories and loan portfolio software. The difference is in the ability to actively manage loan and other bank files. Bank document management software systems are known for their ability to track missing, expired, or out of compliance documents. In addition, such systems are typically used by banks to coordinate the various aspects of loan document management, such as the loan perfection process, technical exceptions, internal auditing, and bank regulatory compliance.

Bank document management software, such as our
AccuAccount platform, eliminate the need to manage multiple systems. In addition, document management systems mitigate the need to manage most paper bank files. AccuSystems’ loan document management software has the ability to set up the various typical exceptions and parameters automatically, through a nightly core download option. This includes document, technical, and policy exceptions as well as the ability to track loan classifications. With the banking document management software from AccuSystems, managing loan files is easier than ever.

Why Should My Bank Trust AccuSystems for Its Document Management Needs?

Eliminates need for multiple exception tracking & tickler systems.
Reduces a bank’s susceptibility to information loss or theft
Streamlines bank productivity through instant search functions, thus improving the overall profitability of the bank
Features a seamless, integrated combination of document management and document imaging software
Improves control of all bank documents, by providing a “digital backup” of all files

Interested in finding out more about how AccuAccount and AccuDoc can save your bank money? We would be glad to give you a free, no obligation demo of our banking document management system. Our team at AccuSystems is committed to identifying a bank software solution that meets your needs. Whether you are a small community bank with a few branches or a large national bank with many locations, AccuSystems has a document management solution for you. Take a free tour of our software today.