AccuAccount Pro - Bank Account Management
Looking for an effective way to streamline your bank’s loan document management situation? AccuAccount Pro integrates imaging, core download, exception management, reporting, and auditors’ export into one system. It also has an integrated workflow component that automates processes, which are initiated through the core download.  It automatically sets up the correct loan type, document structures, exceptions, users, and generates appropriate letters for customers. This process creates accessibility, accountability, and control for management and personnel.
AccuAccount Pro eliminates the gap that occurs between independent manual ticklers and credit files. AccuAccount Pro enables banks to enhance processes for loan approvals and workflows, scanning and quality control of documents, preparing for audits, exception management, reporting and customer notice generation. In addition, AccuAccount Pro simplifies bank account management, deposits, trust document management and reporting through an integrated retail banking software platform. AccuAccount Pro provides your bank with a comprehensive bank account management system to manage operations paperlessly.
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Loan Document Management
Customer and loan documents can be searched, viewed, e-mailed and/or printed by any authorized person from any computer within the bank’s network. Multiple users may access information simultaneously throughout the bank or the network. In addition to managing electronic document images, AccuAccount provides a built-in tickler and exception handling system that allows lenders and servicing staff to track missing and expired documents. Loan audits can be challenging and time consuming. With AccuAccount all necessary documents are downloaded to a CD or DVD in a matter of minutes, not days! AccuAccount is a loan document management system designed exclusively for community banks. Multiple users may access information simultaneously throughout the bank or the network. In addition to managing electronic document images, AccuAccount provides a built-in tickler and exception handling system that allows lenders and servicing staff to track missing and expired documents.
- Instantly View Loan Docs - Click and view all customer, loan, & other relevant documents
- List and Sort - Filter and sort a comprehensive list of all credit & loan documents
- Manage Exceptions - Streamlined investigation, follow up, & issue resolution
- Advanced Tickler & Exception Tracking - Integrated tracking system reduces labor & improves accuracy
- Great for Both Complex & Simple Loans - Easily manage multiple guarantors, collateral, & more
- Report & Export - Run standard or custom reports, prepare for audits, & CD/DVD export
- Barcode Integration - Integrated barcode support with leading document preparation systems
- Advanced Dashboard - Allows each user to view important information
Loan Application, Underwriting, & Approval
In addition, the AccuApproval feature allows banks to manage their entire loan application, underwriting, and approval process in a single application. AccuApproval streamlines and automates the loan application, underwriting and approval processes. Automated pipeline reports track the entire loan approval process. AccuApproval is fully integrated with all AccuAccount applications, document preparation systems, bank cores, and third party underwriting applications. This integrated loan approval process is revolutionizing the way banks manage loan approval processes and workflows.
- Loan Application Process: The application process begins when a banker visits with a client. As requested credit documents arrive, they are scanned into AccuAccount Loan at the branch level, tracked, and reports are generated on any outstanding required documents.
- Underwriting Process: The underwriter has the ability to view and print the scanned documents as well as documents created during the underwriting process. When completed the underwriter simply uploads the spreads and write-ups into AccuAccount.
- Loan Approval Process: AccuApproval directs loan applications based on an aggregate loan amount. Generally, if the loan exceeds the lender’s authority then the complete application is routed to single, or multiple approvers or boards for approval.
- Core Synchronization: After documents have been signed and the loan has been booked into the core, AccuAccount will synchronize with the core. Any subsequent changes made in the core are automatically updated in AccuAccount.
- Email Reports: Detailed e-mail reports are available to track all loans in process, and notify users of needed action.
Deposit Account Management Software
With AccuAccount Deposit you can guarantee your customers get the quickest, most secure method of storing and retrieving confidential information available to the banking industry. Storage and retrieval of confidential information becomes highly organized, secure and easy to monitor in a virtual file cabinet. AccuAccount Deposits increases the bank’s customer service by providing instant access to signature verification, account information, authorized users and potential sales opportunities at the same time it minimizes risk. All the documents related to a specific customer are stored together in one record that can be accessed by multiple users at multiple locations and reduces the risk of exposure that paper documents pose upon the bank.
- Checking Accounts
- Savings Accounts
- IRA Accounts
- Certificates of Deposit
- Safe Deposit Boxes
- Minor Accounts
- Trust Accounts
- IRA Forms
- Beneficiary Records
- Check Orders
- Signature Cards
- Driver’s Licenses
- Business Documents
- Automatic Transfer Agreements
- Direct Deposit Forms
- Power of Attorney Documents
- CTR/SAR Documents
Trust Document Management
With AccuAccount’s Trust account imaging system, you can manage the entire file and all its contents in one easy to use icon located on your desktop. The files can be searched by date or by document name. You can view inventory items or manage correspondence and court records. Document management, storage, and retrieval could not be easier with AccuAccount’s Trust account imaging suite. Instant access to the most current information is achieved with a simple click of the mouse.
- Revocable Living Trust
- Conservatorship
- Guardianship
- Testamentary Trust
- Tax & Estate Planning
- IRA Accounts
- Trust Agreements
- Inventory Items
- Interest Statements
- Court Directives
- Power of Attorney
- Safekeeping Records
- Purchase/Sales Records
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