Loan Document Management Systems for Banks and Credit Unions
Browse our document management systems today and take the first step to a more streamlined, effective institution.
LOAN FILE MANAGEMENT
One of the most vital parts of any document imaging system is its ability to manage credit files and loan files. Alogent’s loan management software offers an advanced document imaging platform, modeled after the processes banks and credit unions have been following for the last century. Even better, it has the ability to customize the appropriate bank loan documents, which makes managing exceptions and reporting easier than ever. Customers and members can confidently visit any branch and have all the loan files, lender comments, and critical information at their fingertips. Manage your entire loan application, underwriting, and approval process in a single application.
DEPOSIT TRACKING
Document imaging and tracking from Alogent enables the tracking of deposits and signature files, improving the customer and member services in your bank or credit union. This is achieved by providing immediate access to vital deposit account information, such as: account details, signature authorizations, and possible sales leads. In addition, the software reduces unnecessary risk by simplifying account verification and signature imaging. All account holder-specific documents are stored together in a single record that can be accessed by multiple users at multiple locations.
TRUST FILE MANAGEMENT
Trust departments are now able to improve management of their trust files and related contents with a single desktop icon. With Alogent’s platform, trust information can be searched by keyword and date, and inventory items and court records become much easier to organize. AccuAccount streamlines trust management by simplifying imaging and exception tracking. Banks and credit unions can use AccuAccount as their trust account software for managing revocable living trusts, testamentary trusts, trust agreements, court directives, and much more.
HUMAN RESOURCE FILE MANAGEMENT
With Alogent, your bank or credit union can streamline its entire banking human resources department. Boost the security and accessibility of your HR information through intuitive browser screens and password encryption. With AccuDoc, your bank or credit union gains access to an intuitive document storage system that is designed for financial institutions and maintains proper controls over employee information.
Learn More About Managing Bank and credit Union HR Documents
SEE HOW IT WORKS
Over 15,000 bankers trust our software each day. Schedule a free demo to see how AccuAccount can make life easier for your bank. No time for a demo? Check out our video overviews.
ACCOUNTS PAYABLE MANAGEMENT
Struggling to overcome accounts payable (AP) inefficiencies that are slowing down your bank’s accounting function? Thanks to Alogent’s software, credit memos and invoices become highly accessible electronic records. From your desktop, you can easily compare past invoices and monitor expenditures, simplifying your bank’s or credit union's AP document management workflow. Built-in workflow capabilities also enable your accounting team to electronically route and approve current invoices without having to rely on paper .
BANK REGULATORY COMPLIANCE SOFTWARE
How effective is your regulatory compliance process? What would happen if an important file was accidentally damaged or lost The banking software platform from Alogent provides the optimal platform for banking compliance management, making it the system of choice for financial institutions looking to enhance processes relating to regulatory compliance.
BANK POLICY MANAGEMENT
Manage policies, procedures, and meeting minutes in a centralized place right on your computer screen. Your bank or credit union can instantly route files for review and approval to decision makers in your organization. AccuDoc is the document management software that helps banks and credit unions manage internal files and procedures, increasing efficiency and reducing risk.