Manage DDA Accounts

Streamline New DDAs by Going Paperless

by Jennifer Mitchell • April 19, 2018

Everyone in your town loves Freddy. After all, Freddy Marino is the face of the community’s favorite restaurant: Freddy’s Pizza, Wings & Subs. When you want to watch the big game and enjoy a tasty pizza, there’s no better place than Freddy’s. Since opening his first location over twenty years ago, your financial institution has […]

New UI Blog

AccuAccount’s Fresh New Look + Dynamic Reporting

by Jennifer Mitchell • April 16, 2018

It’s here, and it’s awesome! Today, our team at AccuSystems is excited to officially unveil the fresh new look for AccuAccount. The new user interface, which is the result of feedback from our 15,000+ users along with countless development hours, is clean, intuitive, and built with the end user in mind. Let’s take a closer […]

Tax Return Management

Tax Returns: Open the Flood Gates

by Jennifer Mitchell • April 9, 2018

April 15th is an all-too-familiar date for the business owners that your bank serves. For sole proprietors, C corporations, and individuals throughout the United States, April 15th (or April 17th as the calendar falls this year) represents the ultimate “hard deadline.” Unless an extension is filed, taxpayers must submit their returns by this date. As […]

MidWest One Bank Case Study

MidWestOne Bank: Imaging + Tracking Leads to Efficiency

by Jennifer Mitchell • March 28, 2018

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. Through a series of mergers and […]

TicklerTrax How-to

Add New Tax Returns to TicklerTrax

by Jennifer Mitchell • March 27, 2018

As April 15th rapidly approaches, your bank no doubt finds itself facing a monumental task: collecting and organizing customer tax returns. If you’re one of the more than 700 banks that has downloaded TicklerTrax™, this brief article will help you plan for the massive inflow of customer tax returns. Step by Step: Add a New […]

CRA File Documentation

CRA Public File Management: Why Electronic is Better

by Jennifer Mitchell • March 23, 2018

“I’d like to take a look at your public CRA file.” You never know who will ask for a copy of your CRA (Community Reinvestment Act) public file. And, by law, depository institutions like yours are required to maintain copies of such records and, upon request, allow customers to inspect the files. If a customer […]

Reports AccuAccount

Dynamic Reporting: Slice & Dice Your Data

by Jennifer Mitchell • March 12, 2018

As a commercial loan processor, you have a lot on your plate. In addition to processing documentation, ensuring completeness of loan files, scanning and indexing documents, and countless other important tasks, you’re also responsible for tracking lending-related exceptions. With each new loan that is booked to the core, your list of exceptions expands exponentially. What’s […]

3 Exception Categories to Try at Your Bank

by Jennifer Mitchell • February 26, 2018

Moving your bank’s exception data off of spreadsheets and onto a core-integrated tracking platform offers many benefits. Improved accuracy, reporting, and accessibility are just a few examples. Despite the many advantages of a centralized exception management process, change does not come without some level of uncertainty. This is especially true if your users are accustomed […]

Exception Report Automation

by Jennifer Mitchell • February 21, 2018

You have a lot in common with your best friend, Jenna. You both love country music, shopping, and the occasional glass of red wine. Interestingly enough, you even chose to pursue identical career paths. After graduation, each of you went to work in loan operations at community banks in your respective hometowns. Although you’re a […]

Commercial Loan Approval

Commercial Loan Approval Management: Two Approaches

by Jennifer Mitchell • February 2, 2018

Most banks understand the importance of digitizing their backlogs of existing commercial loan files. In fact, according to our study of 103 community banks, 69% of those community banks surveyed are already using imaging software to organize loan files. But, what about new customers and applications? Does scanning earlier in the approval process offer added […]